Insurgo + Slack
Create individual clients in Insurgo from new pushed messages in Slack
Effortlessly manage your client information with this efficient workflow. When a new message is pushed in Slack, an individual client will be created in Insurgo simultaneously. Keep your client database up-to-date and streamline your insurance business process using this seamless automation.
Effortlessly manage your client information with this efficient workflow. When a new message is pushed in Slack, an individual client will be created in Insurgo simultaneously. Keep your client database up-to-date and streamline your insurance business process using this seamless automation.
- When this happens...
New Message Posted to ChannelTriggers when a new message is posted to a specific #channel you choose.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create Individual ClientCreates a new individual client
ActionWriteCreate a new record or update an existing record in your app.
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Trigger for Bot Messages?
Optimized data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Trigger for Bot Messages?
Optimized data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Channel
User Name
Shared
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Search QueryRequired
Optimized data
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planConversation ID
Reaction
Member ID
Message Author ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Zap Identifier
Access type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New User
Triggers when a new Slack user is created / first joins your org.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Conversation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
UsersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Allowed Delete Copy
Conversation IDRequired
Message TS (ID)Required
Posted By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Allowed Edit Copy
Conversation IDRequired
Message TS (ID)Required
Posted By
Content Type
Reply Broadcast
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
Add Zapier app to channel automatically?
Message TextRequired
Send as a bot?
Bot Name
Bot Icon
Include a link to this Zap?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
Zap Id
File
Thread
Send Channel Message?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
TopicRequired
Topic set by
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Status Text
Status Emoji
Expiration Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove User from Channel
This action removes a specified user from a specified channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
Message ID (ts)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch QueryRequired
Sort By
Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your appUsernameRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your appTrigger only if a certain attribute changes
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Contract Created by Client
Triggers when a new contract was created in Insurgo by a Client
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.titleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Query
State (technical)
Salutation
Segment
App user state
Include tag ids
Exclude tag ids
ActionThis is an event a Zap performs.SearchFind existing data in your appQuery
State (technical)
Segment
Include tag ids
Exclude tag ids
ActionThis is an event a Zap performs.SearchFind existing data in your appQuery
Ids
ActionThis is an event a Zap performs.SearchFind existing data in your appQuery
ActionThis is an event a Zap performs.SearchFind existing data in your appQuery
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundQuery
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundQuery
Ids
titleRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Channel
Triggers when a new #channel is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Username
Highlight Word
Trigger for Bot Messages?
Only Public Channels?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Trigger for Bot Messages?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Saved Message
Triggers when you save a message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TextRequired
Remind when?Required
Remind who?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
Scheduled AsRequired
Scheduled Message IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
Add Zapier app to channel automatically?
Message TextRequired
Send as a bot?
Bot Name
Bot Icon
Include a link to this Zap?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
File
Thread
Send Channel Message?
Zap Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send Multi Message
Message TextRequired
Send as a bot?
Include a link to this Zap?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
Zap Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Channel NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Status Copy
Approval request messageRequired
Send message asRequired
Approval typeRequired
Zap Id
Include a link to this Zap?
Approve button URL
Approve button label
Add decline button
Add details button
Require confirmation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Title
Email
Display Name
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Private Channel
This action creates a private channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
Message ID (ts)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
Message TS (ID)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your appFull NameRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your appClient Created
Triggers when a new client was created in Insurgo
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contract Created
Triggers when a new contract was created in Insurgo
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Trigger only if a certain attribute changes
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TitleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Query
Ids
ActionThis is an event a Zap performs.SearchFind existing data in your appQuery
State (technical)
Contract number
Include tag ids
Exclude tag ids
ActionThis is an event a Zap performs.SearchFind existing data in your appQuery
ActionThis is an event a Zap performs.SearchFind existing data in your appQuery
E-Mails
ActionThis is an event a Zap performs.SearchFind existing data in your appQuery
Ids
TitleRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundQuery
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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