Connect ClaimWizard and Sub-Zap by Zapier to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
How Zapier works
Zapier makes it easy to integrate ClaimWizard with Sub-Zap by Zapier - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Client Added" from ClaimWizard.
Add your action
An action happens after the trigger—such as "Call a Sub-Zap" in Sub-Zap by Zapier.
You’re connected!
Zapier seamlessly connects ClaimWizard and Sub-Zap by Zapier, automating your workflow.
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- Select Your AccountRequired
- Select Your Sub-ZapRequired
- Parent_zap_directions
- Zap_path_run_id
ActionWrite
- New Client Contact
Triggers when a new client contact is added.
Try ItTriggerInstant - Client Updated
Triggers when a client is updated.
Try ItTriggerInstant - Input / Argument List
- Zap_id
Try ItTriggerInstant- Output / Return Values
- Zap_path_run_id
- Zap_run_id
ActionWrite
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023




93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap