FinLegal Claims Automation + Paperless Forms
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.
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.
- automatically do this!TypeForm: Update Activity
Update an Activity via TypeForm
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Form Name
Try ItDocument Updated
Triggers when a document is updated.
Try ItActivity Attribute Created or Updated
Triggers when a activity attribute is created or updated.
Try ItClaim Attribute Created or Updated
Triggers when a claim attribute is created or updated.
Try It
Document Created
Triggers when a document is created.
Try ItActivity Created or Updated
Triggers when an activity is created or updated.
Try ItCase Attribute Created or Updated
Triggers when a case attribute is created or updated.
Try ItClaim Status Change
Triggers when a claim has it's status updated.
Try It
