Salesflare Salesflare Integrations

FinLegal Claims Automation and Salesflare

CRM (Customer Relationship Management) finlegal.io ↗

How to connect FinLegal Claims Automation

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.

Similar apps

Salesflare

The CRM your team will love to use.

Popular Zapier Make
Leadberry

B2B lead generation platform

Native Zapier
Salesforce
Zapier Make
Pipedrive
Zapier Make
Zapier Forms
Zapier
Zoho CRM
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