Connect Holded and agencybloc to Build Intelligent Automations

Choose a Trigger

Holded

When this happens...

Choose an Action

agencybloc

Automatically do this!

Enable Integrations or automations with these events of Holded and agencybloc

Enable Integrations or automations with these events of Holded and agencybloc

Triggers

New Contact

New Contact

Trigger when a new contact created.

Request a new Trigger for Holded

Actions

Create Contact

Create Contact

Create a new contact.

List Contacts

List Contacts

Get all your contact by phone number.

Update Contact

Update Contact

Update a specific contact.

Create Product

Create Product

Create a new product.

List Products

List Products

Get all your products.

Create Payment

Create Payment

Create a new payment.

We'll help you get started

Our team is all set to help you!

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Frequently Asked Questions

How do I start an integration between Holded and agencybloc?

To start, connect both your Holded and agencybloc accounts to viaSocket. Once connected, you can set up a workflow where an event in Holded triggers actions in agencybloc (or vice versa).

Can we customize how data from Holded is recorded in agencybloc?

Absolutely. You can customize how Holded data is recorded in agencybloc. This includes choosing which data fields go into which fields of agencybloc, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Holded and agencybloc?

The data sync between Holded and agencybloc typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Holded to agencybloc?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Holded and agencybloc?

Yes, you can set conditional logic to control the flow of data between Holded and agencybloc. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Holded

About Holded

The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.

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agencybloc

About agencybloc

AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.

Learn More