Insurgo + TidyCal

Insurgo + TidyCal integrations

Create individual clients in Insurgo for every new booking in TidyCal

Need a swift way to transfer new bookings from TidyCal to Insurgo? This workflow initiates once a new booking is set up in your TidyCal application, prompting the creation of an individual client in the Insurgo software. By managing the transfer of details, it ensures swift and seamless coordination between your scheduling and insurance apps, saving you precious time. Keep everything in check and streamline your appointments with this smooth integration.

When this happens...
New BookingTriggers when a booking is created.
TriggerPolling
automatically do this!
Create Individual ClientCreates a new individual client
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with TidyCal and Insurgo

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

Cancelled Booking
Triggers when a booking is cancelled.
Trigger
Polling
Try It
Rescheduled Booking
Triggers when a booking is rescheduled.
Trigger
Polling
Try It
New Contact
Triggers when a contact is added.
Trigger
Polling
Try It
- Team
  Required
Trigger
Polling
Try It
Client Created
Triggers when a new client was created in Insurgo
Trigger
Instant
Try It

Contract Created
Triggers when a new contract was created in Insurgo
Trigger
Instant
Try It
- Trigger only if a certain attribute changes
Trigger
Instant
Try It

- 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

New Booking
Triggers when a booking is created.
Trigger
Polling
Try It
New Booking Type
Lists the booking types.
Trigger
Polling
Try It
New Team
Lists the teams.
Trigger
Polling
Try It
- Team
  Required
Trigger
Polling
Try It
- 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 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

About TidyCal

TidyCal is simple and easy calendar management and booking tool.

Learn moreLearn moreHelpHelp

Related categories

Calendar