ClaimWizard + CompanyCam
Create new CompanyCam projects when new clients are added in ClaimWizard
When a new client is added in ClaimWizard, this workflow will immediately create a corresponding project in CompanyCam. This seamless process not only saves time but also reduces the possibility of human error in manual transfers. Ensure all your vital client info is contained in all your essential applications with this effective automation.
When a new client is added in ClaimWizard, this workflow will immediately create a corresponding project in CompanyCam. This seamless process not only saves time but also reduces the possibility of human error in manual transfers. Ensure all your vital client info is contained in all your essential applications with this effective automation.
- When this happens...New Client Added
Triggers when a new client is added.
- automatically do this!Add Project
Creates a new project in your account.
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New Client Added
Triggers when a new client is added.
Try ItClient Contact Updated
Triggers when a client contact is updated.
Try ItHonorific
First NameRequired
Middle Initial
Last NameRequired
Full Name
Organization Name
Attention
Email
Email 2
Phone Type
Phone Number
Phone Type 2
Phone Number 2
Phone Type 3
Phone Number 3
Mailing Address - Street
Mailing Address - Street 2
Mailing Address - City
Mailing Address - State
Mailing Address - Postal Code
Mailing Address - Country
Loss Address - Street
Loss Address - Street 2
Loss Address - City
Loss Address - State
Loss Address - Postal Code
Loss Address - Country
Date of Loss (MM/DD/YYYY)
Description of Loss
Insurance Carrier
Claim Number
Policy Number
Note
Note 2
Note 3
New Document
Triggers when a document is added to a project.
Try It