Connect AgencyBloc and Uploadcare

Both apps 33AgencyBloc 17Uploadcare 16

• 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 File Uploaded

  Triggers when a new file is uploaded.

• Action
  Add file tags

  /files/{uuid}/tags/ (add mode) — add tags to a file for organization/AI auto-tagging.

• Action
  Add group

  /groups/ (Upload API) — create a file group from a set of uploaded file UUIDs.

• Action
  Convert document

  convert a document/image to another format (e.g. PDF, DOCX to images).

• Action
  Convert video

  transcode/thumbnail a video file into another format.

• Action
  Delete file

  delete a file.

• Action
  Delete group

  delete a file group (does not delete member files).

• Action
  Find files

  /files/ with query params — search/filter uploaded files by criteria (used with removed/stored/uploaded_range filters).

• Action
  Get file

  file info: metadata, size, mime type, URLs.

• Action
  Get file metadata

  arbitrary key-value metadata attached to a file.

• Action
  Get group

  file group info: files list, creation date, storage flag.

• Action
  List files

  return paginated list of uploaded files, with filters (stored, removed, ordering).

• Action
  List groups

  paginated list of file groups.

• Action
  Store file

  mark an uploaded file as permanently stored.

• Action
  Update file metadata

  set/update a metadata key's value on a file.

• Action
  Upload File

  Upload a new file into your project.

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