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ClaimWizard Integrations

CRM (Customer Relationship Management)

Put ClaimWizard to work with AI and enterprise-grade automation

Automate smarter with ClaimWizard and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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  • 9,000+ apps, 450+ AI tools
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Or pick an app to pair with
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Integrate CompanyCam with ClaimWizardIntegrate CompanyCam with ClaimWizard
CompanyCam
Images & Design
Integrate Microsoft Outlook with ClaimWizardIntegrate Microsoft Outlook with ClaimWizard
Microsoft Outlook
Calendar, Email, Microsoft
Integrate Podio with ClaimWizardIntegrate Podio with ClaimWizard
Podio
Project Management
Integrate Typeform with ClaimWizardIntegrate Typeform with ClaimWizard
Typeform
Forms & Surveys
Integrate Salesforce with ClaimWizardIntegrate Salesforce with ClaimWizard
Salesforce
CRM (Customer Relationship Management)
Integrate Google Ads with ClaimWizardIntegrate Google Ads with ClaimWizard
Google Ads
Ads & Conversion, Google
Integrate CompanyCam with ClaimWizardIntegrate CompanyCam with ClaimWizard
CompanyCam
Images & Design
Integrate Microsoft Outlook with ClaimWizardIntegrate Microsoft Outlook with ClaimWizard
Microsoft Outlook
Calendar, Email, Microsoft
Integrate Podio with ClaimWizardIntegrate Podio with ClaimWizard
Podio
Project Management
Integrate Typeform with ClaimWizardIntegrate Typeform with ClaimWizard
Typeform
Forms & Surveys
Integrate Salesforce with ClaimWizardIntegrate Salesforce with ClaimWizard
Salesforce
CRM (Customer Relationship Management)
Integrate Google Ads with ClaimWizardIntegrate Google Ads with ClaimWizard
Google Ads
Ads & Conversion, Google
Integrate CompanyCam with ClaimWizardIntegrate CompanyCam with ClaimWizard
CompanyCam
Images & Design
Integrate Microsoft Outlook with ClaimWizardIntegrate Microsoft Outlook with ClaimWizard
Microsoft Outlook
Calendar, Email, Microsoft
Integrate Podio with ClaimWizardIntegrate Podio with ClaimWizard
Podio
Project Management
Integrate Typeform with ClaimWizardIntegrate Typeform with ClaimWizard
Typeform
Forms & Surveys
Integrate Salesforce with ClaimWizardIntegrate Salesforce with ClaimWizard
Salesforce
CRM (Customer Relationship Management)
Integrate Google Ads with ClaimWizardIntegrate Google Ads with ClaimWizard
Google Ads
Ads & Conversion, Google

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Launch your first automated workflow

  • Create new HubSpot contacts when new clients are added in ClaimWizard

    • ClaimWizard logo
    • HubSpot logo
    ClaimWizard + HubSpot
  • Add new ClaimWizard clients and create property claims in Encircle

    • ClaimWizard logo
    • Encircle logo
    ClaimWizard + Encircle
  • Create new HubSpot contacts when new clients are added in ClaimWizard

    • ClaimWizard logo
    • HubSpot logo
    ClaimWizard + HubSpot
  • Add new ClaimWizard clients and create property claims in Encircle

    • ClaimWizard logo
    • Encircle logo
    ClaimWizard + Encircle
    • Supported triggers and actions

      Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

      • ClaimWizard triggers, actions, and search
        New Client Added

        Triggers when a new client is added.

        Trigger
        Instant
        Try It
      • ClaimWizard triggers, actions, and search
        Client Contact Updated

        Triggers when a client contact is updated.

        Trigger
        Instant
        Try It
        • Honorific
        • First Name
          Required
        • Middle Initial
        • Last Name
          Required
        • Full Name
        • Organization Name
        • Attention
        • Email
        • Email 2
        • Phone Type
        • Phone Number
        • Phone Type 2
        • Phone Number 2
        • Phone Type 3
        • Phone Number 3
        • Mailing Address - Street
        • Mailing Address - Street 2
        • Mailing Address - City
        • Mailing Address - State
        • Mailing Address - Postal Code
        • Mailing Address - Country
        • Loss Address - Street
        • Loss Address - Street 2
        • Loss Address - City
        • Loss Address - State
        • Loss Address - Postal Code
        • Loss Address - Country
        • Date of Loss (MM/DD/YYYY)
        • Description of Loss
        • Insurance Carrier
        • Claim Number
        • Policy Number
        • Note
        • Note 2
        • Note 3
        Action
        Write

      For builders

      Let your AI safely access ClaimWizard

      Go beyond Zap workflows. Install Zapier in your AI to call ClaimWizard actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

      No code

      Call actions in natural language with Zapier MCP

      Act in ClaimWizard from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

      Example actions on this page

      • Create Lead

      Works with

      Claude · ChatGPT · Cursor · Any MCP-compatible AI

      Install Zapier MCP
      Code

      Work in code with the Zapier SDK

      Expose ClaimWizard actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

      Install

      npm install @zapier/zapier-sdk
      npm install -D @zapier/zapier-sdk-cli
      zapier-sdk login
      # create a ClaimWizard connection @ https://zapier.com/fr/app/assets/connections

      Run an action

      // Typescript
      import { createZapierSdk } from "@zapier/zapier-sdk";
      
      const zapier = createZapierSdk();
      
      const { data: connection } = await zapier.findFirstConnection({ app: "claimwizard", owner: "me" });
      
      await zapier.runAction({
        app: 'claimwizard',
        action: 'leadCreate',
        connection: connection.id,
        input: {
          {inputKeyValuePairs}
        },
      });
      Open the SDK docs

      Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

      ClaimWizard Help & Support

      Common questions

      claimwizard logo
      About ClaimWizard
      ClaimWizard provides claim management software for public adjusters and first-party representatives with an emphasis on automation and workflow.
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