FinLegal Claims Automation and Salesflare
How to connect FinLegal Claims Automation
- Via Zapier — 39 operations available. Set it up ↗
What you can automate
- When contact Attribute Created or Updated in FinLegal Claims Automation, find or create contact in Salesflare.
About FinLegal Claims Automation
FinLegal Claims Automation is a total solution for legal claims automation.
FinLegal Claims Automation operations on Zapier
Triggers (8)
Start a workflow when this happens
- Activity Attribute Created or Updated — Triggers when a activity attribute is created or updated.
- Activity Created or Updated — Triggers when an activity is created or updated.
- Case Attribute Created or Updated — Triggers when a case attribute is created or updated.
- Claim Attribute Created or Updated — Triggers when a claim attribute is created or updated.
- Claim Status Change — Triggers when a claim has it's status updated.
Show 3 more triggers
- Contact Attribute Created or Updated — Triggers when a contact attribute is created or updated.
- Document Created — Triggers when a document is created.
- Document Updated — Triggers when a document is updated.
Actions (16)
Things Salesflare can make it do
- Create Activity — Creates an Activity
- Create Activity File — Creates a file on an Activity
- Create Claim — Creates a Claim
- Create Claim File — Creates a file on a Claim
- Create Claim Group — Create Claim Group
Show 11 more actions
- Create Contact — Creates a Contact. Individuals are created by default if no ContactType is specified. Email is the only required attribute for individuals. CompanyName is required for organizations.
- Remove Claim From Claim Group — Remove Claim From Claim Group
- Save Case Attributes — Save Case Attributes
- Save Claim Attributes — Saves Claim Attributes
- Save Contact Attributes — Saves Contact Attributes
- TypeForm: Update Activity — Update an Activity via TypeForm
- Update Activity — Update an Activity
- Update Claim — Update a Claim
- Update Claim Group — Update Claim Group
- Update Claim Group With Claim Id — Update Claim Group With Claim Id
- Update Contact — Update a Contact
Searches (15)
Look up existing records
- Download File by Url — Download File by Url
- Get Activity File URLs — Returns file urls to call with Casefunnel's 'Download File' action followed by a 'Looping by Zapier' action.
- Get Activity by Id — Get Activity by Id
- Get Case Activities by Contact Id — Get Case Activities by Contact Id
- Get Case Attributes — Get Case Attributes
Show 10 more searches
- Get Claim Activities by Claim Id — Get Claim Activities by Claim Id
- Get Claim Attributes — Get Claim Attributes
- Get Claim File URLs — Returns file urls to call with Casefunnel's 'Download File' action followed by a 'Looping by Zapier' action.
- Get Claim Group by Id — Get Claim Group by Id
- Get Claim Ids by Claim Group Id — Get Claim Ids by Claim Group Id
- Get Claim by Id — Get Claim by Id
- Get Claims by Contact — Get Claims by Contact
- Get Contact Attributes — Get Contact Attributes
- Get Contact by Id — Get Contact by Id
- Search for a Contact by Email or Phone — Search for a Contact. Provide an email address OR a phone number. Email is used if both are provided.
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