Insurgo Integrations

Name: Zapier
Availability: InStock

Put Insurgo to work with AI and enterprise-grade automation

Automate smarter with Insurgo and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Mailparser

HubSpot

Marketing Automation

Google Contacts

Contact Management, Google

Flixcheck

Communication

Gmail

Email, Google

Google Sheets

Google, Spreadsheets

CRM (Customer Relationship Management)

Calendly

Scheduling & Booking

Brevo

Email Newsletters

Mailparser

HubSpot

Marketing Automation

Google Contacts

Contact Management, Google

Flixcheck

Communication

Gmail

Email, Google

Google Sheets

Google, Spreadsheets

Mailparser

HubSpot

Marketing Automation

Google Contacts

Contact Management, Google

Flixcheck

Communication

Gmail

Email, Google

Google Sheets

Google, Spreadsheets

CRM (Customer Relationship Management)

Calendly

Scheduling & Booking

Brevo

Email Newsletters

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create individual clients in Insurgo from new pushed messages in Slack
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Slack + Insurgo
Create client tags in Insurgo for new Slack messages
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Slack + Insurgo
Update Insurgo company clients with new Slack pushed messages
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Slack + Insurgo
Create individual clients in Insurgo from new Gravity Forms submissions
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Gravity Forms + Insurgo
Create Insurgo clients from new Squarespace Forms form submissions
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Squarespace Forms + Insurgo
Create individual clients in Insurgo from new leads in Interact
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Interact + Insurgo

Create individual clients in Insurgo from new pushed messages in Slack

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Slack + Insurgo

Create client tags in Insurgo for new Slack messages

Details

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Slack + Insurgo

Update Insurgo company clients with new Slack pushed messages

Details

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Slack + Insurgo

Create individual clients in Insurgo from new Gravity Forms submissions

Details

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Gravity Forms + Insurgo

Create Insurgo clients from new Squarespace Forms form submissions

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Squarespace Forms + Insurgo

Create individual clients in Insurgo from new leads in Interact

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Interact + Insurgo

Create individual clients in Insurgo for new Instapage form submissions

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Instapage + Insurgo

Add new OptinMonster leads as individual clients in Insurgo

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OptinMonster + Insurgo

Create new Insurgo clients from Qualtrics survey responses

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Qualtrics + Insurgo

Create new Insurgo clients from completed involve.me submissions

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involve.me + Insurgo

Create new tasks in MeisterTask for each new client created in Insurgo

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Insurgo + MeisterTask

Create new Insurgo clients from Thrive Themes form subscriptions

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Thrive Themes + Insurgo

Create individual clients in Insurgo for new Instapage form submissions
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Instapage + Insurgo
Add new OptinMonster leads as individual clients in Insurgo
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OptinMonster + Insurgo
Create new Insurgo clients from Qualtrics survey responses
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Qualtrics + Insurgo
Create new Insurgo clients from completed involve.me submissions
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involve.me + Insurgo
Create new tasks in MeisterTask for each new client created in Insurgo
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Insurgo + MeisterTask
Create new Insurgo clients from Thrive Themes form subscriptions
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Thrive Themes + Insurgo

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.

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
Try It
- 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

- 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

For builders

Let your AI safely access Insurgo

Go beyond Zap workflows. Install Zapier in your AI to call Insurgo actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Insurgo from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Create Individual Client
Create Client Tag

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Insurgo actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Insurgo connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "insurgo", owner: "me" });

await zapier.runAction({
  app: 'insurgo',
  action: 'create_client',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Insurgo Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Insurgo Integrations

Put Insurgo to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create individual clients in Insurgo from new pushed messages in Slack

Create client tags in Insurgo for new Slack messages

Update Insurgo company clients with new Slack pushed messages

Create individual clients in Insurgo from new Gravity Forms submissions

Create Insurgo clients from new Squarespace Forms form submissions

Create individual clients in Insurgo from new leads in Interact

Create individual clients in Insurgo from new pushed messages in Slack

Create client tags in Insurgo for new Slack messages

Update Insurgo company clients with new Slack pushed messages

Create individual clients in Insurgo from new Gravity Forms submissions

Create Insurgo clients from new Squarespace Forms form submissions

Create individual clients in Insurgo from new leads in Interact

Create individual clients in Insurgo for new Instapage form submissions

Add new OptinMonster leads as individual clients in Insurgo

Create new Insurgo clients from Qualtrics survey responses

Create new Insurgo clients from completed involve.me submissions

Create new tasks in MeisterTask for each new client created in Insurgo

Create new Insurgo clients from Thrive Themes form subscriptions

Create individual clients in Insurgo for new Instapage form submissions

Add new OptinMonster leads as individual clients in Insurgo

Create new Insurgo clients from Qualtrics survey responses

Create new Insurgo clients from completed involve.me submissions

Create new tasks in MeisterTask for each new client created in Insurgo

Create new Insurgo clients from Thrive Themes form subscriptions

Let your AI safely access Insurgo

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Insurgo Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Insurgo Integrations

Popular Insurgo Integrations

Connect Your App Accounts to Zapier