Gravity Forms + Insurgo

Create individual clients in Insurgo from new Gravity Forms submissions

Create new clients in Insurgo whenever a form is submitted in Gravity Forms with this seamless workflow. Saving you time and manual data entry, this automation ensures all important client details are transferred to your Insurgo account. Set it up once and enjoy a seamless process where your client information is always up-to-date.

When this happens...
Form Submission
Triggers when the specified form is submitted.
TriggerInstant
automatically do this!
Create Individual Client
Creates a new individual client
ActionWrite

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Supported triggers and actions

- FormRequired
- Use Admin Field Labels?
Trigger
Instant
Try It
- FormRequired
Action
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 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
Action
Write

- 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
Action
Write
- titleRequired
Action
Write

- IdRequired
- 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 nameRequired
- Last nameRequired
- 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 nameRequired
- 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
- titleRequired
Action
Search or write

- FormRequired
Action
Write
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
- TitleRequired
Action
Write
- Visibility
- Contract titleRequired
- Insurance categoryRequired
- Contract number
- Sel insured risk
- Start date
- End date
- Insurance company ID
- State (technical)
- Stored state
- Contract source
- Payment typeRequired
- Dynamic
- Amount
- Payment method
- Payment contribution
- Payment amount
- Netto amount
- Tax
- Client IdRequired
- Contract responsible user Ids
- Tag ids
Action
Write
- IdRequired
- 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
- IdRequired
- 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
- TitleRequired
Action
Search or write
- Query
- State (technical)
- Contract number
- Tag ids
- Exclude tag ids
- Visibility
- Contract titleRequired
- Insurance categoryRequired
- Sel insured risk
- Start date
- End date
- Insurance company ID
- Stored state
- Contract source
- Payment typeRequired
- Dynamic
- Amount
- Payment method
- Payment contribution
- Payment amount
- Netto amount
- Tax
- Client IdRequired
- Contract responsible user Ids
Action
Search or write

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Learn more

Related categories

Similar apps

About Insurgo

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Gravity Forms + Insurgo

Create individual clients in Insurgo from new Gravity Forms submissions

Form Submission

Submit Form

Client Updated

Contract Created by Client

Create Individual Client

Create Company Client

Create Contract Tag

Update Company Client

Search Individual Client

Search Company Client

Search Contract Tag

Search Insurance Company

Find or Create Individual Client

Find or Create Company Client

Find or Create Contract Tag

Create Entry

Client Created

Contract Created

Contract Updated

Create Client Tag

Create Contract

Update Individual Client

Update Contract

Search Client Tag

Search Contract

Search Insurance Category

Search User

Find or Create Client Tag

Find or Create Contract

About Gravity Forms

Related categories

Similar apps

Formdesk

Zoho Creator

Formidable Forms

About Insurgo

Related categories

Similar apps

Zapier Interfaces