AgencyBloc integration with Handwrytten
How to Send Handwrytten cards for new AgencyBloc activities
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send Handwrytten cards for new AgencyBloc activities" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate AgencyBloc integrations
AgencyBloc actions
Nekton can use any feature that is available in AgencyBloc API.
Using our advanced AI, you can easily create custom automations for AgencyBloc.
Here are some typical actions you can do in your automated workflows.
Create Activity
Creates an Activity in AgencyBloc.
Create Individual
Creates an Individual in AgencyBloc.
Get Activity by ID
Find and include Activity information by Activity ID.
Get Individual by ID
Find and include Individual information by Individual ID.
Get Individual by Email and Name
Finds An Individual By Email And Name
Get Policy by ID
Find and include Policy information by Policy ID.
About AgencyBloc
AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.