Connect Textdrip to AgencyBloc and automate any workflow
![Textdrip](https://zapier-images.imgix.net/storage/services/bf406f4f1dd0968c5fcbcef00870dd8d.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Textdrip](https://zapier-images.imgix.net/storage/services/bf406f4f1dd0968c5fcbcef00870dd8d.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![AgencyBloc](https://zapier-images.imgix.net/storage/services/b0a7c187080e59fc388f757076185bc4.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![AgencyBloc](https://zapier-images.imgix.net/storage/services/b0a7c187080e59fc388f757076185bc4.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
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 Textdrip with AgencyBloc - no code necessary. See how you can get setup in minutes.
Select a trigger from Textdrip
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from AgencyBloc
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected Textdrip to AgencyBloc
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect Textdrip and AgencyBloc 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
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect Textdrip and AgencyBloc 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.
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.
- Contact IDRequired
- Campaign IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- Pipeline ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Drip Campaign IDRequired
- Full NameRequired
- PhoneRequired
- Email
- Date of birth
- Address
- State
- Zip Code
- Custom Input 1
- Custom Input 2
- Custom Input 3
- Custom Input 4
- Custom Input 5
- Lead Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- To NumberRequired
- Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Get Drip Campaigns and Buckets
This will return all needed information for campaigns and buckets on your account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - PhoneRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Campaign IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Get Phone Number List
Returns json list of available phone numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Get Quick Responses
Get quick responses you have setup on your account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Activity Created
Triggers when an Activity is created in AgencyBloc.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Group Created
Triggers when a Group is created in AgencyBloc.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Mask SSN Data
- Mask Medicare Beneficiary ID Data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Policy Created
Triggers when a Policy is created in AgencyBloc.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Create Activities Description
- Associated With Description
- Associated With - Record TypeRequired
- Associated With - Record IDRequired
- SubjectRequired
- Notes
- Activity Status - Text
- Activity Status - ID
- Activity Type - Text
- Activity Type - ID
- Activity Priority - Text
- Activity Priority - ID
- Activity Method - Text
- Activity Method - ID
- Activity Date
- Due Date
- Due Date - All Day
- Due Date - Start Date & Time
- Due Date - End Date & Time
- Follow-up User - First Name
- Follow-up User - Last Name
- Follow-up User - ID
- Follow-up Team - Name
- Follow-up Team - ID
- Parent Activity ID
- Attach Files From Zapier
- Example Attachment Input
- Attachment Files & URLs
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Individuals Description
- First NameRequired
- Last NameRequired
- Middle Name
- Nickname
- Title
- Date of Birth
- Gender
- Social Security Number
- Driver's License Number
- Deceased Date
- Type - Text
- Type - ID
- Status - Text
- Status - ID
- Medicare Beneficiary ID
- Medicare Effective Date Part A
- Medicare Effective Date Part B
- Smoker Status
- Servicing Agent - First name
- Servicing Agent - Last Name
- Servicing Agent - Middle Name
- Servicing Agent - ID
- Additional Agent 1 - First Name
- Additional Agent 1 - Last Name
- Additional Agent 1 - Middle Name
- Additional Agent 1 - ID
- Additional Agent 2 - First Name
- Additional Agent 2 - Last Name
- Additional Agent 2 - Middle Name
- Additional Agent 2 - ID
- Additional Agent 3 - First Name
- Additional Agent 3 - Last Name
- Additional Agent 3 - Middle Name
- Additional Agent 3 - ID
- Home Phone Number
- Home Phone Number Ext.
- Business Phone Number
- Business Phone Number Ext.
- Cell Phone Number
- Cell Phone Number Ext.
- Fax Number
- Fax Number Ext.
- Address Type
- Is Primary Address
- Address Street 1
- Address Street 2
- City
- County
- State/Province
- Zip Code
- Email Address
- Secondary Email Address
- Opt-Out Of Emails
- Lead Date
- Lead Source - Text
- Lead Source - ID
- Other Lead Source
- Lead Agent/Affiliate - First Name
- Lead Agent/Affiliate - Last Name
- Lead Agent/Affiliate - Middle Name
- Lead Agent/Affiliate - ID
- Project Code - Text
- Project Code - ID
- Individual Custom Fields Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Individual IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email
- First NameRequired
- Middle Name
- Last NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Policy IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
- Phone (19993339999)Required
- Date/TimeRequired
- Message to be sentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PhoneRequired
- Campaign IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name (full Name)Required
- PhoneRequired
- Email
- Birth Date 2023-01-01
- Address
- State
- Zip Code
- Campaign IDRequired
- Custom Input 1
- Custom 2
- Custom Input 3
- Custom Input 4
- Custom Input 5
- Lead Source
- Quote
- Tag 1Required
- Tag 2
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Phone TokenRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Get All Tags
Get all tags on account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - PhoneRequired
- PageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search
- PageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Get Images
returns images available on account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Get Pipelines
Get all pipelines available on account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - PhoneRequired
- Name (full Name)Required
- Email
- Address
- State
- Zip Code
- Birth Date 2023-01-01
- Custom Input 1
- Custom Input 2
- Custom Input 3
- Custom Input 4
- Custom Input 5
- Quote
- Tag 1Required
- Tag 2
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity Updated
Triggers when an Activity is updated in AgencyBloc.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Group Updated
Triggers when a Group is updated in AgencyBloc.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Mask SSN Data
- Mask Medicare Beneficiary ID Data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Policy Updated
Triggers when a Policy is updated in AgencyBloc.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Create Groups Description
- Group NameRequired
- DBA
- Description
- Federal Tax ID
- Industry - SIC ID
- Industry - SIC Description
- Industry - ID
- Employee Count
- Website
- Group Type - Text
- Group Type - ID
- Group Status - Text
- Group Status - ID
- Account Manager - ID
- Servicing Agent - First name
- Servicing Agent - Last Name
- Servicing Agent - Middle Name
- Servicing Agent - ID
- Additional Agent 1 - First Name
- Additional Agent 1 - Last Name
- Additional Agent 1 - Middle Name
- Additional Agent 1 - ID
- Additional Agent 2 - First Name
- Additional Agent 2 - Last Name
- Additional Agent 2 - Middle Name
- Additional Agent 2 - ID
- Additional Agent 3 - First Name
- Additional Agent 3 - Last Name
- Additional Agent 3 - Middle Name
- Additional Agent 3 - ID
- Business Phone Number
- Business Phone Number Ext.
- Fax Number
- Fax Number Ext.
- Address Type
- Is Primary Address
- Address Street 1
- Address Street 2
- City
- County
- State/Province
- Zip Code
- Lead Date
- Lead Source - Text
- Lead Source - ID
- Other Lead Source
- Lead Agent/Affiliate - First Name
- Lead Agent/Affiliate - Last Name
- Lead Agent/Affiliate - Middle Name
- Lead Agent/Affiliate - ID
- Project Code - Text
- Project Code - ID
- Group Custom Fields Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Policies Description
- Policyholder TypeRequired
- Policyholder - ID
- Carrier - Name
- Carrier - ID
- Policy Number
- Premium
- Lives
- Pay Frequency
- Project Code - Text
- Project Code - ID
- Status - Text
- Status - ID
- Coverage Type - Text
- Coverage Type - ID
- App Submit Date
- Effective Date
- Renewal Date
- Term Date
- Signed By - First Name
- Signed By - Last Name
- Signed By - Middle Name
- Signed By - ID
- Account Manager - First Name
- Account Manager - Last Name
- Account Manager - ID
- Servicing Agent - Agency - Name
- Servicing Agent - Agency - ID
- Servicing Agent - Agent Number
- Servicing Agent - Agent Number - ID
- Servicing Agent - First Name
- Servicing Agent - Last Name
- Servicing Agent - Middle Name
- Servicing Agent - ID
- Additional Agent 1 - First Name
- Additional Agent 1 - Last Name
- Additional Agent 1 - Middle Name
- Additional Agent 1 - ID
- Additional Agent 2 - First Name
- Additional Agent 2 - Last Name
- Additional Agent 2 - Middle Name
- Additional Agent 2 - ID
- Additional Agent 3 - First Name
- Additional Agent 3 - Last Name
- Additional Agent 3 - Middle Name
- Additional Agent 3 - ID
- Additional Agent 4 - First Name
- Additional Agent 4 - Last Name
- Additional Agent 4 - Middle Name
- Additional Agent 4 - ID
- Additional Agent 5 - First Name
- Additional Agent 5 - Last Name
- Additional Agent 5 - Middle Name
- Additional Agent 5 - ID
- Group Policy - Renewal Percent
- Group Policy - New Hire Eligibility - Text
- Group Policy - New Hire Eligibility - ID
- Group Policy - Eligibility Hours - Text
- Group Policy - Eligibility Hours - ID
- Group Policy - Rate Method
- Group Policy - Waiting Period
- Group Policy - Classifications
- Group Policy - Notes
- Individual Policy - Pay Method - Text
- Individual Policy - Pay Method - ID
- Individual Policy - Notes
- Individual Policy - Member ID
- Policy Coverage - Carrier Product - Text
- Policy Coverage - Carrier Product - ID
- Policy Coverage - Effective Date
- Policy Coverage - Premium
- Policy Coverage - Renewal Date
- Policy Coverage - Status
- Policy Coverage - Notes
- Policy Coverage - Fees
- Policy Coverage - Override FieldSet
- Policy Custom Fields Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Group IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Date of Birth
- First NameRequired
- Middle Name
- Last NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Phone NumberRequired
- First NameRequired
- Middle Name
- Last NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app