• [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 AMS+....
  • 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 AMS+, and create API Keys. Zapier is a third-party workflow automation tool. In Zapier, you can ...
  • Making a Zap with AMS+
    Overview In this article, you'll learn the basics of making a Zap with AMS+. "Zap" is the name of workflows in Zapier. For more in-depth resources on Zap setup, visit Zapier's s...
  • AgencyBloc App 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
    Note: The Zap examples and templates covered in this article support Individual Records only. The Zapier integration can't create Sales Records. Overview AMS+ has lead forms tha...
  • RingCentral - Saving Call Recordings to AgencyBloc using Zapier
    Note: The Zap examples and templates covered in this article support Individual Records only. The Zapier integration can't create Activities with call recording attachments for ...
  • Vonage - Saving Call Recordings to AgencyBloc using Zapier
    Note: The Zap examples and templates covered in this article support Individual Records only. The Zapier integration can't create Activities with call recording attachments for ...
  • Zoom - Attaching Recordings to Activities using Zapier
    Overview If you meet with clients over Zoom, you may want to store the recordings in AMS+ for auditing and regulatory purposes. This article has a pre-recorded demo and written ...
  • Calendly - Adding Events to AgencyBloc Activities using Zapier
    Overview If you are using Calendly to schedule meetings with prospects and clients, you can have Zapier add those meetings to AMS+ as Activities. With Activities, you will have ...
  • 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 ...
  • [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+. Se...
  • [Zapier] Groups
    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 Gr...
  • [Zapier] Policies
    Using Zapier, you can create new Policies in AMS+ when something happens in a third-party app, or send Policy data to a third-party app when something happens in AMS+. See what ...
  • [Zapier] Activities
    Using Zapier, you can create new Activities in AMS+ when something happens in a third-party app, or send Activity data to a third-party app when something happens in AMS+. See w...
  • Instructions for Updating the AgencyBloc App in Zapier
    Updating the AgencyBloc App in Zapier When we make improvements to the AgencyBloc app in Zapier, its app version changes. If you use the AgencyBloc app in any of your Zaps, you ...