• 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 action In Zaper. "Zap" is the name of workflows in Zapier, a third-party workflow automation tool. "Z...
  • 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 ...
  • 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...
  • [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...