Connect AgencyBloc to Uniqode

Both apps 29AgencyBloc 17Uniqode 12

• 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.

• Action
  Add Feedback Form

  Creates a new feedback form in a Uniqode organization.

• Action
  Add User

  Adds a new user to a Uniqode organization.

• Action
  Create Dynamic QR Code

  Create a new dynamic QR code in your Beaconstac Account.

• Action
  Create Static QR Code

  Creates a static QR Code in Uniqode. A static QR Code encodes its content directly and cannot be edited after creation.

• Action
  Delete QR Code

  Deletes a QR Code from your Uniqode account by its ID.

• Action
  Download QR Code

  Downloads the given QR code.

• Action
  Find QR Code

  Finds QR Codes in the Uniqode account whose name matches the given name.

• Action
  Find User

  Find a user in your account

• Action
  Get Feedback Form

  Fetches a feedback form by ID, including its title, public link, questions and response count. An error occurs if the form is not found.

• Action
  Get QR Code Analytics

  Returns the scan performance of a QR Code (total scans and scans per interval) over a date range.

• Action
  Update Dynamic QR Code

  Updates an existing dynamic QR Code in Uniqode, such as its name, what happens when it is scanned, or its design. Fields left blank are left unchanged.

• Action
  Upload File to Beaconstac

  Uploads a file to your Uniqode (Beaconstac) media library and returns the new media object's ID and URL.

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