Connect AgencyBloc and Vyte

Both apps 33AgencyBloc 17Vyte 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
  Event Cancelled

  Triggers when an event is cancelled.

• Trigger
  Event Confirmed

  Triggers when an event is confirmed.

• Trigger
  Event Created

  Fires when a Vyte event is created (including events created already confirmed).

• Action
  Add appointment type

  Create a new appointment type on a Vyteme booking page.

• Action
  Add invitee

  Add one or more invitees to an existing event.

• Action
  Add user

  Creates a user in your Vyte organization.

• Action
  Cancel Event

  Cancels a Vyte event. Vyte has no delete for events; cancelling is how an event is removed from scheduling.

• Action
  Confirm Event

  Confirms a Vyte event on a chosen date and place.

• Action
  Create Event

  Creates an event

• Action
  Delete user

  Removes a user from your Vyte organization so you are no longer billed for them. This does not delete the person's Vyte account.

• Action
  Find available slots by user

  Returns the free time slots at which the specified Vyte users (by email or user id) or team are all available, for a given appointment duration and date range.

• Action
  Get Event

  Retrieve a single Vyte event by its id.

• Action
  List Users

  Lists all users linked to your Vyte organization.

• Action
  Update appointment type

  Update an existing appointment type's settings.

• Action
  Update Event

  Updates an existing Vyte event's title, proposed dates or proposed places.

• Action
  Update user

  Update a user's profile (name, timezone, language, etc).

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