Salesflare Salesflare Integrations

Clean Claims and Salesflare

Productivity cleanclaims.com ↗

How to connect Clean Claims

What you can automate

  • When chamber Media Note Created in Clean Claims, create internal note in Salesflare.
  • When contact Created in Clean Claims, find or create contact in Salesflare.
  • When contact Updated in Clean Claims, find or create contact in Salesflare.
  • When issue Completed in Clean Claims, create task in Salesflare.
  • When issue Created in Clean Claims, create task in Salesflare.
  • When legal Review Completed in Clean Claims, create internal note in Salesflare.

About Clean Claims

Clean Claims is a complete Restoration Management in One Platform

Clean Claims operations on Zapier

Triggers (42)

Start a workflow when this happens

  • Chamber Media Created — Triggers when a new chamber media is created.
  • Chamber Media Deleted — Triggers when a chamber media is deleted.
  • Chamber Media Note Created — Triggers when a new chamber media note is created.
  • Chamber Media Note Deleted — Triggers when a chamber media note is deleted.
  • Chamber Media Note Updated — Triggers when an existing chamber media note is updated.
Show 37 more triggers
  • Chamber Media Updated — Triggers when an existing chamber media is updated.
  • Contact Created — Triggers when a new contact is created.
  • Contact Deleted — Triggers when a contact is deleted.
  • Contact Updated — Triggers when an existing contact is updated.
  • Final Inspection Completed — Triggers when a final inspection is completed.
  • Insurance Completed — Triggers when a insurance is completed.
  • Insurance Created — Triggers when a new insurance is created.
  • Insurance Updated — Triggers when an existing insurance is updated.
  • Issue Completed — Triggers when a issue is completed.
  • Issue Created — Triggers when a new issue is created.
  • Issue Updated — Triggers when an existing issue is updated.
  • Legal Review Completed — Triggers when a legal review is completed.
  • Legal Review Created — Triggers when a new legal review is created.
  • Legal Review Updated — Triggers when an existing legal review is updated.
  • Mitigation and Monitoring Completed — Triggers when a mitigation and monitoring is completed.
  • Notes Created — Triggers when a new notes is created.
  • Notes Deleted — Triggers when a notes is deleted.
  • Notes Updated — Triggers when an existing notes is updated.
  • Project Completed — Triggers when a project is completed.
  • Project Created — Triggers when a new project is created.
  • Project Document Completed — Triggers when a project document is completed.
  • Project Document Signed — Triggers when a project document is signed.
  • Project Updated — Triggers when an existing project is updated.
  • Room Media Created — Triggers when a new room media is created.
  • Room Media Deleted — Triggers when a room media is deleted.
  • Room Media Note Created — Triggers when a new room media note is created.
  • Room Media Note Deleted — Triggers when a room media note is deleted.
  • Room Media Note Updated — Triggers when an existing room media note is updated.
  • Room Media Updated — Triggers when an existing room media is updated.
  • Sales Call Completed — Triggers when a sales call is completed.
  • Task Created — Triggers when a new task is created.
  • Task Deleted — Triggers when a task is deleted.
  • Task Updated — Triggers when an existing task is updated.
  • User Activated — Triggers when a user is activated.
  • User Created — Triggers when a new user is created.
  • User Deleted — Triggers when a user is deleted.
  • User Updated — Triggers when an existing user is updated.

Actions (9)

Things Salesflare can make it do

  • Create a Contact for a Project — Adds a new contact record to the given project.
  • Create a New Project — Creates a new project record for the authenticated organization. If upsert=true, updates an existing project matched by integration_id. Note: upsert=true requires both project.create and project.update scopes.
  • Create a User — Creates a new user. If upsert=true, updates the user if they already exist (matched by integration_id). Note: upsert=true requires both user.create and user.update scopes.
  • Create or Update Insurance for a Project — Updates insurance information associated with a specific project. 'carrier_id' links a carrier the organization owns or one its parent shares; null unlinks it, and a blank 'company' takes the carrier's name.
  • Create or Update an Issue for a Project — Updates issue data tied to a given project. When designation or loss_type changes, project settings are automatically updated based on organization defaults.
Show 4 more actions
  • Update Legal Review for a Project — Updates legal review information associated with a specific project.
  • Update a Contact for a Project — Updates an existing contact within a given project.
  • Update a User — Updates an existing user's information.
  • Update an Existing Project — Updates a project by its ID for the authenticated organization.

Searches (6)

Look up existing records

  • Find Insurance for a Project — Retrieves insurance information associated with a specific project.
  • Find Issue for a Project — Retrieves issue information associated with a specific project.
  • Find Legal Review Status for a Project — Retrieves legal review information associated with a specific project.
  • Find a Contact for a Project — Retrieves a specific contact record by contact ID for a given project.
  • Find a Project — Retrieves project information by ID or integration composite ID.
Show 1 more searches
  • Find a User — Retrieves user information by ID or integration composite ID.

Similar apps

GeoMaps

Map your Salesflare accounts, contacts and opportunities, plan customer visits and manage sales…

Native
MyCase

MyCase is legal case management software for unparalleled productivity.

Zapier Make
Zapier Chrome extension

Run workflows right from your browser. Include the URL & Title of the current page or add fields…

Zapier
Process Street

Make recurring work fun, fast, and faultless

Zapier Make
Akiflow

Akiflow is an app that allows you to collect tasks from multiple sources and plan them.

Zapier
Aryeo

The Industry Leading Real Estate Content Platform. Manage, share, and collaborate on the content…

Zapier Make

Not using Salesflare yet?

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.

Try it for free