Connect ClaimWizard and RingCentral to unlock the power of automation
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Choose a Trigger
Choose an Action
How Zapier works
Zapier makes it easy to integrate ClaimWizard with RingCentral - no code necessary. See how you can get setup in minutes.
Select a trigger from ClaimWizard
A trigger is an event that starts your Zap and runs the workflow. For example, with ClaimWizard, a trigger could be "New Client Added."
Setup an action from RingCentral
An action is what takes place after the automation is triggered. For example, with RingCentral, the action could be "Create Contact."
That’s it! You just connected ClaimWizard to RingCentral
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Connect ClaimWizard and RingCentral to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Client Added
Triggers when a new client is added.
Try ItTriggerInstant - Client Contact Updated
Triggers when a client contact is updated.
Try ItTriggerInstant - Honorific
- 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
ActionWrite- Call Ended
Triggers when a call has been ended.
Try ItTriggerInstant
- New Client Contact
Triggers when a new client contact is added.
Try ItTriggerInstant - Client Updated
Triggers when a client is updated.
Try ItTriggerInstant - Description
- ViewRequired
- Phone Number
- Extension Number
- Direction
- Recording Type
- Missed Calls Filter
- Results
- Delay By
Try ItTriggerPolling- Do Not Disturb (DND) Presence Updated
Triggers when a user wants to change the Do Not Disturb (DND) presence status.
Try ItTriggerInstant
About ClaimWizard
ClaimWizard provides claim management software for public adjusters and first-party representatives with an emphasis on automation and workflow.
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About RingCentral
RingCentral provides cloud-based communication system to modern businesses of all sizes. The system enables companies with voice, SMS, video, Fax, and team collaboration services on all major desktop and mobile platforms. All devices, services, and users can be managed through our PBX and administrative capability designed for Enterprise IT.
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