Microsoft Excel + FinLegal Claims Automation

Microsoft Excel + FinLegal Claims Automation integrations

Create new FinLegal Claims Automation cases from Microsoft Excel rows

Effortlessly manage your legal claims by connecting Microsoft Excel to the FinLegal Claims Automation app. With this workflow, every time you add a new row in your Excel sheet, the case attributes will be seamlessly saved in FinLegal for quick and accurate processing. Stay organized and enhance your productivity by streamlining crucial data between these two powerful platforms.

When this happens...
New RowTriggers when a new row is added to a worksheet in a spreadsheet.
TriggerPolling
automatically do this!
Save Case AttributesSave Case Attributes
ActionWrite

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More things you can do with Microsoft Excel and FinLegal Claims Automation

Discover other triggers and actions you can use with Microsoft Excel and FinLegal Claims Automation

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Column Index
  Required
- Apply To
- Header Preservation
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Search or write
Document Updated
Triggers when a document is updated.
Trigger
Instant
Try It
Activity Attribute Created or Updated
Triggers when a activity attribute is created or updated.
Trigger
Instant
Try It
Claim Attribute Created or Updated
Triggers when a claim attribute is created or updated.
Trigger
Instant
Try It
Contact Attribute Created or Updated
Triggers when a contact attribute is created or updated.
Trigger
Instant
Try It
- Activity Id
  Required
- File Name
  Required
- File Type
  Required
- Share Type
  Required
- File
  Required
Action
Write
- Administrator Id
  Required
- Claim Name
- Claimant Ids
Action
Write
- Claim Id
  Required
- File Name
  Required
- File Type
  Required
- Share Type
  Required
- File
  Required
Action
Write
- First Name
- Middle Name
- Last Name
- Company Name
- Contact Type
- Date of Birth
- Email
- phone
- Secondary Phone
- marketing Consents
- service Consents
- Address Line 1
- Address Line2
- City
- State
- Country
- Post Code
Action
Write
- Claim Group Id
  Required
- Claim Id
  Required
Action
Write
- Security Token
  Required
Action
Write
- Claim Group Id
  Required
- Claim Group Name
  Required
Action
Write
- Contact Id
  Required
- First Name
- Middle Name
- Last Name
- Company Name
- Date of Birth
- Email
- phone
- Secondary Phone
- marketing Consents
- service Consents
- Address Line 1
- Address Line2
- City
- State
- Country
- Post Code
Action
Write
- Claim Id
  Required
Action
Search
- Activity Id
  Required
Action
Search
- Contact Id
  Required
Action
Search
- Claim Id
  Required
Action
Search
- Claim Id
  Required
Action
Search
- Claim Group Id
  Required
Action
Search
- Contact ID
  Required
Action
Search

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- New Name
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- No_match_copy
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write
Document Created
Triggers when a document is created.
Trigger
Instant
Try It
Activity Created or Updated
Triggers when an activity is created or updated.
Trigger
Instant
Try It
Case Attribute Created or Updated
Triggers when a case attribute is created or updated.
Trigger
Instant
Try It
Claim Status Change
Triggers when a claim has it's status updated.
Trigger
Instant
Try It
Create Activity
Creates an Activity
Action
Write
- Contact Id
  Required
Action
Write
- Claim Id
  Required
Action
Write
- Claim Group Name
  Required
Action
Write
- Contact Id
  Required
Action
Write
- Activity Id
  Required
- Status
- Workflow Key
Action
Write
- Claim Id
  Required
- Administrator Id
- Claim Name
- Claimant Ids
- Claim Status Id
- Claim Status Change Note
- Claim Status Change Client Message
- Send Notification?
Action
Write
- Claim Group Id
  Required
- Claim Id
  Required
Action
Write
- FileUrl
  Required
Action
Search
- Contact Id
  Required
Action
Search
- Activity Id
  Required
Action
Search
- Administrator Id
  Required
Action
Search
- Claim Id
  Required
Action
Search
- Claim Group Id
  Required
Action
Search
- Contact Id
  Required
Action
Search
- Email
- Phone
Action
Search

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

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Related categories

Microsoft

Spreadsheets

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

About FinLegal Claims Automation

FinLegal Claims Automation is a total solution for legal claims automation.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Update activities in FinLegal Claims Automation when updating Microsoft Excel rows

Related Zap Templates

Update activities in FinLegal Claims Automation when updating Microsoft Excel rows