Connect Doubletick and insurgo to Build Intelligent Automations

Choose a Trigger

Doubletick

When this happens...

Choose an Action

insurgo

Automatically do this!

Enable Integrations or automations with these events of Doubletick and insurgo

Enable Integrations or automations with these events of Doubletick and insurgo

Actions

Send WhatsApp Message

Send WhatsApp Message

Send a WhatsApp Message to a Contact

Send WhatsApp Media Message

Send WhatsApp Media Message

Send WhatsApp Media Message

Send WhatsApp Template Message

Send WhatsApp Template Message

Send a pre-approved whatsapp message template to a contact

Create a new group

Create a new group

Create a new group by group name

Add a member to a group

Add a member to a group

Add a new member to a group

Delete a group

Delete a group

Delete an existing group by group ID

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Frequently Asked Questions

How do I start an integration between Doubletick and insurgo?

To start, connect both your Doubletick and insurgo accounts to viaSocket. Once connected, you can set up a workflow where an event in Doubletick triggers actions in insurgo (or vice versa).

Can we customize how data from Doubletick is recorded in insurgo?

Absolutely. You can customize how Doubletick data is recorded in insurgo. This includes choosing which data fields go into which fields of insurgo, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Doubletick and insurgo?

The data sync between Doubletick and insurgo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Doubletick to insurgo?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Doubletick and insurgo?

Yes, you can set conditional logic to control the flow of data between Doubletick and insurgo. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Doubletick

About Doubletick

Doubletick is an email tracking tool that allows users to see when their emails have been read. It integrates seamlessly with popular email clients to enhance communication tracking.

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insurgo

About insurgo

As an innovative cloud-based broker management program, Insurgo is the timely all-in-one solution for digitized brokerage firms.

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