1.Catches intake submission payload
Integrate Webhooks by Zapier, payload parsing tools, and claim intake fields to extract core submission data to create items.
Create initial claim items in master board from intake
Automatically capture intake payloads across Webhooks by Zapier and monday.com. Create and update master board claim items when intake payloads arrive, required fields validate, or submission IDs are newβso you can normalize dates, link sources, and assign owners without manual paperwork.
How this automation creates claim items in your master board
When intake submissions land in a webhook, delays can stall claim setup and cause inconsistent item fields. This automation catches intake payloads and extracts data, then normalizes dates and creates and updates monday.com itemsβso your team can launch generation with clean, linked records.
Webhooks by Zapieror swap with your favorite app
2.Normalizes date fields
Integrate Formatter by Zapier and date normalization tools to parse and normalize any date fields to standardize claim dates.
Formatter by Zapieror swap with your favorite app
3.Creates master board item
Integrate monday.com and board data mapping to create a new item and map title, link, date, instructions, and contact fields.
monday.comor swap with your favorite app
4.Sets owner and initial status
Integrate monday.com and workflow updates to set owner and status and add an update with intake notes.
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