1.Evaluate claim record fields
Integrate Stacker Classic to check required fields and continue only for qualifying records.
Create investigations and audit logs from verified claims
Automatically evaluate verified claims across Stacker Classic and SendGrid. Get instant investigation records and audit logs and send verification emails when verification button clicks, verifier approvals, or qualifying records appearβso you can cut manual follow-up.
How this automation protects your claim verification trail
When verifier actions confirm a claim, delays can break audit readiness and slow investigation starts. This automation evaluates records, creates investigations and audit logs, updates claim status, and sends a verification noticeβso your team can respond with complete traceability.
Stacker Classicor swap with your favorite app
2.Create investigation record(s)
Integrate Stacker Classic to create investigation records and map claim reference and owner fields.
3.Create audit log record
Integrate Stacker Classic to create an audit entry linked to the claim and investigation records.
4.Update claim status and timestamp
Integrate Stacker Classic to update claim status and verification timestamp to reflect created investigations.
5.Send verification email
Integrate SendGrid to send a verification notice to the claim contact with claim and investigation details.
SendGridor swap with your favorite app
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Accelerate claim handling with automated intake routing, status updates, and document tracking
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