1.Detect new claim record
Integrate Salesforce and CRM tools to detect a new claim record and start reference enrichment.
Update claim record with tenant and landlord links
Automatically watch new claim records in Salesforce and link tenants and landlords across your insurance stack. Create and update claim references when a claim is created, a policy match is found, or tenant identifiers are missingβso you can add context, reduce rework, and notify faster without manual data entry.
How this automation enriches your claim context
When a new claim record is created without tenant and landlord links, adjusters lose time chasing related parties. This automation finds the policy, pulls related party IDs, parses them, and updates the claim record so references are ready to useβso your team can act faster.
Salesforceor swap with your favorite app
2.Find policy for lookup
Integrate Salesforce and insurance systems to find the policy record and map the policy record ID to the policy lookup field.
3.Query related party IDs
Integrate PostgreSQL and database tools to run a custom query and return tenant and landlord Salesforce IDs.
PostgreSQLor swap with your favorite app
4.Parse tenant and landlord IDs
Integrate Code by Zapier and data parsing tools to split tenant IDs and extract the first landlord and letting agent IDs.
Code by Zapieror swap with your favorite app
5.Update claim reference fields
Integrate Salesforce and CRM tools to update the claim record with parsed tenant references and landlord and agent values.
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Explore all claims management automations
Accelerate claim handling with automated intake routing, status updates, and document tracking
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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