ClaimWizard Integrations
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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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.
- New Client Added
Triggers when a new client is added.
Try ItTriggerInstant - Client Contact Updated
Triggers when a client contact is updated.
Try ItTriggerInstant - Honorific
- First NameRequired
- Middle Initial
- Last NameRequired
- 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
ActionWrite
- New Client Contact
Triggers when a new client contact is added.
Try ItTriggerInstant - Client Updated
Triggers when a client is updated.
Try ItTriggerInstant
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.
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
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
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}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.










