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Integrate AgencyBloc with Levitate to automate your work

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate AgencyBloc with Levitate - no code necessary. See how you can get setup in minutes.

Select a trigger from AgencyBloc

A trigger is an event that starts your Zap and runs the workflow. For example, with AgencyBloc, a trigger could be "Activity Created."
A trigger is the event that kicks off your automated workflow.

Setup an action from Levitate

An action is what takes place after the automation is triggered. For example, with Levitate, the action could be "Create or Update Levitate Contact."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected AgencyBloc to Levitate

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your AgencyBloc to Levitate integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect AgencyBloc and Levitate to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect AgencyBloc and Levitate to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • AgencyBloc triggers, actions, and search
    Activity Created

    Triggers when an Activity is created in AgencyBloc.

    Trigger
    Instant
    Try It
  • AgencyBloc triggers, actions, and search
    Group Created

    Triggers when a Group is created in AgencyBloc.

    Trigger
    Instant
    Try It
    • Mask SSN Data
    • Mask Medicare Beneficiary ID Data
    Trigger
    Instant
    Try It
  • AgencyBloc triggers, actions, and search
    Policy Created

    Triggers when a Policy is created in AgencyBloc.

    Trigger
    Instant
    Try It
  • AgencyBloc triggers, actions, and search
    Activity Updated

    Triggers when an Activity is updated in AgencyBloc.

    Trigger
    Instant
    Try It
  • AgencyBloc triggers, actions, and search
    Group Updated

    Triggers when a Group is updated in AgencyBloc.

    Trigger
    Instant
    Try It
    • Mask SSN Data
    • Mask Medicare Beneficiary ID Data
    Trigger
    Instant
    Try It
  • AgencyBloc triggers, actions, and search
    Policy Updated

    Triggers when a Policy is updated in AgencyBloc.

    Trigger
    Instant
    Try It

Learn how to automate AgencyBloc on the Zapier blog

Learn how to automate Levitate on the Zapier blog

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agencybloc logo
About AgencyBloc
AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.
Learn moreHelp
Related categories
  • Sales & CRM
levitate logo
levitate logo
About Levitate
Our Happiness Platform combines authentic communication tools, dedicated success specialists and AI to help you build lasting relationships.
Learn more
Related categories
  • CRM (Customer Relationship Management)

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