FinLegal Claims Automation + Paperless Forms

FinLegal Claims Automation + Paperless Forms integrations

Create and update FinLegal Claims Automation activities from new Paperless Forms entries

Streamline your claims automation process with this workflow that connects Paperless Forms and FinLegal Claims Automation. When a new entry is submitted via Paperless Forms, the data is instantly used to update the activity in FinLegal Claims Automation. This seamless integration ensures your claims management stays up-to-date, making your process more efficient and accurate.

When this happens...
New Entry (Rest)Triggers when a new entry is submitted.
TriggerInstant
automatically do this!
TypeForm: Update ActivityUpdate an Activity via TypeForm
ActionWrite

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More things you can do with Paperless Forms and FinLegal Claims Automation

Discover other triggers and actions you can use with Paperless Forms and FinLegal Claims Automation

- Form Name
Trigger
Instant
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Document Updated
Triggers when a document is updated.
Trigger
Instant
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Activity Attribute Created or Updated
Triggers when a activity attribute is created or updated.
Trigger
Instant
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Claim Attribute Created or Updated
Triggers when a claim attribute is created or updated.
Trigger
Instant
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Contact Attribute Created or Updated
Triggers when a contact attribute is created or updated.
Trigger
Instant
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- 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

Document Created
Triggers when a document is created.
Trigger
Instant
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Activity Created or Updated
Triggers when an activity is created or updated.
Trigger
Instant
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Case Attribute Created or Updated
Triggers when a case attribute is created or updated.
Trigger
Instant
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Claim Status Change
Triggers when a claim has it's status updated.
Trigger
Instant
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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 FinLegal Claims Automation

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

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Related categories

CRM (Customer Relationship Management)

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About Paperless Forms

Paperless Forms allows you to easily create and send custom forms on any device.