Using Zapier, you can create new Groups in AMS+ when something happens in a third-party app, or send Group data to a third-party app when something happens in AMS+.
See what Group data you can populate in AMS+ and what Group data you can send to third-party apps.
Zap Actions
Zap Triggers
Zap Actions
Create Group
Using the Create group Zap Action, you can create the full details of groups within your AMS+ account.
Field | Description | Formatting Rules |
---|---|---|
Group Name |
The name of the new Group.
|
- |
DBA |
The DBA of the new Group. |
- |
Description |
The description of the new Group. |
- |
Federal Tax ID | The Federal Tax ID for the new Group. | - |
Industry - SIC ID |
The industry SIC ID of the new Group.
|
|
Industry - SIC Description |
The industry SIC description of the new Group.
|
|
Industry - ID |
The ID of the new Group’s industry.
|
|
Website |
The new Group’s website. |
- |
Group Type - Text |
The type of the new Group.
|
|
Group Type - ID |
The ID of the new Group’s type.
|
|
Group Status - Text |
The new Group’s status.
|
|
Group Status - ID |
The ID of the new Group’s status.
|
|
Account Manager - ID |
The ID of a User that is assigned to the new Group as the account manager. |
|
Servicing Agent - First Name |
The first name of the new Group’s servicing agent.
|
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Servicing Agent - Last Name |
The last name of the new Group’s servicing agent.
|
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Servicing Agent - Middle Name |
The middle name of the new Group’s servicing agent.
|
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Servicing Agent - ID |
The ID of the servicing agent within AMS+ that is assigned to the new Group. This value will be used to display the “Servicing Agent” in the “Group Detail” section.
|
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Additional Agent 1 - First Name |
The first name of the new Group’s additional agent 1.
|
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Additional Agent 1 - Last Name |
The last name of the new Group’s additional agent 1.
|
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Additional Agent 1 - Middle Name |
The middle name of the new Group’s additional agent 1.
|
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Additional Agent 1 - ID |
The ID of the additional agent 1 within AMS+ that is assigned to the new Group. This value will be used to display the “Additional Agent 1” in the “Group Detail” section.
|
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Additional Agent 2 - First Name |
The first name of the new Group’s additional agent 2.
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Additional Agent 2 - Last Name |
The last name of the new Group’s additional agent 2.
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Additional Agent 2 - Middle Name |
The middle name of the new Group’s additional agent 2.
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Additional Agent 2 - ID |
The ID of the additional agent 2 within AMS+ that is assigned to the new Group. This value will be used to display the “Additional Agent 2” in the “Group Detail” section.
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Additional Agent 3 - First Name |
The first name of the new Group’s additional agent 3.
|
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Additional Agent 3 - Last Name |
The last name of the new Group’s additional agent 3.
|
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Additional Agent 3 - Middle Name |
The middle name of the new Group’s additional agent 3.
|
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Additional Agent 3 - ID |
The ID of the additional agent 3 within AMS+ that is assigned to the new Group. This value will be used to display the “Additional Agent 3” in the “Group Detail” section.
|
|
Business Phone Number |
The business phone number of the new Group. |
|
Business Phone Number Ext. |
The business phone number extension of the new Group. |
|
Fax Number |
The fax phone number of the new Group. |
|
Fax Number Ext. |
The fax phone number extension of the new Group. |
|
Address Type |
The address type of the new Group. This value will be displayed in the “Contact Information” section.
|
|
Is Primary Address |
The primary address status of the new Group’s address type, “Yes” or “No”.
|
|
Address Street 1 |
The first line of the address of the new Group. This value will be displayed in the “Contact Information” section. |
- |
Address Street 2 |
The second line of the address of the new Group. This value will be displayed in the “Contact Information” section. |
- |
City |
The city of the new Group. This value will be displayed in the “Contact Information” section. |
- |
County |
The county of the new Group. This value will be displayed in the “Contact Information” section. |
- |
State/Province |
The state abbreviation of the new Group. This value will be displayed in the “Contact Information” section. |
- |
Zip Code |
The zip code of the new Group. This value will be displayed in the “Contact Information” section. |
|
Lead Date |
The lead date of the new Group. |
|
Lead Source - Text |
The lead source of the new Group.
|
|
Lead Source - ID |
The ID of the new Group’s lead source.
|
|
Other Lead Source |
The other lead source of the new Group. |
- |
Lead Agent/Affiliate - First Name |
The first name of the new Group’s lead agent/affiliate.
|
|
Lead Agent/Affiliate - Last Name |
The last name of the new Group’s lead agent/affiliate.
|
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Lead Agent/Affiliate - Middle Name |
The middle name of the new Group’s lead agent/affiliate.
|
|
Lead Agent/Affiliate - ID |
The ID of the lead agent/affiliate within AMS+ that is assigned to the new Group. This value will be used to display the “Lead Agent/Affiliate” in the “Group Detail” section.
|
|
Project Code - Text |
The project code of the new Group.
|
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Project Code - ID |
The ID of the new Group’s project code.
|
|
Custom Fields
You will also have the option to map data from third-party apps to active Group 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
Group Created & Group Updated
Here’s an example of the data payloads that we will send out for both of the AgencyBloc app’s triggers (Group Created and Group Updated):
{
"update_date_time": "2021-09-16T16:27:50",
"update_by_user": {
"id": 13650,
"first_name": "Zap",
"last_name": "Smith"
},
"id": 2615389,
"group_info": {
"name": "Johnson Excavating",
"dba": "J.S. Excavating",
"industry": {
"sic_id": "1794",
"sic_value": "Excavation Work",
"industry_id": 180
},
"employee_count": 1,
"federal_tax_id": "58-9741234",
"description": "Excavating Company",
"website": "www.johnsonexcavating1950.com"
},
"client_info": {
"type": {
"id": 3088768,
"value": "Client"
},
"status": {
"id": 3088898,
"value": "Enrolled"
},
"account_manager": {
"id": 37039,
"first_name": "Zap",
"last_name": "Smith",
"detail_url": ""
},
"servicing_agent": {
"agent_id": 3857767,
"first_name": "Zap",
"last_name": "Smith",
"middle_name": "Wayne",
"detail_url": "Zapier/agent/detail/3857767"
},
"additional_agent1": {
"agent_id": 3857774,
"first_name": "Landon",
"last_name": "Cole",
"middle_name": "David",
"detail_url": "Zapier/agent/detail/3857774"
},
"additional_agent2": {
"agent_id": 3857776,
"first_name": "Blake",
"last_name": "Danielson",
"middle_name": "Jeffery",
"detail_url": "Zapier/agent/detail/3857776"
},
"additional_agent3": {
"agent_id": 3857775,
"first_name": "Preston",
"last_name": "Lakestar",
"middle_name": "Thomas",
"detail_url": "Zapier/agent/detail/3857775"
}
},
"contact_info": {
"addresses": {
"address_1": {
"address_id": 27066867,
"address_type": {
"id": 3088812,
"value": "Home"
},
"street1": "123 Northwood Rd",
"street2": "A:876",
"city": "West Des Moines",
"county_name": "Dallas",
"state_province_abbreviation": "IA",
"postal_code": "50266",
"is_primary": true
},
"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": {
"business": {
"phone_number": "(987) 654-3210",
"extension": "",
"type": "business"
},
"fax": {
"phone_number": "(587) 894-5612",
"extension": "",
"type": "fax"
}
}
},
"lead_info": {
"lead_date": "2019-01-06T00:00:00",
"lead_source": {
"id": 3088832,
"value": "Client Referral"
},
"other_lead_source": "James Johnson",
"agent_affiliate": {
"agent_id": 3857767,
"first_name": "Zap",
"last_name": "Smith",
"middle_name": "Wayne",
"detail_url": "Zapier/agent/detail/3857767"
},
"project_code": {
"id": 3088870,
"value": "Affiliate Bonus Prog"
}
},
"external_id": "",
"create_date_time": "2021-09-16T16:24:27",
"create_by_user": {
"id": 13650,
"first_name": "Zap",
"last_name": "Smith"
},
"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": ""
}
}