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FinLegal Claims Automation + Jotform Enterprise

FinLegal Claims Automation + Jotform Enterprise

FinLegal Claims Automation + Jotform Enterprise integrations

Create contacts in FinLegal Claims Automation from new Jotform Enterprise submissions

Seamless capture contact details and grow your outreach when you activate this Zap. Once it's active, this integration automatically generates a contact in FinLegal Claims Automation from the details included in each new Jotform Enterprise submission.

When this happens...
New SubmissionTriggers when a new submission has been added to a specific form.
TriggerPolling
automatically do this!
Create ContactCreates a Contact. Individuals are created by default if no ContactType is specified. Email is the only required attribute for individuals. CompanyName is required for organizations.
ActionWrite

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More things you can do with Jotform Enterprise and FinLegal Claims Automation

Discover other triggers and actions you can use with Jotform Enterprise and FinLegal Claims Automation

- Team Workspace
  Required
- Form
  Required
Trigger
Polling
Try It
- Team Workspace
  Required
- Select a form
  Required
- Assignee email
  Required
- Invitation Message
- Prefilled Field Permissions
Action
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
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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

- Team Workspace
  Required
- Select a form
  Required
- Assignee email
  Required
- Invitation Message
- Assignee Permission
Action
Write
- Team Workspace
  Required
- Select a form
  Required
Action
Write
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
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

About FinLegal Claims Automation

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

Related categories

CRM (Customer Relationship Management)

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About Jotform Enterprise

Jotform Enterprise is a digital workplace productivity tool that provides a powerful ROI across your entire organization.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

Similar apps

Zapier Forms

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