1.Catches claim event payload
Integrate Webhooks by Zapier and event parsing tools to capture the claim event payload and extract event type and claim reference.
When claim events arrive without structured work items, delays can stall reviews and cause missed context. This automation captures webhook payloads, enriches claim details, then finds or updates ClickUp tasks and emails reviewer alertsβso your team can triage faster.
Integrate Webhooks by Zapier and event parsing tools to capture the claim event payload and extract event type and claim reference.
Integrate Code by Zapier and claims API calls to enrich the event by mapping claim reference to returned policy, client, dates, and status.
Integrate ClickUp and task search tools to find an existing task using the claim reference and include closed tasks when needed.
Integrate ClickUp and workflow fields to update custom fields and dates or create a new task with the claim link and summary.
Integrate Gmail and notification templates to send a single-line alert when mappings fail or for delete claim events.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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