Microsoft Excel + Insurgo
Create new rows in Microsoft Excel when clients are created in Insurgo
Keep track of new clients effortlessly with this Insurgo and Microsoft Excel integration. Every time you add a new client in Insurgo, a corresponding row will be created in your Excel spreadsheet. This automation reduces manual data entry and eases database management, freeing you up for tasks of greater importance.
Keep track of new clients effortlessly with this Insurgo and Microsoft Excel integration. Every time you add a new client in Insurgo, a corresponding row will be created in your Excel spreadsheet. This automation reduces manual data entry and eases database management, freeing you up for tasks of greater importance.
- When this happens...Client Created
Triggers when a new client was created in Insurgo
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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Client Created
Triggers when a new client was created in Insurgo
Try ItContract Created
Triggers when a new contract was created in Insurgo
Try ItTrigger only if a certain attribute changes
Try ItTitleRequired
Trigger only if a certain attribute changes
Try ItContract Created by Client
Triggers when a new contract was created in Insurgo by a Client
Try ItSalutation
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
