1.Catches claims webhook payload
Integrate Webhooks by Zapier and automation triggers to decode incoming claims payloads and route the workflow to the next steps.
Create claims subtask and send insurer request email
Automatically catch incoming claims webhook payloads across Webhooks by Zapier. Send request emails when claims webhook arrives, payload contains a task identifier, or insurer identifier is presentβso you can create subtasks, look up insurer contacts, and document requests without manual follow-up.
How this automation creates claim subtasks for faster insurer requests
When a claims webhook arrives and insurer details still require manual setup, delays can stall statements and slow reviews. This automation finds the parent task, creates an insurer request subtask, and sends an outbound email with the broker authorizationβso your team can act quickly.
Webhooks by Zapieror swap with your favorite app
2.Finds task by ID
Integrate ClickUp and task lookup tools to find the parent task and retrieve assignees and custom fields to continue.
ClickUpor swap with your favorite app
3.Finds insurer record
Integrate Zapier Tables and contact lookup tools to find the insurer contact record and return insurer email and name.
Zapier Tablesor swap with your favorite app
4.Decodes file and sets due date
Integrate Formatter by Zapier and date calculations to decode attachment file name and set due date to now plus 3 days.
Formatter by Zapieror swap with your favorite app
5.Creates claims subtask
Integrate ClickUp and task creation to create a subtask under the parent, set assignees, and apply custom fields and due date.
6.Sends insurer request email
Integrate Email by Zapier and outbound email sending to send the insurer request email with the broker authorization attached.
Email by Zapieror swap with your favorite app
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