Insurgo + Squarespace Forms
Create Insurgo clients from new Squarespace Forms form submissions
Easily manage your new client onboarding process with this efficient workflow that connects Squarespace Forms and Insurgo. When a prospective client submits a form on your Squarespace Forms site, this automation will instantly create an individual client profile in the Insurgo app. Save time by streamlining your client intake process while ensuring you have all the necessary information at your fingertips.
Easily manage your new client onboarding process with this efficient workflow that connects Squarespace Forms and Insurgo. When a prospective client submits a form on your Squarespace Forms site, this automation will instantly create an individual client profile in the Insurgo app. Save time by streamlining your client intake process while ensuring you have all the necessary information at your fingertips.
- When this happens...New Form Submission
Triggers when form submission is submitted.
- automatically do this!Create Individual Client
Creates a new individual client
- Free forever for core features
- 14 day trial for premium features & apps
FormRequired
Try ItClient 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 It
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 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
