FinLegal Claims Automation + monday.com
Update claims in FinLegal Claims Automation when specific column values change on monday.com boards
When the column values of a specific monday.com board change, a corresponding claim will be updated in FinLegal Claims Automation automatically.
When the column values of a specific monday.com board change, a corresponding claim will be updated in FinLegal Claims Automation automatically.
- When this happens...
Specific Column Value Changed in BoardTriggers when a specific column's value changes in the selected board.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Update Claim
Update a Claim
ActionWriteCreate a new record or update an existing record in your app.
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Board IDRequired
Group Names to trigger on
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board IDRequired
Column IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item IDRequired
Override empty fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Column TitleRequired
Column TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group ID
Item NameRequired
Subitem Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item IDRequired
BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item IDRequired
Subitem IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
User :Required
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Item IDRequired
Column
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
User :Required
ActionThis is an event a Zap performs.SearchFind existing data in your appDocument Updated
Triggers when a document is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity Attribute Created or Updated
Triggers when a activity attribute is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Claim Attribute Created or Updated
Triggers when a claim attribute is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Attribute Created or Updated
Triggers when a contact attribute is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity IdRequired
File NameRequired
File TypeRequired
Share TypeRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Administrator IdRequired
Claim Name
Claimant Ids
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Claim IdRequired
File NameRequired
File TypeRequired
Share TypeRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Claim Group IdRequired
Claim IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Security TokenRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Claim Group IdRequired
Claim Group NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Claim IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appActivity IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appClaim IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appClaim IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appClaim Group IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Item Created In Board Copy
Board IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Board
Triggers when a new board is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBoard IDRequired
Column IDsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board IDRequired
Column IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers when a new user joins your monday.com account.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBoard IDRequired
Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item IDRequired
New Item Name ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board NameRequired
Board KindRequired
Template Id
Workspace Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item NameRequired
Subitem NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group IDRequired
New Group Title
Should add group to top?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item IDRequired
ColumnRequired
FileRequired
File NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Column to search inRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Item IDRequired
ColumnRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Item IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDocument Created
Triggers when a document is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity Created or Updated
Triggers when an activity is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Case Attribute Created or Updated
Triggers when a case attribute is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Claim Status Change
Triggers when a claim has it's status updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Activity
Creates an Activity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Claim IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Claim Group NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity IdRequired
Status
Workflow Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Claim IdRequired
Administrator Id
Claim Name
Claimant Ids
Claim Status Id
Claim Status Change Note
Claim Status Change Client Message
Send Notification?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Claim Group IdRequired
Claim IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileUrlRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appActivity IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAdministrator IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appClaim IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appClaim Group IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail
Phone
ActionThis is an event a Zap performs.SearchFind existing data in your app
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