1.Watch for new cancellation email
Integrate Microsoft Outlook and email inbox tools to monitor incoming cancellation notices and trigger downstream processing.
Update and close claim records from cancellation emails
Automatically monitor new email in your configured claims inbox across Microsoft Outlook and Salesforce. Create and update closed claim cases when cancellation notices arrive, cancellation emails match your subject criteria, or claim references are foundβso you can close cases, preserve rejection rationale, and avoid manual case updates.
How this automation closes canceled claims faster
When cancellation emails arrive in scattered inboxes, cases can stay open longer than needed. This automation filters qualified cancellations, extracts claim references, and updates Salesforce cases to close them and preserve the right rejection rationaleβso your team can act on time.
Microsoft Outlookor swap with your favorite app
2.Filters cancellation subject matches
Integrate Filter by Zapier and rules engines to continue only for messages that match your cancellation subject criteria.
Filter by Zapieror swap with your favorite app
3.Extracts claim reference from email
Integrate Formatter by Zapier and text parsing tools to convert the email body and extract the claim reference.
Formatter by Zapieror swap with your favorite app
4.Finds matching case record
Integrate Salesforce and CRM search tools to look up the Case record by the extracted claim reference.
Salesforceor swap with your favorite app
5.Updates case status to closed
Integrate Salesforce and record update workflows to set Status to Closed, set Sub-status, and preserve or fill rejection notes.
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