• [Guide] Getting Started with Zapier
    What is Zapier? Zapier is a third-party automation platform that connects your work apps and does repetitive tasks for you. Zapier connects more than 5,000 apps, including Agenc...
  • Integration Overview: Zapier
    Video recorded in October 2021 After you watch the video 1. Set goals for what you want to achieve using Zapier Identify the business problems that you want to solve or ...
  • Activating the Zapier Integration
    Overview In this article, you’ll learn how to activate the Zapier integration in AgencyBloc, and create API Keys. Zapier is a third-party workflow automation tool. In Zapier, yo...
  • Making a Zap with AgencyBloc
    Overview In this article, you'll learn the basics of making a Zap with AgencyBloc. "Zap" is the name of workflows in Zapier. For more in-depth resources on Zap setup, visit Zapi...
  • AgencyBloc Triggers & Actions in Zapier
    Overview In this article, you’ll learn about our supported Zap triggers and actions. "Zap" is the name of workflows in the third-party workflow automation app Zapier. With Zaps,...
  • Connect to Third-Party Lead Generation Apps using Zapier
    Overview AgencyBloc has lead forms that you can put on your website. When someone visits your site and fills out the form, we’ll automatically create a record with the lead’s co...
  • RingCentral - Saving Call Recordings to AgencyBloc using Zapier
    Overview This article has pre-recorded demos and written instructions for using Zapier to save RingCentral call recordings as Activities in AgencyBloc. New to Zapier? See this a...
  • Vonage - Saving Call Recordings to AgencyBloc using Zapier
    Overview This article has written instructions and screenshots for using Zapier to save Vonage call recordings as Activities in AgencyBloc. New to Zapier? See this article first...
  • Zoom - Attaching Recordings to Activities using Zapier
    Overview If you meet with clients over Zoom, you may want to store the recordings in AgencyBloc for auditing and regulatory purposes. This article has a pre-recorded demo and wr...
  • Send Handwritten Notes using Zapier
    Overview Emails have replaced snail mail as the standard communication method for almost every occasion. In turn, snail mail has become something of a unique experience, especia...
  • Share Contact Info with Third-Party Apps using Zapier
    Overview Any third-party app or tool that sends communications, such as emails or texts, needs contact information to know where to send them to. When you add leads and clients ...
  • [Webinar] How to Manage Your Leads in AgencyBloc Using Zapier
    Video recorded on September 15, 2022 What was covered: 0:00 - 0:53: Introduction 0:54 - 3:15: Zapier overview 3:16 - 5:00: Activating the Zapier integration in Agenc...
  • [Webinar] Automating Round-Robin Agent Assignments for New Leads Using Zapier
    Video recorded on August 18, 2022 What was covered: 0:00 - 1:40: Introduction 1:41 - 6:51: Zapier Overview 6:52 - 11:42: Step 1: Build a Lead Generation Zap 11:43 - ...
  • [Zapier] Individuals
    Using Zapier, you can create new Individuals in AgencyBloc when something happens in a third-party app, or send Individual data to a third-party app when something happens in Ag...
  • [Zapier] Groups
    Using Zapier, you can create new Groups in AgencyBloc when something happens in a third-party app, or send Group data to a third-party app when something happens in AgencyBloc....
  • [Zapier] Policies
    Using Zapier, you can create new Policies in AgencyBloc when something happens in a third-party app, or send Policy data to a third-party app when something happens in AgencyBlo...
  • [Zapier] Activities
    Using Zapier, you can create new Activities in AgencyBloc when something happens in a third-party app, or send Activity data to a third-party app when something happens in Agenc...
  • Instructions for Updating the AgencyBloc App in Zapier
    We will be updating the AgencyBloc app in Zapier to the latest version on June 2, 2022. If any of your Zaps use an AgencyBloc trigger or action, please update them to the latest...