Insurgo and Salesflare
How to connect Insurgo
- Via Zapier — 26 operations available. Set it up ↗
What you can automate
- When client Created in Insurgo, find or create account, then find or create contact, then add contact to account in Salesflare.
- When client Updated in Insurgo, find or create account, then find or create contact, then add contact to account in Salesflare.
- When contract Created by Client in Insurgo, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Account in Salesflare, create Company Client in Insurgo.
About Insurgo
As an innovative cloud-based broker management program, Insurgo is the timely all-in-one solution for digitized brokerage firms.
Insurgo operations on Zapier
Triggers (5)
Start a workflow when this happens
- Client Created — Triggers when a new client was created in Insurgo
- Client Updated — Triggers when an existing client was changed in Insurgo
- Contract Created — Triggers when a new contract was created in Insurgo
- Contract Created by Client — Triggers when a new contract was created in Insurgo by a Client
- Contract Updated — Triggers when an existing contract was changed in Insurgo
Actions (13)
Things Salesflare can make it do
- Create Client Tag — Creates a new client tag
- Create Company Client — Creates a new company client.
- Create Contract — Create a new contract
- Create Contract Tag — Creates a new contract tag
- Create Individual Client — Creates a new individual client
Show 8 more actions
- Find or Create Client Tag — Searches an existing client tag.
- Find or Create Company Client — Searches an existing company client
- Find or Create Contract — Searches an existing Contract
- Find or Create Contract Tag — Searches an existing contract tag
- Find or Create Individual Client — Searches an existing individual client
- Update Company Client — Updates an existing company client
- Update Contract — Updates an existing contract
- Update Individual Client — Updates an existing individual client
Searches (8)
Look up existing records
- Search Client Tag — Searches an existing client tag.
- Search Company Client — Searches an existing company client
- Search Contract — Searches an existing Contract
- Search Contract Tag — Searches an existing contract tag
- Search Individual Client — Searches an existing individual client
Show 3 more searches
- Search Insurance Category — Searches an existing insurance category
- Search Insurance Company — Searches an existing insurance company
- Search User — Searches an existing user
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