Insurgo + Qualtrics
Create new Insurgo clients from Qualtrics survey responses
Simplify your insurance client onboarding process with this efficient workflow. When a new survey response is received in Qualtrics, a client will be created in Insurgo seamlessly. This automation streamlines data transfer between the two apps, enabling effective client management and saving you valuable time, while providing a smooth experience for your clients.
Simplify your insurance client onboarding process with this efficient workflow. When a new survey response is received in Qualtrics, a client will be created in Insurgo seamlessly. This automation streamlines data transfer between the two apps, enabling effective client management and saving you valuable time, while providing a smooth experience for your clients.
- When this happens...New Survey Response
Triggers when a new response for a survey is received.
- automatically do this!Create Individual Client
Creates a new individual client
- Free forever for core features
- 14 day trial for premium features & apps
SurveyRequired
Try ItMailing ListRequired
Recipient First Name
Recipient Last Name
Recipient Email AddressRequired
Phone Number
Embedded Data
External Reference
SurveyRequired
Email From NameRequired
Reply To Email
Message SubjectRequired
MessageRequired
Sending Delay
Client Created
Triggers when a new client was created in Insurgo
Try ItContract Created
Triggers when a new contract was created in Insurgo
Try It
Mailing ListRequired
Contact First Name
Contact Last Name
Contact Email Address
Phone Number
Embedded Data
External Reference
Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
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 It
