Connect minimo and insurgo to Build Intelligent Automations

Choose a Trigger

minimo

When this happens...

Choose an Action

insurgo

Automatically do this!

Enable Integrations or automations with these events of minimo and insurgo

Enable Integrations or automations with these events of minimo and insurgo

Actions

Create Contact

Create Contact

Add a new contact to Minimo using an email, with optional phone and first/last name.

Send Email

Send Email

Send a transactional email to a recipient using a selected template and optional custom fields.

Request a new Action for minimo

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between minimo and insurgo?

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

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

Absolutely. You can customize how minimo 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 minimo and insurgo?

The data sync between minimo 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 minimo 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 minimo and insurgo?

Yes, you can set conditional logic to control the flow of data between minimo 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.

minimo

About minimo

Minimo is a versatile platform designed to streamline your digital experiences, offering tools for efficient project management and team collaboration. Enhance productivity with intuitive features tailored for modern workflows.

Learn More
insurgo

About insurgo

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

Learn More