Create AgencyBloc activities for newly signed documents in Great AEP
Use this Zap to automatically add designated signed documents from Great AEP to an individual's record in AgencyBloc. These documents could be a Medicare Scope of Appointment or ACA Consumer Consent.
Use this Zap to automatically add designated signed documents from Great AEP to an individual's record in AgencyBloc. These documents could be a Medicare Scope of Appointment or ACA Consumer Consent.
- When this happens...Fetch Signed Documents
Triggers when a new documentation is signed in Great AEP.
- automatically do this...Get Individual by Email and Name
Finds An Individual By Email And Name
- then do this!Create Activity
Creates an Activity in AgencyBloc.
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