Insurgo + Interact

Create individual clients in Insurgo from new leads in Interact

Efficiently manage your new leads and streamline your client onboarding process with this workflow. When a new lead is added in Interact, an individual client profile will be created in Insurgo. This automation keeps your client database up-to-date and lets you focus on nurturing relationships and growing your business.

When this happens...
New Lead
Triggers when a new lead is collected from quiz.
TriggerInstant
automatically do this!
Create Individual Client
Creates a new individual client
ActionWrite

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Supported triggers and actions

- QuizRequired
Trigger
Instant
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 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

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