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AgencyBloc + Calendly

Create AgencyBloc activities for new Calendly invitees

Spending too much time manually adding Calendly meetings to your AgencyBloc account? Use this Zap to automatically create and assign AgencyBloc Activities when someone schedules with you in Calendly. This integration will identify the contact via an email address lookup and add the Activity to their Individual record in AgencyBloc.

Spending too much time manually adding Calendly meetings to your AgencyBloc account? Use this Zap to automatically create and assign AgencyBloc Activities when someone schedules with you in Calendly. This integration will identify the contact via an email address lookup and add the Activity to their Individual record in AgencyBloc.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this...
    AgencyBlocAgencyBloc
    Get Individual by Email and Name

    Finds An Individual By Email And Name

    ActionSearch
  3. then do this!
    AgencyBlocAgencyBloc
    Create Activity

    Creates an Activity in AgencyBloc.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
  • Calendly triggers, actions, and search

    Cancel Scheduled Event

    Cancels a scheduled event with a specified reason for the cancellation.

    Action
    Write
  • 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
    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
  • Calendly triggers, actions, and search

    Mark Invitee as No Show

    Marks a specific invitee as a no show.

    Action
    Write
  • 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
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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
calendly logo

About Calendly

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

Related categories