Microsoft Excel + FinLegal Claims Automation

Create new FinLegal Claims Automation cases from Microsoft Excel rows

Effortlessly manage your legal claims by connecting Microsoft Excel to the FinLegal Claims Automation app. With this workflow, every time you add a new row in your Excel sheet, the case attributes will be seamlessly saved in FinLegal for quick and accurate processing. Stay organized and enhance your productivity by streamlining crucial data between these two powerful platforms.

When this happens...
New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
TriggerPolling
automatically do this!
Save Case Attributes
Save Case Attributes
ActionWrite

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Supported triggers and actions

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet IDRequired
- Column IndexRequired
- Apply To
- Header Preservation
Action
Write

- Plan Restrictions
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet IDRequired
Action
Write

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- RowRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet IDRequired
- RangeRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet IDRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Search or write
Document Updated
Triggers when a document is updated.
Trigger
Instant
Try It
Activity Attribute Created or Updated
Triggers when a activity attribute is created or updated.
Trigger
Instant
Try It
Claim Attribute Created or Updated
Triggers when a claim attribute is created or updated.
Trigger
Instant
Try It
Contact Attribute Created or Updated
Triggers when a contact attribute is created or updated.
Trigger
Instant
Try It
- Activity IdRequired
- File NameRequired
- File TypeRequired
- Share TypeRequired
- FileRequired
Action
Write
- Administrator IdRequired
- Claim Name
- Claimant Ids
Action
Write
- Claim IdRequired
- File NameRequired
- File TypeRequired
- Share TypeRequired
- FileRequired
Action
Write
- First Name
- Middle Name
- Last Name
- Company Name
- Contact Type
- Date of Birth
- Email
- phone
- Secondary Phone
- marketing Consents
- service Consents
- Address Line 1
- Address Line2
- City
- State
- Country
- Post Code
Action
Write
- Claim Group IdRequired
- Claim IdRequired
Action
Write
- Security TokenRequired
Action
Write
- Claim Group IdRequired
- Claim Group NameRequired
Action
Write
- Contact IdRequired
- First Name
- Middle Name
- Last Name
- Company Name
- Date of Birth
- Email
- phone
- Secondary Phone
- marketing Consents
- service Consents
- Address Line 1
- Address Line2
- City
- State
- Country
- Post Code
Action
Write
- Claim IdRequired
Action
Search
- Activity IdRequired
Action
Search
- Contact IdRequired
Action
Search
- Claim IdRequired
Action
Search
- Claim IdRequired
Action
Search
- Claim Group IdRequired
Action
Search
- Contact IDRequired
Action
Search

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet IDRequired
- RangeRequired
- Apply To
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet IDRequired
- Row IDRequired
- Apply To
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet IDRequired
- New NameRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet IDRequired
- Row IDRequired
- No Match Copy
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write
Document Created
Triggers when a document is created.
Trigger
Instant
Try It
Activity Created or Updated
Triggers when an activity is created or updated.
Trigger
Instant
Try It
Case Attribute Created or Updated
Triggers when a case attribute is created or updated.
Trigger
Instant
Try It
Claim Status Change
Triggers when a claim has it's status updated.
Trigger
Instant
Try It
Create Activity
Creates an Activity
Action
Write
- Contact IdRequired
Action
Write
- Claim IdRequired
Action
Write
- Claim Group NameRequired
Action
Write
- Contact IdRequired
Action
Write
- Activity IdRequired
- Status
- Workflow Key
Action
Write
- Claim IdRequired
- Administrator Id
- Claim Name
- Claimant Ids
- Claim Status Id
- Claim Status Change Note
- Claim Status Change Client Message
- Send Notification?
Action
Write
- Claim Group IdRequired
- Claim IdRequired
Action
Write
- FileUrlRequired
Action
Search
- Contact IdRequired
Action
Search
- Activity IdRequired
Action
Search
- Administrator IdRequired
Action
Search
- Claim IdRequired
Action
Search
- Claim Group IdRequired
Action
Search
- Contact IdRequired
Action
Search
- Email
- Phone
Action
Search

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

Learn more

Related categories

Similar apps

About FinLegal Claims Automation

FinLegal Claims Automation is a total solution for legal claims automation.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Update activities in FinLegal Claims Automation when updating Microsoft Excel rows

Related Zap Templates

Update activities in FinLegal Claims Automation when updating Microsoft Excel rows

Microsoft Excel + FinLegal Claims Automation

Create new FinLegal Claims Automation cases from Microsoft Excel rows

New Row

New Worksheet

Add Row

Add Row to Table

Clear Column by Index

Create Workbook

Delete Worksheet

Update Row

Find Row

Get Cells in Range

Get Worksheet by ID

Find or Create Worksheet

Document Updated

Activity Attribute Created or Updated

Claim Attribute Created or Updated

Contact Attribute Created or Updated

Create Activity File

Create Claim

Create Claim File

Create Contact

Remove Claim From Claim Group

TypeForm: Update Activity

Update Claim Group

Update Contact

Get Claim Activities by Claim Id

Get Activity by Id

Get Case Attributes

Get Claim Attributes

Get Claim File URLs

Get Claim Ids by Claim Group Id

Get Contact by Id

New Row in Table

Updated Row

Add Row(s)

Clear Cells by Range

Clear Row by ID

Create Worksheet

Rename Worksheet

API Request (Beta)

Find Worksheet(s)

Get Row by ID

Find or Create Row

Document Created

Activity Created or Updated

Case Attribute Created or Updated

Claim Status Change

Create Activity

Save Case Attributes

Save Claim Attributes

Create Claim Group

Save Contact Attributes

Update Activity

Update Claim

Update Claim Group With Claim Id

Download File by Url

Get Case Activities by Contact Id

Get Activity File URLs

Get Claims by Contact

Get Claim by Id

Get Claim Group by Id

Get Contact Attributes

Search for a Contact by Email or Phone

About Microsoft Excel

Related categories

Similar apps

OneDrive

Smartsheet

Quip

About FinLegal Claims Automation

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates