Insurgo + Notion

Create Insurgo contracts each time new database items appear in Notion

Stay organized and save time with this automated workflow that links Notion to Insurgo. When a new database item is created in Notion, this automation takes over and generates a new contract in Insurgo. This allows you to fast-track contract creation and remove manual data entry, giving you more time to focus on other important tasks. Efficient and seamless, this workflow simplifies your data operations and keeps your business process running smoothly.

When this happens...
New Database Item
Triggers when a new item is created in a database.
TriggerPolling
automatically do this!
Create Contract
Create a new contract
ActionWrite

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Supported triggers and actions

- DatabaseRequired
- Filter by Creation Time
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
Try It
- PageRequired
- Block TypeRequired
- Content
- Programming Language
- Checked
- Icon (Emoji)
Action
Write
- PageRequired
- CommentRequired
Action
Write
- Parent PageRequired
- Title
- Content
- Icon
- Cover
Action
Write

- PageRequired
- ContentRequired
- Content Format
Action
Write
- DatabaseRequired
- ItemRequired
- Content
- Content Format
Action
Write

- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Retrieve a Page
This action retrieves a specific page from Notion using its ID. The page id can be a normal page or a database item.
Action
Write
- PageRequired
Action
Search
- Block IDRequired
- Page Size
- Start Cursor
Action
Search
- Page or Database Item IDRequired
Action
Search
- PageRequired
- PropertyRequired
Action
Search
- UserRequired
Action
Search
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

- Page
Trigger
Instant
Try It
- Page IdRequired
Trigger
Polling
Try It
- DatabaseRequired
- ItemRequired
Action
Write
- DatabaseRequired
- Content
- Content Format
Action
Write
- Page IDRequired
- New Parent IDRequired
- New Parent Type
Action
Write
- Item IDRequired
Action
Write
- Database IDRequired
- Database Title
- Database Description
- Icon (Emoji)
- Property Updates (JSON)
Action
Write
Retrieve Database
This action retrieves a database in Notion using the ID of the database.
Action
Write
- Block IdRequired
Action
Search
- DatabaseRequired
Action
Search
- Page IDRequired
Action
Search
- TitleRequired
- Exact MatchRequired
Action
Search
- Database IDRequired
- Advanced Query (JSON)
Action
Search
- DatabaseRequired
- Content
- Content Format
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 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

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

About Notion

A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.

Learn more

Related categories

Task Management

Insurgo + Notion

Create Insurgo contracts each time new database items appear in Notion

New Database Item

Updated Database Item

Add Block to Page

Add Comment

Create Page

Add Content to Page

Update Database Item

API Request (Beta)

Retrieve a Page

Get Page Comments

Get Block Children

Get Page or Database Item by ID

Get Page Property

Get User Details

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

New Comment

Updated Page

Archive Database Item

Create Database Item

Move Page

Restore Database Item

Update Database Schema

Retrieve Database

Retrieve Block Children

Find Database Items

Get Page and Children

Find Page (By Title)

Query Database (Advanced)

Find or Create Database Item

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

About Insurgo

Related categories

Similar apps

Zapier Interfaces

About Notion

Related categories