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[Zapier] Individuals

Using Zapier, you can create new Individuals in AMS+ when something happens in a third-party app, or send Individual data to a third-party app when something happens in AMS+.

See what Individual data you can populate in AMS+ and what Individual data you can send to third-party apps.

Zap Actions

Zap Triggers

Zap Actions

Create Individual

Using the Create Individual Zap Action, you can create the full details of Individuals within your AMS+ account.

Field Description Formatting Rules
First Name

The first name of the new Individual.

  • Required to create a new Individual.

-
Last Name

The last name of the new Individual.

  • Required to create a new Individual.
 -
Middle Name

The middle name of the new Individual.

 -
Nickname The nickname for the new Individual. -

Title

The title of the new Individual.

-
Date of Birth

The birth date of the new Individual.
Gender

The gender of the new Individual.
  • Format as “M” or “F”.
Social Security Number

The Social Security Number of the new Individual.

 -
Driver's License Number

The driver’s license number of the new Individual.

-
Deceased Date

The deceased date of the new Individual.
Type - Text

The type of the new Individual.

  • Ignore if using Type - ID.
  • Must match exactly with an existing Individual Type field option in AMS+.
Type - ID

The ID of the new Individual’s type.

  • Ignore if using Type - Text.
  • Format as a number.
  • Must belong to an existing Individual Type field option in AMS+.
Status - Text

The status of the new Individual.

  • Ignore if using Status - ID.
  • Must match exactly with an existing Individual Status field option in AMS+.
Status - ID

The ID of the new Individual’s status.

  • Ignore if using Status - Text.
  • Format as a number.
  • Must belong to an existing Individual Status field option in AMS+.
Medicare Beneficiary ID

The Medicare Beneficiary ID (MBI) of the new Individual.

-
Medicare Effective Date Part A

The Medicare Part A Effective Date of the new Individual.
Medicare Effective Date Part B

The Medicare Part B Effective Date of the new Individual.
Smoker Status

The smoker/tobacco status for an Individual.
  • Format as “Yes” or “No”.
Servicing Agent - First Name

The first name of the new Individual’s servicing agent.

  • Ignore if using Servicing Agent - ID.
  • Must match with an existing Agent record in AMS+.
Servicing Agent - Last Name

The last name of the new Individual’s servicing agent.

  • Ignore if using Servicing Agent - ID.
  • Must match with an existing Agent record in AMS+.
Servicing Agent - Middle Name

The middle name of the new Individual’s servicing agent.

  • Ignore if using Servicing Agent - ID.
  • Must match with an existing Agent record in AMS+.
Servicing Agent - ID

The ID of the servicing agent within AMS+ that is assigned to the new Individual. This value will be used to display the “Servicing Agent” in the “Individual Detail” section.

  • Ignore if using Servicing Agent - First Name, Servicing Agent - Last Name, or Servicing Agent - Middle Name.
  • Format as a number.
  • Must belong to an existing Agent record in AMS+.
Additional Agent 1 - First Name

The first name of the new Individual’s additional agent 1.

  • Ignore if using Additional Agent 1 - ID.
  • Must match with an existing Agent record in AMS+.
Additional Agent 1 - Last Name

The last name of the new Individual’s additional agent 1.

  • Ignore if using Additional Agent 1 - ID.
  • Must match with an existing Agent record in AMS+.
Additional Agent 1 - Middle Name

The middle name of the new Individual’s additional agent 1.

  • Ignore if using Additional Agent 1 - ID.
  • Must match with an existing Agent record in AMS+.
Additional Agent 1 - ID

The ID of the additional agent 1 within AMS+ that is assigned to the new Individual. This value will be used to display the “Additional Agent 1” in the “Individual Detail” section.

  • Ignore if using Additional Agent 1 - First Name, Additional Agent 1 - Last Name, or Additional Agent 1 - Middle Name.
  • Format as a number.
  • Must belong to an existing Agent record in AMS+.
Additional Agent 2 - First Name

The first name of the new Individual’s additional agent 2.

  • Ignore if using Additional Agent 2 - ID.
  • Must match with an existing Agent record in AMS+.
Additional Agent 2 - Last Name

The last name of the new Individual’s additional agent 2.

  • Ignore if using Additional Agent 2 - ID.
  • Must match with an existing Agent record in AMS+.
Additional Agent 2 - Middle Name

The middle name of the new Individual’s additional agent 2.

  • Ignore if using Additional Agent 2 - ID.
  • Must match with an existing Agent record in AMS+.
Additional Agent 2 - ID

The ID of the additional agent 2 within AMS+ that is assigned to the new Individual. This value will be used to display the “Additional Agent 2” in the “Individual Detail” section.

  • Ignore if using Additional Agent 2 - First Name, Additional Agent 2 - Last Name, or Additional Agent 2 - Middle Name.
  • Format as a number.
  • Must belong to an existing Agent record in AMS+.
Additional Agent 3 - First Name

The first name of the new Individual’s additional agent 3.

  • Ignore if using Additional Agent 3 - ID.
  • Must match with an existing Agent record in AMS+.
Additional Agent 3 - Last Name

The last name of the new Individual’s additional agent 3.

  • Ignore if using Additional Agent 3 - ID.
  • Must match with an existing Agent record in AMS+.
Additional Agent 3 - Middle Name

The middle name of the new Individual’s additional agent 3.

  • Ignore if using Additional Agent 3 - ID.
  • Must match with an existing Agent record in AMS+.
Additional Agent 3 - ID

The ID of the additional agent 3 within AMS+ that is assigned to the new Individual. This value will be used to display the “Additional Agent 3” in the “Individual Detail” section.

  • Ignore if using Additional Agent 3 - First Name, Additional Agent 3 - Last Name, or Additional Agent 3 - Middle Name.
  • Format as a number.
  • Must belong to an existing Agent record in AMS+.
Home Phone Number

 

  
Home Phone Number Ext.

 

  
Business Phone Number

The business phone number of the new Individual.
  • Format as a number with 10 characters.
    • Ex. 1-234-567-8901
  • You can include dashes but do not include special characters like the + sign.
Business Phone Number Ext.

The business phone number extension of the new Individual.
  • Format as a number.
  • You can include dashes but do not include special characters like the + sign.
Cell Phone Number

 

  
Cell Phone Number Ext.

 

  
Fax Number

The fax phone number of the new Individual.
  • Format as a number with 10 characters.
    • Ex. 1-234-567-8901
  • You can include dashes but do not include special characters like the + sign.
Fax Number Ext.

The fax phone number extension of the new Individual.
  • Format as a number.
  • You can include dashes but do not include special characters like the + sign.
Address Type

The address type of the new Individual. This value will be displayed in the “Contact Information” section.

  • Required to add address information.
  • Must match exactly with an existing Address Type field option in AMS+.
Is Primary Address

The primary address status of the new Individual’s address type, “Yes” or “No”.

  • Required to add address information.
  • Format as:
    • True = Yes
    • False = No
Address Street 1

The first line of the address of the new Individual. This value will be displayed in the “Contact Information” section.

 -
Address Street 2

The second line of the address of the new Individual. This value will be displayed in the “Contact Information” section.

 -
City

The city of the new Individual. This value will be displayed in the “Contact Information” section.

 -
County

The county of the new Individual. This value will be displayed in the “Contact Information” section.

 -
State/Province

The state abbreviation of the new Individual. This value will be displayed in the “Contact Information” section.

 -
Zip Code

The zip code of the new Individual. This value will be displayed in the “Contact Information” section.
  • Format as a number.
Email Address

The email address of the new Individual.

 -
Secondary Email Address

The secondary email address of the new Individual.

 -
Opt-Out of Emails

The email opt-out status of the new Individual.
  • Format as:
    • True = Yes
    • False = No
      • Defaults to "False" if no selection is made.
Lead Date

The lead date of the new Individual.
Lead Source - Text

The lead source of the new Individual.

  • Ignore if using Lead Source - ID.
  • Must match exactly with an existing Lead Source field option in AMS+.
Lead Source - ID

The ID of the new Individual’s lead source.

  • Ignore if using Lead Source - Text.
  • Format as a number.
  • Must belong to an existing Lead Source field option in AMS+.
Other Lead Source

The other lead source of the new Individual.

 -
Lead Agent/Affiliate - First Name

The first name of the new Individual’s lead agent/affiliate.

  • Ignore if using Lead Agent/Affiliate - ID.
  • Must match with an existing Agent record in AMS+.
Lead Agent/Affiliate - Last Name

The last name of the new Individual’s lead agent/affiliate.

  • Ignore if using Lead Agent/Affiliate - ID.
  • Must match with an existing Agent record in AMS+.
Lead Agent/Affiliate - Middle Name

The middle name of the new Individual’s lead agent/affiliate.

  • Ignore if using Lead Agent/Affiliate - ID.
  • Must match with an existing Agent record in AMS+.
Lead Agent/Affiliate - ID

The ID of the lead agent/affiliate within AMS+ that is assigned to the new Individual. This value will be used to display the “Lead Agent/Affiliate” in the “Individual Detail” section.

  • Ignore if using Lead Agent/Affiliate - First Name, Lead Agent/Affiliate - Last Name, or Lead Agent/Affiliate - Middle Name.
  • Format as a number.
  • Must belong to an existing Agent record in AMS+.
Project Code - Text

The project code of the new Individual.

  • Ignore if using Project Code - ID.
  • Must match exactly with an existing Project Code field option in AMS+.
Project Code - ID

The ID of the new Individual’s project code.

  • Ignore if using Project Code - Text.
  • Format as a number.
  • Must belong to an existing Project Code field option in AMS+.

Custom Fields

You will also have the option to map data from third-party apps to active Individual Custom Fields in your AMS+ account.

You may have up to 25 custom fields. If you need more than 25, contact the Client Success Team for assistance. These fields will appear in the same order as they do in AMS+.

Zap Triggers

Individual Created & Individual Updated

Here’s an example of the data payloads that we will send out for both of the AgencyBloc app’s triggers (Individual Created and Individual Updated):

{
    "create_date_time": "2021-09-16T15:47:25",
    "create_by_user": {
        "id": 13650,
        "first_name": "Zap",
        "last_name": "Smith"
    },
    "update_date_time": "2021-10-04T09:52:59",
    "update_by_user": {
        "id": 13650,
        "first_name": "Zap",
        "last_name": "Smith"
    },
    "id": 31377283,
    "personal_info": {
        "first_name": "James",
        "middle_name": "Samuel",
        "last_name": "Johnson",
        "nickname": "Sam",
        "title": "Business Owner",
        "dob": "1954-05-11T00:00:00",
        "gender": "M",
        "ssn": "098-76-5432",
        "drivers_license": "1234XX67",
        "deceased_date": "1954-05-11T00:00:00"
    },
    "client_info": {
        "type": {
            "id": 3088782,
            "value": "Client"
        },
        "status": {
            "id": 3088781,
            "value": "Enrolled"
        },
        "medicare_id": "34678909876543",
        "medicare_beneficiary_id": "3123546787654",
        "medicare_effective_date_part_a": "2022-01-01T00:00:00",
        "medicare_effective_date_part_b": "2022-01-01T00:00:00",
        "smoker_status": "No",
        "servicing_agent": {
            "agent_id": 3857767,
            "first_name": "Zap",
            "last_name": "Smith",
            "middle_name": "Wayne",
            "detail_url": "Zapier/agent/detail/3857767"
        },
        "additional_agent1": {
            "agent_id": 3857776,
            "first_name": "Blake",
            "last_name": "Danielson",
            "middle_name": "Jeffery",
            "detail_url": "Zapier/agent/detail/3857776"
        },
        "additional_agent2": {
            "agent_id": 3857773,
            "first_name": "Jessica",
            "last_name": "Reese",
            "middle_name": "Mary",
            "detail_url": "Zapier/agent/detail/3857773"
        },
        "additional_agent3": {
            "agent_id": 3857775,
            "first_name": "Preston",
            "last_name": "Lakestar",
            "middle_name": "Thomas",
            "detail_url": "Zapier/agent/detail/3857775"
        }
    },
    "contact_info": {
        "email_address": "jsjohnson@domain.com",
        "email_address2": "james.johnson@jjsexcavating.com",
        "opt_out_of_emails": false,
        "addresses": {
            "address_1": {
                "address_id": 0,
                "address_type": {
                    "id": 0,
                    "value": ""
                },
                "street1": "",
                "street2": "",
                "city": "",
                "county_name": "",
                "state_province_abbreviation": "",
                "postal_code": "",
                "is_primary": false
            },
            "address_2": {
                "address_id": 0,
                "address_type": {
                    "id": 0,
                    "value": ""
                },
                "street1": "",
                "street2": "",
                "city": "",
                "county_name": "",
                "state_province_abbreviation": "",
                "postal_code": "",
                "is_primary": false
            },
            "address_3": {
                "address_id": 0,
                "address_type": {
                    "id": 0,
                    "value": ""
                },
                "street1": "",
                "street2": "",
                "city": "",
                "county_name": "",
                "state_province_abbreviation": "",
                "postal_code": "",
                "is_primary": false
            }
        },
        "phones": {
            "home": {
                "phone_number": "(098) 765-4321",
                "extension": "2",
                "type": "home"
            },
            "business": {
                "phone_number": "(123) 456-7890",
                "extension": "12",
                "type": "business"
            },
            "cell": {
                "phone_number": "(654) 321-0987",
                "extension": "9",
                "type": "cell"
            },
            "fax": {
                "phone_number": "",
                "extension": ""
            }
        }
    },
    "lead_info": {
        "lead_date": "2019-01-06T00:00:00",
        "lead_source": {
            "id": 3088833,
            "value": "Website"
        },
        "other_lead_source": "Facebook",
        "agent_affiliate": {
            "agent_id": 3857767,
            "first_name": "Zap",
            "last_name": "Smith",
            "middle_name": "Wayne",
            "detail_url": "Zapier/agent/detail/3857767"
        },
        "project_code": {
            "id": 3088780,
            "value": "Proj Code ABC"
        }
    },
    "group": {
        "group_id": 2615389,
        "name": "Johnson Excavating",
        "detail_url": "Zapier/groups/2615389/detail"
    },
    "carrier": null,
    "leadform_id": 0,
    "from_leadform": null,
    "external_id": "",
    "custom_field_data": {
        "custom_fields_1_name": "",
        "custom_fields_1_type": "",
        "custom_fields_1_value": "",
        "custom_fields_2_name": "",
        "custom_fields_2_type": "",
        "custom_fields_2_value": "",
        "custom_fields_3_name": "",
        "custom_fields_3_type": "",
        "custom_fields_3_value": "",
        "custom_fields_4_name": "",
        "custom_fields_4_type": "",
        "custom_fields_4_value": "",
        "custom_fields_5_name": "",
        "custom_fields_5_type": "",
        "custom_fields_5_value": "",
        "custom_fields_6_name": "",
        "custom_fields_6_type": "",
        "custom_fields_6_value": "",
        "custom_fields_7_name": "",
        "custom_fields_7_type": "",
        "custom_fields_7_value": "",
        "custom_fields_8_name": "",
        "custom_fields_8_type": "",
        "custom_fields_8_value": "",
        "custom_fields_9_name": "",
        "custom_fields_9_type": "",
        "custom_fields_9_value": "",
        "custom_fields_10_name": "",
        "custom_fields_10_type": "",
        "custom_fields_10_value": "",
        "custom_fields_11_name": "",
        "custom_fields_11_type": "",
        "custom_fields_11_value": "",
        "custom_fields_12_name": "",
        "custom_fields_12_type": "",
        "custom_fields_12_value": "",
        "custom_fields_13_name": "",
        "custom_fields_13_type": "",
        "custom_fields_13_value": "",
        "custom_fields_14_name": "",
        "custom_fields_14_type": "",
        "custom_fields_14_value": "",
        "custom_fields_15_name": "",
        "custom_fields_15_type": "",
        "custom_fields_15_value": "",
        "custom_fields_16_name": "",
        "custom_fields_16_type": "",
        "custom_fields_16_value": "",
        "custom_fields_17_name": "",
        "custom_fields_17_type": "",
        "custom_fields_17_value": "",
        "custom_fields_18_name": "",
        "custom_fields_18_type": "",
        "custom_fields_18_value": "",
        "custom_fields_19_name": "",
        "custom_fields_19_type": "",
        "custom_fields_19_value": "",
        "custom_fields_20_name": "",
        "custom_fields_20_type": "",
        "custom_fields_20_value": "",
        "custom_fields_21_name": "",
        "custom_fields_21_type": "",
        "custom_fields_21_value": "",
        "custom_fields_22_name": "",
        "custom_fields_22_type": "",
        "custom_fields_22_value": "",
        "custom_fields_23_name": "",
        "custom_fields_23_type": "",
        "custom_fields_23_value": "",
        "custom_fields_24_name": "",
        "custom_fields_24_type": "",
        "custom_fields_24_value": "",
        "custom_fields_25_name": "",
        "custom_fields_25_type": "",
        "custom_fields_25_value": "",
        "custom_fields_26_name": "",
        "custom_fields_26_type": "",
        "custom_fields_26_value": "",
        "custom_fields_27_name": "",
        "custom_fields_27_type": "",
        "custom_fields_27_value": "",
        "custom_fields_28_name": "",
        "custom_fields_28_type": "",
        "custom_fields_28_value": "",
        "custom_fields_29_name": "",
        "custom_fields_29_type": "",
        "custom_fields_29_value": "",
        "custom_fields_30_name": "",
        "custom_fields_30_type": "",
        "custom_fields_30_value": ""
    }
}

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