Connect AgencyBloc and VideoAsk

Both apps 33AgencyBloc 17VideoAsk 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 Videoask

  Triggers when a new videoask is created in the selected VideoAsk organization.

• Action
  Add question

  Adds a new question step to a videoask, using a video from a public link, media already in VideoAsk, or a new upload.

• Action
  Add tag

  Creates a new tag in a VideoAsk organization that can be applied to contacts.

• Action
  Add tag to contact

  Adds an existing tag to a VideoAsk contact and returns the tags now on that contact.

• Action
  Create a Contact in a Videoask (OLD)

  Creates a contact in your VideoAsk organization from an email address, with an optional name and phone number.

• Action
  Create a Contact in VideoAsk (Recommended)

  Creates a contact in your VideoAsk organization from an email address, with an optional name and phone number.

• Action
  Delete contact

  Deletes a contact (respondent) and their contact details from your VideoAsk organization.

• Action
  Delete form

  Deletes a VideoAsk form (videoask). Optionally performs a soft delete so the form can be restored later.

• Action
  Find conversations by filter

  Returns the responses (conversations) on a videoask that match the filters you choose, such as unread only, reply status, tag, score range or creation date range.

• Action
  Find forms by keyword

  Returns the videoasks in an organization whose titles match the specified keyword.

• Action
  Get contact

  Returns a single VideoAsk response (contact) for a videoask, with the respondent's details and, optionally, their answers and the conversation messages.

• Action
  Get form

  Returns a videoask (form) by its id, including all of its questions.

• Action
  List forms

  Returns all videoasks (forms) in a VideoAsk organization, newest first.

• Action
  List tags

  Returns the tags in a VideoAsk organization, optionally only those with a given title.

• Action
  Update contact

  Updates an existing VideoAsk contact's name, email address or phone number.

• Action
  Update form

  Updates an existing videoask's title, privacy, contact form, scheduled close date and display settings such as the end screen.

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