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Calendly + Insurgo

Create new Insurgo clients every time new Calendly invitees are created

When a new invitee is added in Calendly, this automation will instantly create an individual client profile in Insurgo. This workflow simplifies the process of client management by ensuring every new appointment set-up includes a detailed record within your Insurgo system. Stay organized and efficient with this streamlined process.

When this happens...
Invitee Created or RescheduledTriggers when an invitee schedules or reschedules an event.
TriggerInstant
automatically do this!
Create Individual ClientCreates a new individual client
ActionWrite

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More things you can do with Calendly and Insurgo

Discover other triggers and actions you can use with Calendly and Insurgo

- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It

- Routing Form
Trigger
Instant
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- Event Name
  Required
- Host User
  Required
- Co-hosts
- Duration (in minutes)
  Required
- Time Zone
- Start Date
  Required
- End Date
  Required
- Location Kind
- Location
- Additional Location Info
Action
Write

- Event Type
  Required
- Start Time
  Required
- Invitee Email
  Required
- Invitee Full Name
- Invitee First Name
- Invitee Last Name
- Invitee Timezone
  Required
- Location Type
- Text Reminder Phone Number
- Event Guests
- Questions
- Answers
- Enable Invitee Tracking
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
- Name
- Email
- Email Is Primary
- Phone Number
- Timezone
- Job Title
- Company
- Country
- State
- City
- LinkedIn
Action
Write
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- Event UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
- Search
  Required
Action
Search
Client Created
Triggers when a new client was created in Insurgo
Trigger
Instant
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Contract Created
Triggers when a new contract was created in Insurgo
Trigger
Instant
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- Trigger only if a certain attribute changes
Trigger
Instant
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- Title
  Required
Action
Write
- Visibility
- Contract title
  Required
- Insurance category
  Required
- Contract number
- Sel insured risk
- Start date
- End date
- Insurance company ID
- State (technical)
- Stored state
- Contract source
- Payment type
  Required
- Dynamic
- Amount
- Payment method
- Payment contribution
- Payment amount
- Netto amount
- Tax
- Client Id
  Required
- Contract responsible user Ids
- Tag ids
Action
Write
- Id
  Required
- Salutation (technical)
- First name
- Last name
- E-mail
- Segment
- Marital status
- State
- Title
- Date of birth
- Phone
- Mobile
- Business phone
- Fax
- Current proficiency
- Learned proficiency
- Position proficiency
- Retirement age
- Street
- House number
- Zip
- City
- Country
- Mailing address enabled?
- Mailing address name or company name
- Mailing address c/o
- Mailing address street
- Mailing address house number
- Mailing address zip
- Mailing address city
- Mailing address country
- Tag ids
Action
Write
- Id
  Required
- Visibility
- Contract title
- Insurance category
- Contract number
- Sel insured risk
- Start date
- End date
- Insurance company ID
- State (technical)
- Stored state
- Contract source
- Payment type
- Dynamic
- Amount
- Payment method
- Payment contribution
- Payment amount
- Netto amount
- Tax
- Client Id
- Contract responsible user Ids
- Tag ids
Action
Write
- Query
- Ids
Action
Search
- Query
- State (technical)
- Contract number
- Include tag ids
- Exclude tag ids
Action
Search
- Query
Action
Search
- Query
- E-Mails
Action
Search
- Query
- Ids
- Title
  Required
Action
Search or write
- Query
- State (technical)
- Contract number
- Tag ids
- Exclude tag ids
- Visibility
- Contract title
  Required
- Insurance category
  Required
- Sel insured risk
- Start date
- End date
- Insurance company ID
- Stored state
- Contract source
- Payment type
  Required
- Dynamic
- Amount
- Payment method
- Payment contribution
- Payment amount
- Netto amount
- Tax
- Client Id
  Required
- Contract responsible user Ids
Action
Search or write

- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
Event Canceled
Triggers when an event is canceled.
Trigger
Polling
Try It
- Free Plan Copy
- Webhook subscription scope
  Required
- Event Type
- Invitee type
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
Try It
- Event UUID
  Required
- Reason
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Name
  Required
- Email
  Required
- Email Is Primary
- Phone Number
- Timezone
- Job Title
- Company
- Country
- State
- City
- LinkedIn
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Contact UUID
  Required
Action
Search
- Invitee Email
  Required
- Scope
  Required
- Event Type
- Event Status
- Sort Order
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Sort
- Email
- Phone Number
- Timezone
- Name
- Job Title
- Company
- Country
- State
- City
Action
Search
- Trigger only if a certain attribute changes
Trigger
Instant
Try It
Contract Created by Client
Triggers when a new contract was created in Insurgo by a Client
Trigger
Instant
Try It
- Salutation
- First name
  Required
- Last name
  Required
- E-mail
- Segment
- Marital status
- State
- Title
- Date of birth
- Phone
- Mobile
- Business phone
- Fax
- Current proficiency
- Learned proficiency
- Position proficiency
- Retirement age
- Street
- House number
- Zip
- City
- Country
- Mailing address enabled?
- Mailing address name or company name
- Mailing address c/o
- Mailing address street
- Mailing address house number
- Mailing address zip
- Mailing address city
- Mailing address country
- Tag ids
Action
Write
- Company name
  Required
- E-mail
- State
- Segment
- Number of employees
- Total salaries
- Sector
- Revenue
- Tax number
- VAT number
- Foundation date
- Business phone
- Mobile
- Fax
- Street
- House number
- Zip
- City
- Country
- Mailing address enabled?
- Mailing address name or company name
- Mailing address c/o
- Mailing address street
- Mailing address house number
- Mailing address zip
- Mailing address city
- Mailing address country
- Tag ids
Action
Write
- title
  Required
Action
Write
- Id
  Required
- Company name
- E-mail
- State
- Segment
- Number of employees
- Total salaries
- Sector
- Revenue
- Tax number
- VAT number
- Business phone
- Foundation date
- Mobile
- Fax
- Street
- House number
- Zip
- City
- Country
- Mailing address enabled?
- Mailing address name or company name
- Mailing address c/o
- Mailing address street
- Mailing address house number
- Mailing address zip
- Mailing address city
- Mailing address country
- Tag ids
Action
Write
- Query
- State (technical)
- Salutation
- Segment
- App user state
- Include tag ids
- Exclude tag ids
Action
Search
- Query
- State (technical)
- Segment
- Include tag ids
- Exclude tag ids
Action
Search
- Query
- Ids
Action
Search
- Query
Action
Search
- Query
- State
- Salutation
- Segment
- App user state
- Tag ids
- Exclude tag ids
- First name
  Required
- Last name
  Required
- E-mail
- Marital status
- Title
- Date of birth
- Phone
- Mobile
- Business phone
- Fax
- Current proficiency
- Learned proficiency
- Position proficiency
- Retirement age
- Street
- House number
- Zip
- City
- Country
- Mailing address enabled?
- Mailing address name or company name
- Mailing address c/o
- Mailing address street
- Mailing address house number
- Mailing address zip
- Mailing address city
- Mailing address country
Action
Search or write
- Query
- State
- Segment
- Tag ids
- Exclude tag ids
- Company name
  Required
- E-mail
- Number of employees
- Total salaries
- Sector
- Revenue
- Tax number
- VAT number
- Foundation date
- Business phone
- Mobile
- Fax
- Street
- House number
- Zip
- City
- Country
- Mailing address enabled?
- Mailing address name or company name
- Mailing address c/o
- Mailing address street
- Mailing address house number
- Mailing address zip
- Mailing address city
- Mailing address country
Action
Search or write
- Query
- Ids
- title
  Required
Action
Search or write

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.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

About Insurgo

As an innovative cloud-based broker management program, Insurgo is the timely all-in-one solution for digitized brokerage firms.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Create new Insurgo company clients whenever new invitees are created in Calendly

Related Zap Templates

Create new Insurgo company clients whenever new invitees are created in Calendly