Connect Sendme and insurgo to Build Intelligent Automations

Choose a Trigger

Sendme

When this happens...

Choose an Action

insurgo

Automatically do this!

Enable Integrations or automations with these events of Sendme and insurgo

Enable Integrations or automations with these events of Sendme and insurgo

Triggers

New or Update Contact

New or Update Contact

Triggers when a contact is created or Updated.

Request a new Trigger for Sendme

Actions

Update Contact

Update Contact

Update contact in Sendme.

Create Contact

Create Contact

Create contact in Sendme

Request a new Action for Sendme

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Frequently Asked Questions

How do I start an integration between Sendme and insurgo?

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

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

Absolutely. You can customize how Sendme 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 Sendme and insurgo?

The data sync between Sendme 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 Sendme 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 Sendme and insurgo?

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

Sendme

About Sendme

Sendme is a versatile platform designed to streamline your communication and file-sharing needs. Whether you're collaborating with a team or sharing important documents, Sendme ensures seamless and secure exchanges.

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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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