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Surense

Connect Surense integrations

Orchestrate your insurance agency's operations by integrating Surense to manage policies, client files, and leads. Linking this specialized CRM with our workflow automation tool lets you instantly trigger digital signatures, sync calendar meetings, or upload Har Bituach files. Sign up today to start building your first custom insurance pipeline.

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Verified

Surense

This app is supported and maintained by the official vendor Surense Technologies LTD.

Triggers and actions

Developed, supported and maintained by community users.

Create a customer
Creates a new customer
Action
Create a data proxies URL
Creates a URL for data proxies approval
Action
Create a lead
Creates a lead
Action
Create a meeting
Creates a new meeting
Action
Create a meeting summary
Creates a meeting summary
Action
Create a report
Creates a customer's report
Action
Create a workflow
Creates a workflow
Action
Create an activity
Creates an activity
Action
Create Related Customer
Create Related Customer
Action
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Surense

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Supercharge your workflows

Integrate Surense with Make to Automate Your Security Workflows

Connect Surense with Make to automate your user provisioning, receive real-time Slack alerts, update access roles dynamically, and export compliance audit logs directly to Google Sheets.

Automated user provisioning

Automatically create or revoke API access tokens in Surense whenever team members are added or removed in your HR tools.

Dynamic role updates

Instantly sync changes in user roles from your central database to Surense to update API access permissions on the fly.

Real-time security alerts

Connect Surense to communication apps like Slack to instantly notify your team whenever unauthorized access attempts are detected.

Simplified compliance logging

Automatically export Surense audit logs to Google Sheets or databases to keep a clear record of security events without manual effort.

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.