AgencyBloc + Zapier: Create and Update Policies
About AgencyBloc
About Zapier
What we can pull into Levitate from AgencyBloc
Building on our ability to pull in contact level information, we can now pull in policy level information from AgencyBloc into Levitate. Trying to figure out how to pull in contact level information? Check out this article.
- Policy Number
- Carrier Name
- Premium
- Renewal Date
- Effective Date
- Policy Holder ID
- Cancellation Date
- Line of Business
- Policy ID
- Policy Holder First & Last Name
The tags you can add are 'AgencyBloc,' 'Status: Status Field,' and 'Type: Type Field.' Status will be something like active, type will be something like client. Adding 'AgencyBloc' as a tag will let us know that the contact has been added from or updated through Zapier.
Getting set up
Zapier is pretty user friendly, so if you're comfortable getting the Zap between AgencyBloc and Levitate set up, go for it! Otherwise, you can always get help from our Implementations team. Your Success Specialist can assist with setting up a Zapier setup meeting.
To get set up with AgencyBloc + Zapier, you'll need to be an owner on the AgencyBloc account to access integration settings— once you get to those settings you will need to check and see if Zapier is available as an integration. If you do not see Zapier available you will need to reach out to AgencyBloc to enable it.
Once you've confirmed that you have Zapier enabled on your account, we recommend using our template to set up the Zaps— the templates save some time by eliminating the need to manually enter each field that we can pull in and update in Levitate. It will also add the three tags listed above, by default.
Two Zaps need to get set up; one for creating policies and another for updating policies. You can find the templates for both, here:
First, you'll need to follow a few steps to access your API code from AgencyBloc. You'll go to your AgencyBloc dashboard, go to Settings, Choose Integrations, and you'll see Zapier on the list. From there, you will access the API code, copy it, and enter it in the Zapier pop-up.
When setting up these Zaps, we highly recommend that you accurately title them to reflect that one is for Creating Policies and one is for Updating Policies.
Once you've either utilized the template linked above or manually entered the fields that you'd like to pull into Levitate, you'll be prompted to enter an API Key from Levitate. You can access it through the drop-down menu under your name on the Levitate Dashboard > Integrations > Manage Keys > Generate Key. Once your API key is generated, you'll copy and paste it in to the pop-up from Zapier.
Read more about this process here.
From there, you will need to run a 'test step,' take a look at the information that is being pulled, and then proceed to publish the Zap. You can turn the Zap on and off at any time, using the toggle switch in the upper right corner of the Zap's page.
Where will this data show up?
All policy data pulled in using Zapier will show up on the Policy Board, as well as on the associated contact's contact profile in Levitate.
How is ownership assigned to contacts pulled in from Zapier?
The user that generates the API key in Levitate will be assigned as owner of the contacts pulled into Levitate.
I need more help!
You're welcome to get it set up yourself, using our API Key, or you can request assistance in getting set up with your Success Specialist who will set you up with a Zapier Implementation meeting.