1.Catch incoming claim payload
Integrate Webhooks by Zapier and request mapping to route the payload fields into ticket and contract reference variables.
When incoming claim payloads arrive, delays can stall triage and lead to inconsistent deductible and reserve values. This automation fetches contract and product context, calculates deductible and reserve in code, and updates the HubSpot ticketβso your team can triage claims immediately.
Integrate Webhooks by Zapier and request mapping to route the payload fields into ticket and contract reference variables.
Integrate Webhooks by Zapier and API endpoints to get contract data so it can map product price and partner rules.
Integrate HubSpot and CRM ticketing to get the ticket by identifier and pull damage type and deductible related fields.
Integrate Code by Zapier and calculation logic to normalize numeric inputs, apply partner rules, and compute deductible percent and reserve.
Integrate HubSpot and CRM ticketing to update deductible and reserve fields, add calculation notes, and set the triage status.
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Step 1
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Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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