Integration
Connect AgencyBloc and Vitally
When Group Created fires in AgencyBloc, your agent runs Create Task in Vitally, or Customer Created in Vitally to Get Individual by Email and Name in AgencyBloc. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want AgencyBloc and Vitally to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What AgencyBloc and Vitally can do together
From AgencyBloc to Vitally
When Group Created in AgencyBloc
then Create Task in Vitally
From Vitally to AgencyBloc
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with AgencyBloc and Vitally
Triggers and actions 14 triggers · 30 actions
- Group Created
Triggers when a new group is added to your AgencyBloc account.
- Group Updated
Triggers when a group in your AgencyBloc account is added or changed.
- Individual Created
Triggers when a new individual is added to your AgencyBloc account.
- Individual Updated
Triggers when an individual in your AgencyBloc account is added or changed.
- Policy Created
Triggers when a new policy is added to your AgencyBloc account.
- Policy Updated
Triggers when a policy in your AgencyBloc account is added or changed.
- Create Activity
Logs a new activity (call, email, task) on an individual, group, agent or carrier in AgencyBloc and returns its activity ID.
- Create Group
Creates a new group (employer or business client) in your AgencyBloc account and returns its group ID.
- Create Individual
Creates a new individual (client) in your AgencyBloc account and returns its individual ID.
- Create Policy
Creates a new insurance policy for an individual or group in your AgencyBloc account and returns its policy ID.
- Get Activity by ID
Returns one AgencyBloc activity by ID, with its subject, notes, status, type and follow-up details.
- Get Group by ID
Returns the full detail of one AgencyBloc group by ID, including contact info, addresses and custom fields.
- Get Individual by Date of Birth and Name
Finds an AgencyBloc individual matching a first name, last name and date of birth.
- Get Individual by Email and Name
Finds an AgencyBloc individual matching a first name, last name and email address.
- Get Individual by ID
Returns the full detail of one AgencyBloc individual by ID, including contact info, addresses, policies and custom fields.
- Get Individual by Phone Number and Name
Finds an AgencyBloc individual matching a first name, last name and any of their phone numbers.
- Get Policy by ID
Returns the full detail of one AgencyBloc policy by ID, including holder, carrier, agent, dates and premium.
- Customer Created
Triggers when a new account (customer) is created in Vitally.
- Custom Object Instance Created
Triggers when a new instance of a custom object is created.
- Custom Object Instance Updated
Triggers when an instance of a custom object is created or updated.
- Note Created
Triggers when a new note is created in Vitally.
- NPS Response Created
Triggers when a new NPS response is recorded in Vitally.
- Organization Created
Triggers when a new organization is created in Vitally.
- Project Created
Triggers when a new project is created in Vitally.
- Task Created
Triggers when a new task is created in Vitally.
- Create Account
Creates an account (customer) in Vitally, identified by your own external ID.
- Create Note
Creates a note on an account or organization in Vitally.
- Create NPS Response
Records an NPS survey response from a user in Vitally.
- Create Organization
Creates an organization in Vitally, identified by your own external ID.
- Create Project From Template
Creates a project for an account or organization from a project template.
- Create Task
Creates a task on an account or organization in Vitally.
- Find a Customer
Returns a account by its Vitally ID or external ID.
- Find a Custom Object Instance
Finds a custom object instance by ID, external ID, linked account or a custom field value.
- Find a Note
Returns a note by its Vitally ID or external ID.
- Find a Organization
Returns a organization by its Vitally ID or external ID.
- Find a Task
Returns a task by its Vitally ID or external ID.
- Find a Teammate
Finds a Vitally team member by email address.
- Find a User
Finds a user by email address, external ID or email domain.
- Get Account Health Scores
Returns an account's health score and its breakdown.
- Update Customer Traits
Updates the name or traits of a account in Vitally; traits are merged with existing ones.
- Update Organization Traits
Updates the name or traits of a organization in Vitally; traits are merged with existing ones.
- Update Project Status
Changes a project's status in Vitally.
- Update Task
Updates a task in Vitally, for example to reassign or complete it.
- Update User Traits
Updates the name or traits of a user in Vitally; traits are merged with existing ones.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from AgencyBloc
AgencyBloc to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
AgencyBloc to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
AgencyBloc to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
AgencyBloc to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
AgencyBloc to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
AgencyBloc to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Vitally
Questions
AgencyBloc and Vitally, answered
What can start an automation from AgencyBloc?
Any of AgencyBloc's 6 triggers in the catalog, including Group Created, Group Updated, Individual Created and Individual Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Vitally when something happens in AgencyBloc?
Any of Vitally's 19 actions, including Create Account, Create Note, Create NPS Response and Create Organization. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Vitally to AgencyBloc?
Yes. When something happens in Vitally, your agent can act in AgencyBloc too. This page covers both directions: Vitally's triggers and AgencyBloc's actions are listed here as well.
Do I have to build a connector for AgencyBloc or Vitally?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use AgencyBloc and Vitally without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.