1.Processes taskflow executed event
Integrate Filevine and automation triggers to receive the taskflow event and pass project id and collection item reference to the workflow.
Update client insurance details to contact card record
Automatically monitor taskflow execution in Filevine for insurance-related events across Filevine and Microsoft Excel. Create and update when insurance taskflow runs, policy taskflow runs, or claim taskflow executesβso you can update contact insurance fields, log audit rows, and skip excluded records without manual data entry.
How this automation keeps client insurance cards accurate
When insurance-related taskflows run without automatic persistence, contact card details go stale and audit trails get missed. This automation receives the taskflow event, filters and delays execution, updates the client contact card, and logs an audit row in your workbookβso your team can act on clean insurance records.
Filevineor swap with your favorite app
2.Skips excluded insurance runs
Integrate Filter by Zapier and workflow conditions to continue only for the configured insurance taskflow and skip excluded hashtag records.
Filter by Zapieror swap with your favorite app
3.Delays to allow data writes
Integrate Delay by Zapier and timing rules to pause 15 minutes so related collection data can be written before updates.
Delay by Zapieror swap with your favorite app
4.Updates contact insurance fields
Integrate Filevine and contact record updates to map insurance company, policy number, and claim number into the client contact card.
5.Formats event timestamp
Integrate Formatter by Zapier and date formatting tools to convert the event timestamp to MM/DD/YY for the workbook row.
Formatter by Zapieror swap with your favorite app
6.Appends an audit workbook row
Integrate Microsoft Excel and workbook mapping to add a new audit row with submitted by, project details, link, and role.
Microsoft Excelor swap with your favorite app
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