Connect AgencyBloc and Swiftype

Both apps 32AgencyBloc 17Swiftype 15

• Trigger
  Group Created

  Triggers when a new group is added to your AgencyBloc account.

• Trigger
  Group Updated

  Triggers when a group in your AgencyBloc account is added or changed.

• Trigger
  Individual Created

  Triggers when a new individual is added to your AgencyBloc account.

• Trigger
  Individual Updated

  Triggers when an individual in your AgencyBloc account is added or changed.

• Trigger
  Policy Created

  Triggers when a new policy is added to your AgencyBloc account.

• Trigger
  Policy Updated

  Triggers when a policy in your AgencyBloc account is added or changed.

• Action
  Create Activity

  Logs a new activity (call, email, task) on an individual, group, agent or carrier in AgencyBloc and returns its activity ID.

• Action
  Create Group

  Creates a new group (employer or business client) in your AgencyBloc account and returns its group ID.

• Action
  Create Individual

  Creates a new individual (client) in your AgencyBloc account and returns its individual ID.

• Action
  Create Policy

  Creates a new insurance policy for an individual or group in your AgencyBloc account and returns its policy ID.

• Action
  Get Activity by ID

  Returns one AgencyBloc activity by ID, with its subject, notes, status, type and follow-up details.

• Action
  Get Group by ID

  Returns the full detail of one AgencyBloc group by ID, including contact info, addresses and custom fields.

• Action
  Get Individual by Date of Birth and Name

  Finds an AgencyBloc individual matching a first name, last name and date of birth.

• Action
  Get Individual by Email and Name

  Finds an AgencyBloc individual matching a first name, last name and email address.

• Action
  Get Individual by ID

  Returns the full detail of one AgencyBloc individual by ID, including contact info, addresses, policies and custom fields.

• Action
  Get Individual by Phone Number and Name

  Finds an AgencyBloc individual matching a first name, last name and any of their phone numbers.

• Action
  Get Policy by ID

  Returns the full detail of one AgencyBloc policy by ID, including holder, carrier, agent, dates and premium.

• Trigger
  New Document

  Triggers when a new Document is created.

• Action
  Add domain

  Add a crawler domain to an Engine.

• Action
  Add engine

  Create a new Engine (index).

• Action
  Create Document

  Creates a new Document.

• Action
  Delete document

  Delete a document by document_id from a document type.

• Action
  Delete domain

  Remove a crawler domain from an Engine.

• Action
  Delete engine

  Delete an Engine by id.

• Action
  Get document

  Retrieve a single document by external_id from a document type.

• Action
  Get engine

  Retrieve a single Engine by id or name.

• Action
  List documents

  List documents within a document type/engine.

• Action
  List domains

  List crawler domains configured on an Engine.

• Action
  List engines

  List all Engines for the account.

• Action
  Recrawl domain

  Trigger a recrawl of a domain's crawled content.

• Action
  Search documents

  Perform full-text search over documents within an Engine.

• Action
  Update document

  Update fields on an existing document.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.