This integration is still in Beta. If you're an admin or the AgencyBloc account owner and you're interested in joining our Beta Team, go to the Zapier integration page and complete the survey.
If the Zapier integration is active and you have a Zapier account, you can make Zaps with AgencyBloc. A Zap is similar to AgencyBloc’s Automated Workflow. You define a trigger to start the Zap and actions that happen after the Zap is triggered. In this article, you'll learn the basic Zap setup with AgencyBloc.
For more in-depth resources on how to make a Zap, visit Zapier's site.
IN THIS ARTICLE
Basics of making a Zap
Go to Zapier's website and log in to your Zapier account. Once logged in, you will do three things:
1. Connect AgencyBloc to Zapier
For this step, you will need an API Key. Learn how to generate API keys. With the API key, you can authenticate the connection between AgencyBloc and Zapier.
You can connect AgencyBloc from the Zapier dashboard or during Zap setup. You’ll get the same results either way.
To connect AgencyBloc from the Zapier dashboard:
- In Zapier, go to My Apps.
- Add AgencyBloc.
- You will enter your AgencyBloc API key to authenticate the connection and allow Zapier to access and modify your AgencyBloc data.
You can connect other apps to Zapier too, but keep in mind that each app may use a different authentication method.
2. Set up a Zap using our AgencyBloc app
To make a Zap, you will need to set up a Trigger or an Action. If you want to send AgencyBloc data to third-party apps, set AgencyBloc as the Trigger. If you want to send data from third-party apps to AgencyBloc, set AgencyBloc as the Action.
- In Zapier, start making a Zap.
- Set up the Trigger.
- The Trigger is an event that starts your Zap. Every app has different Trigger events. See AgencyBloc's Trigger events.
- Set up the Action.
- The Action is an event that your Zap performs after it starts. Every app has different Action events. See AgencyBloc's Action events.
3. Turn the Zap on
While making a Zap, you will test every Trigger and Action. Each test validates that the connected apps are passing data to Zapier without issue. You can turn on a Zap once all the tests pass. If a test fails, you may need to troubleshoot and resolve any problems until it passes.
- To test an AgencyBloc Trigger event, you may have to create or update a record (Group/Individual/Policy/Activity) to trigger the Zap.
- To test an AgencyBloc Action event, you may have to do something in the third-party app to trigger the Zap.
If you make changes to an active Zap's Triggers or Actions, you will have to do the tests all over again.
Tip: Use a test record that is reflective of the scenario you are trying to automate. Make sure your test record meets the criteria that you’re setting up in the Zap. If the tests do not pass, you won’t be able to turn on the Zap. You have to have a good test that meets the Zap criteria so you can turn it on at the end.
Here are some examples of Zaps you could make with AgencyBloc:
- Connect Third-Party Lead Generation Apps
- Send Handwritten Notes
- Share Contact Info with Third-Party Apps
Set goals for what you want to achieve using Zapier
- Identify the business problems that you want to solve using Zapier.
- Identify the apps you want to connect to AgencyBloc.
- Identify the data fields in AgencyBloc that you want to populate with information from other apps.
- Identify the data fields in other apps that you want to populate with information from AgencyBloc.
Make lists for #2, #3, and #4 so you have them ready to create Zaps in Zapier.
Train yourself on Zapier
To maximize the benefits of this integration, you’ll want to visit Zapier's site and watch their training videos to familiarize yourself with Zapier’s nomenclature and processes.
Here are a few resources to get you started: