Connect ClaimWizard and LeadConnector to power AI-driven automation
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How Zapier works
Zapier makes it easy to integrate ClaimWizard with LeadConnector - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Client Added" from ClaimWizard.
Add your action
An action happens after the trigger—such as "Add/Update Contact" in LeadConnector.
You’re connected!
Zapier seamlessly connects ClaimWizard and LeadConnector, automating your workflow.
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- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
ActionWrite
- New Client Contact
Triggers when a new client contact is added.
Try ItTriggerInstant - Client Updated
Triggers when a client is updated.
Try ItTriggerInstant - In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite
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Connect ClaimWizard and LeadConnector to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Resolve incidents faster with automation
