1.Detect claim stage move
Integrate Pipedrive to watch for deals moved into configured claim stage and trigger downstream actions.
Create adjuster and carrier tasks when claim stage reached
Automatically detect deals moved into your configured claim stage across Pipedrive, Airtable, Gmail, and Slack. Create and update when claim stage is reachedβso you can schedule adjuster verification, launch carrier outreach, and email onboarding without manual follow-up.
How this automation accelerates claim kickoff
When a deal enters the configured claim stage, delays can slow adjuster and carrier coordination. This automation looks up contacts and records, creates tasks, and sends onboarding email and team alertsβso your team can act immediately.
Pipedriveor swap with your favorite app
2.Looks up contact and owner
Integrate Pipedrive and crm tools to find the deal's person and owner and to map them to contact and owner records.
3.Finds company record
Integrate Airtable and directory lookup tools to retrieve the sender signature and production manager contact.
Airtableor swap with your favorite app
4.Creates adjuster and carrier tasks
Integrate Pipedrive and task management tools to create two prioritized deal tasks and assign them to the production manager.
5.Sends client onboarding email
Integrate Gmail and email templating tools to send onboarding next steps with the directory signature as the From address.
Gmailor swap with your favorite app
6.Posts team job summary
Integrate Slack and team alerts tools to post a channel message with a deal link and contact context.
Slackor swap with your favorite app
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Explore all claims management automations
Accelerate claim handling with automated intake routing, status updates, and document tracking
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