1.Runs hourly within working hours
Integrate Schedule by Zapier and routing rules to run hourly within configured working hours.
Assign and link incoming claims conversations to owners
Automatically run an hourly check for open claims conversations across Schedule by Zapier, Snowflake, Looping by Zapier, and Dixa. Create and update when queue has open conversations, claim references are extracted, or duplicates need closing—so you can link claims, add agent context, and transfer ownership without manual coordination.
How this automation clarifies claim ownership
When every hour runs, delays can leave open claims conversations unassigned and duplicate contexts unclear. This automation monitors open conversations and loops through identifiers and updates Dixa conversations with internal notes and ownership routing—so you can respond with confidence.
Programación por Zapieror swap with your favorite app
2.Executes SQL to find open conversations
Integrate Snowflake and analytics tools to find open conversations in the configured claims queue to return result rows.
Copo de nieveor swap with your favorite app
3.Creates loops from Snowflake rows
Integrate Looping by Zapier and data mapping tools to create loops from Snowflake rows to pass conversation and claim fields.
Looping por Zapieror swap with your favorite app
4.Finds the conversation by identifier
Integrate Dixa and conversation lookup workflows to find a conversation by conversation identifier to return queue id and state.
Dixaor swap with your favorite app
5.Adds internal note with claim context
Integrate Dixa and note workflows to add an internal note to the new conversation to link back to the original FNOL context.
6.Updates tags, transfer, and status
Integrate Dixa and ticket routing tools to conditionally update tags, transfer to the target queue, and close or reopen conversations.
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Accelerate claim handling with automated intake routing, status updates, and document tracking
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Paso 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Paso 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Paso 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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