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  • thanks.io logothanks.io logo
  • Filter by Zapier logoFilter by Zapier logo
  • AgencyBloc logoAgencyBloc logo
  • thanks.io logothanks.io logo
  • Filter by Zapier logoFilter by Zapier logo

AgencyBloc + thanks.io + Filter by Zapier

AgencyBloc + thanks.io + Filter by Zapier

AgencyBloc + thanks.io integrations

Send handwritten cards from thanks.io for new activities in AgencyBloc

Handwritten cards are a personal, thoughtful way to connect with your clients. This Zap lets you send them out effortlessly. By creating an AgencyBloc Activity with a specific subject line (i.e. Happy Birthday), this integration will automatically trigger thanks.io to send your chosen card to the contact to help them celebrate their birthday or anniversary, welcome them as a new client, and more.

  1. When this happens...
    Activity Created
    Activity Created
    Activity CreatedTriggers when an Activity is created in AgencyBloc.
  2. automatically do this...
    Only continue if...
    Only continue if...
    Only continue if...Set up rules to specify when this Zap can continue running.
  3. then do this...
    Get Individual by ID
    Get Individual by ID
    Get Individual by IDFind and include Individual information by Individual ID.
  4. then do this!
    Send Notecard
    Send Notecard
    Send NotecardImmediately sends a Notecard. If mailing address isn't provided but email is, we will attempt to lookup mailing address for 7c per successful response.
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More things you can do with these apps

Discover other triggers and actions you can use with AgencyBloc, Filter by Zapier, and more

  • AgencyBloc triggers, actions, and search
    Activity Created

    Triggers when an Activity is created in AgencyBloc.

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  • AgencyBloc triggers, actions, and search
    Group Created

    Triggers when a Group is created in AgencyBloc.

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    • Mask SSN Data
    • Mask Medicare Beneficiary ID Data
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  • AgencyBloc triggers, actions, and search
    Policy Created

    Triggers when a Policy is created in AgencyBloc.

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  • AgencyBloc triggers, actions, and search
    Activity Updated

    Triggers when an Activity is updated in AgencyBloc.

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    Group Updated

    Triggers when a Group is updated in AgencyBloc.

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    • Mask SSN Data
    • Mask Medicare Beneficiary ID Data
    Trigger
    Instant
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  • AgencyBloc triggers, actions, and search
    Policy Updated

    Triggers when a Policy is updated in AgencyBloc.

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    Instant
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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.
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thanksio logo
About thanks.io
Thanks.io is a way to automatically send ‘handwritten’ postcards, letters, notecards, and giftcards at scale for as low as $.59 per card.
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About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
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