Gmail + Google Contacts + FinLegal Claims Automation

Search in FinLegal Claims Automation and send Gmail emails for new or updated Google Contacts

Whenever you have new or updated Google Contacts, this integration will search for the contact in FinLegal Claims Automation. Then, a Gmail email with the contact's information will be sent. This helps case handlers know whether or not contacts exist within FinLegal Claims Automation.

When this happens...
New or Updated Contact
Triggers when a contact is created or updated.
TriggerScheduled
automatically do this...
Search for a Contact by Email or Phone
Search for a Contact. Provide an email address OR a phone number. Email is used if both are provided.
ActionSearch
then do this!
Send Email
Triggers when a new e-mail appears in the specified mailbox.
ActionWrite

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Supported triggers and actions

What does this mean?

New or Updated Contact
Triggers when a contact is created or updated.
Trigger
Scheduled
Try It
New Contact
Triggers when a contact is created.
Trigger
Scheduled
Try It
Create Contact
Creates a new contact.
Action
Write
- NameRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Search ByRequired
Action
Search or write
Document Updated
Triggers when a document is updated.
Trigger
Instant
Try It

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 IdRequired
- File NameRequired
- File TypeRequired
- Share TypeRequired
- FileRequired
Action
Write
- Administrator IdRequired
- Claim Name
- Claimant Ids
Action
Write
- Claim IdRequired
- File NameRequired
- File TypeRequired
- Share TypeRequired
- FileRequired
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 IdRequired
- Claim IdRequired
Action
Write
- Security TokenRequired
Action
Write
- Claim Group IdRequired
- Claim Group NameRequired
Action
Write
- Contact IdRequired
- 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 IdRequired
Action
Search
- Activity IdRequired
Action
Search
- Contact IdRequired
Action
Search
- Claim IdRequired
Action
Search
- Claim IdRequired
Action
Search
- Claim Group IdRequired
Action
Search
- Contact IDRequired
Action
Search
- Label/Mailbox
- Search String
Trigger
Scheduled
Try It
- Label/MailboxRequired
Trigger
Scheduled
Try It
- Search StringRequired
Trigger
Scheduled
Try It
- Label/Mailbox
Trigger
Scheduled
Try It
- SubjectRequired
- To
- Cc
- Bcc
- From
- From Name
- Body Type
- BodyRequired
- Signature
- Label/Mailbox
- Attachments
Action
Write
- NameRequired
Action
Write
- Message to Remove Label(s) FromRequired
- Label(s) to RemoveRequired
Action
Write
- Search StringRequired
Action
Search

New Group
Triggers when a group is created.
Trigger
Scheduled
Try It
- ContactRequired
- GroupRequired
Action
Write
- ContactRequired
- Phone Number
- Additional Phone Numbers
Action
Write
- Contact
- PhotoRequired
Action
Write
- Search ByRequired
Action
Search
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
Try It
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 IdRequired
Action
Write
- Claim IdRequired
Action
Write
- Claim Group NameRequired
Action
Write
- Contact IdRequired
Action
Write
- Activity IdRequired
- Status
- Workflow Key
Action
Write
- Claim IdRequired
- Administrator Id
- Claim Name
- Claimant Ids
- Claim Status Id
- Claim Status Change Note
- Claim Status Change Client Message
- Send Notification?
Action
Write
- Claim Group IdRequired
- Claim IdRequired
Action
Write
- FileUrlRequired
Action
Search
- Contact IdRequired
Action
Search
- Activity IdRequired
Action
Search
- Administrator IdRequired
Action
Search
- Claim IdRequired
Action
Search
- Claim Group IdRequired
Action
Search
- Contact IdRequired
Action
Search
- Email
- Phone
Action
Search
New Label
Triggers when you add a new label.
Trigger
Scheduled
Try It
- Label/Mailbox
Trigger
Scheduled
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Scheduled
Try It
- Label(s) to Add
- Message to be LabeledRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body Type
- BodyRequired
- Signature
- Label/Mailbox
- Attachments
Action
Write
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body Type
- BodyRequired
- Signature
- Label/Mailbox
- Attachments
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Body Type
- BodyRequired
- Label/Mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body Type
- BodyRequired
- Signature
- Label/Mailbox
- Attachments
Action
Search or write

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn more Help

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About Google Contacts

Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you last interacted with them, and more.

Learn more Help

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About FinLegal Claims Automation

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

Help

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Gmail + Google Contacts + FinLegal Claims Automation

Search in FinLegal Claims Automation and send Gmail emails for new or updated Google Contacts

New or Updated Contact

New Contact

Create Contact

Create Group

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find or Create Contact

Search ByRequired

Document Updated

Activity Attribute Created or Updated

Claim Attribute Created or Updated

Contact Attribute Created or Updated

Create Activity File

Activity IdRequired

File NameRequired

File TypeRequired

Share TypeRequired

FileRequired

Create Claim

Administrator IdRequired

Claim Name

Claimant Ids

Create Claim File

Claim IdRequired

File NameRequired

File TypeRequired

Share TypeRequired

FileRequired

Create Contact

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

Remove Claim From Claim Group

Claim Group IdRequired

Claim IdRequired

TypeForm: Update Activity

Security TokenRequired

Update Claim Group

Claim Group IdRequired

Claim Group NameRequired

Update Contact

Contact IdRequired

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