Connect AgencyBloc and Timing

Both apps 42AgencyBloc 17Timing 25

• 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 Project

  Triggered when a new project is created in Timing.

• Trigger
  New Team

  Triggered when you are added to a new team in Timing.

• Trigger
  New Time Entry

  Triggered when a new time entry is logged in Timing.

• Trigger
  New Timer Started and Running

  Triggered when a new timer is started and is still running in Timing.

• Action
  Batch Update Time Entries

  Updates several Timing time entries at once — moves them to a project, retitles them, sets notes, billing status or custom fields. Anything left blank is left untouched on the entries.

• Action
  Create Project

  Creates a new project in Timing, optionally under a parent project, and returns the created project.

• Action
  Create Time Entry

  Logs a finished block of work in Timing between a start and end time, optionally against a project, and returns the created time entry.

• Action
  Delete Project

  Deletes a project in Timing, along with all of its child projects.

• Action
  Delete Time Entry

  Deletes a time entry in Timing.

• Action
  Find Project

  Searches your Timing projects by title and returns the first match, plus the full list of matches.

• Action
  Find Team

  Finds a team you belong to in Timing by its name and returns the first match, plus every team whose name matched.

• Action
  Generate Report

  Builds a time report in Timing over a date range, broken down by the columns you choose, and returns the report rows with their durations.

• Action
  Get Activity Hierarchy

  Returns a readable breakdown of what you worked on in Timing over a date range, as tab-indented text grouped by project and app with durations.

• Action
  List Projects

  Returns the projects you can see in Timing, optionally filtered by title, team, or hiding archived ones.

• Action
  List Team Members

  Returns the active members of a Timing team. People with a pending invitation are not included.

• Action
  List Teams

  Returns all the Timing teams you are a member of.

• Action
  List Time Entries

  Returns your Timing time entries, optionally narrowed by date range, project, team member, search text or billing status.

• Action
  Show Latest Time Entry

  Returns your most recent time entry in Timing.

• Action
  Show Project

  Returns a single Timing project with its colour, notes, billing default, parent and child projects.

• Action
  Show Running Timer

  Returns the timer that is currently running in Timing. Errors with a not-found if no timer is running.

• Action
  Show Time Entry

  Returns a single Timing time entry with its times, duration, project, notes and billing status.

• Action
  Start Timer

  Starts a running timer in Timing, stopping any timer that is already running, and returns the new entry.

• Action
  Stop Timer

  Stops the timer that is currently running in Timing and returns the finished time entry.

• Action
  Update Project

  Updates a Timing project's name, colour, notes, archive state or billing default. Anything left blank keeps its current value.

• Action
  Update Time Entry

  Updates a Timing time entry — its times, project, title, notes or billing status. Anything left blank keeps its current value.

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