Insurgo + KlickTipp

Update KlickTipp contacts when new clients are updated in Insurgo

"Ensure your KlickTipp contacts are always up-to-date with the latest information from Insurgo. This workflow activates when there's an update on the Insurgo client, and reflects those changes in the KlickTipp contact list. Enhance communication efficiency and keep consistent record by utilizing this seamless connection between Insurgo and KlickTipp."

When this happens...
Client Updated
Triggers when an existing client was changed in Insurgo
TriggerInstant
automatically do this!
Add or Update Contact
Adds a new contact. If a contact with the same email already exists, it will be updated.
ActionWrite

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Supported triggers and actions

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
Watch New Events
Triggers when a webhook event occurs in KlickTipp, such as a tag being added, an email being opened or sent, a link clicked, an SMS sent, and more.
Trigger
Instant
Try It
- Identify Contact ByRequired
Action
Write
- Identify Contact ByRequired
Action
Write
- Data FieldRequired
Action
Write
- Opt-in ProcessRequired
- Email AddressRequired
Action
Write
List Contacts
Lists the IDs of all active contacts
Action
Write
List Opt-In Processes
Lists the IDs and names of all opt-in processes
Action
Write
List Tags
Lists the IDs and names of all tags
Action
Write
- Email AddressRequired
- Tag IDsRequired
Action
Write
- Email AddressRequired
- TagRequired
Action
Write
- TagRequired
- Name
- Description
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
- NameRequired
- Description
Action
Write
- TagRequired
Action
Write
- Email AddressRequired
Action
Write
- Opt-in ProcessRequired
Action
Write
- TagRequired
Action
Write
List Data Fields
Lists the IDs and names of all data fields
Action
Write
- TagRequired
Action
Write
- Info
- Email Address
- SMS Number
- Opt-in Process
- Tag
Action
Write
- Email AddressRequired
Action
Write
- Identify Contact ByRequired
- New Email Address
- SMS Number
Action
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)

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

About KlickTipp

KlickTipp is an email marketing service provider. On our easy to use platform, you can segment your subscribers by tags and send highly relevant emails or even SMS to them. Keep track of your success by analysing real-time data like Conversions, Opens, Clicks and more.

Learn more

Related categories

Marketing Automation

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Zapier Interfaces

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

Insurgo + KlickTipp

Update KlickTipp contacts when new clients are updated in Insurgo

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

Watch New Events

Delete Contact

Get Contact

Get Data Field

Search Redirect URL

List Contacts

List Opt-In Processes

List Tags

Tag Contact

Untag Contact

Update Tag

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 Tag

Delete Tag

Search Contact ID

Get Opt-In Process

Get Tag

List Data Fields

Search Tagged Contacts

Add or Update Contact

Unsubscribe Contact

Update Contact

About Insurgo

Related categories

Similar apps

Zapier Interfaces

About KlickTipp

Related categories

Similar apps

Zapier Interfaces