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AgencyBloc Integration

The forms on your BrightFire website can integrate with AgencyBloc to automatically route form data using the actions listed below.

BrightFire integrates your website forms with AgencyBloc using Zapier.

Once a zap is published in Zapier, each time the connected form on your BrightFire website is submitted, the zap will automatically route form data to AgencyBloc.

Supported Actions

  • Create Activity
  • Create Group
  • Create Individual
  • Create Policy
  • Get Activity by ID
  • Get Group by ID
  • Get Individual by ID
  • Get Individual Date of Birth and Name
  • Get Individual by Email and Name
  • Get Individual by Phone Number and Name
  • Get Policy by ID

You must have an AgencyBloc account to activate this integration.

Read the Zapier Integration article for more information about how Zapier works.

Submit a Zapier Integration Request to get started.

Need More Help?

Submit a ticket with any questions you have.