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Choose a Trigger
Choose an Action
How Zapier works
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Email AddressRequired
Try It- Free_test_limitation
- ToRequired
- SubjectRequired
- Body (HTML or Plain)Required
- Attachment
- From_name
- Reply_to
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
- Trigger only if a certain attribute changes
Try It- Title
- Setup Directions
Try It- Client Created
Triggers when a new client was created in Insurgo.
Try It - Salutation
- First nameRequired
- Last nameRequired
- 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
- Company nameRequired
- 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
Learn how to automate Email by Zapier on the Zapier blog
Learn how to automate Insurgo on the Zapier blog
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