AgencyBloc + Google Sheets + Schedule by Zapier Integrations

How to connect AgencyBloc + Google Sheets + Schedule by Zapier

Zapier lets you send info between AgencyBloc and Google Sheets and Schedule by Zapier automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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Choose an Action
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Do even more with AgencyBloc + Google Sheets + Schedule by Zapier

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with AgencyBloc, Google Sheets, and Schedule by Zapier. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

  • 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

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How AgencyBloc + Google Sheets + Schedule by Zapier Integrations Work

  1. Step 1: Authenticate AgencyBloc, Google Sheets, and Schedule by Zapier.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
agencybloc logo
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
google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn moreHelp

Related categories

  • Google
  • Spreadsheets

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schedule logo
schedule logo

About Schedule by Zapier

Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.
Learn moreHelp

Related categories

  • Scheduling & Booking
  • Zapier