Microsoft Excel + FinLegal Claims Automation

Create new FinLegal Claims Automation cases from Microsoft Excel rows

Effortlessly manage your legal claims by connecting Microsoft Excel to the FinLegal Claims Automation app. With this workflow, every time you add a new row in your Excel sheet, the case attributes will be seamlessly saved in FinLegal for quick and accurate processing. Stay organized and enhance your productivity by streamlining crucial data between these two powerful platforms.

When this happens...
New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
TriggerPolling
automatically do this!
Save Case Attributes
Save Case Attributes
ActionWrite

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Supported triggers and actions

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Write

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write

Document Created
Triggers when a document is created.
Trigger
Instant
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Activity Created or Updated
Triggers when an activity is created or updated.
Trigger
Instant
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Case Attribute Created or Updated
Triggers when a case attribute is created or updated.
Trigger
Instant
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Claim Status Change
Triggers when a claim has it's status updated.
Trigger
Instant
Try It
Create Activity
Creates an Activity
Action
Write
- Contact IdRequired
Action
Write
- Claim IdRequired
Action
Write
- Claim Group NameRequired
Action
Write
- Contact IdRequired
Action
Write
- Activity IdRequired
- Status
- Workflow Key
Action
Write
- Claim IdRequired
- Administrator Id
- Claim Name
- Claimant Ids
- Claim Status Id
- Claim Status Change Note
- Claim Status Change Client Message
- Send Notification?
Action
Write
- Claim Group IdRequired
- Claim IdRequired
Action
Write
- FileUrlRequired
Action
Search
- Contact IdRequired
Action
Search
- Activity IdRequired
Action
Search
- Administrator IdRequired
Action
Search
- Claim IdRequired
Action
Search
- Claim Group IdRequired
Action
Search
- Contact IdRequired
Action
Search
- Email
- Phone
Action
Search

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- RowRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Search or write
Document Updated
Triggers when a document is updated.
Trigger
Instant
Try It
Activity Attribute Created or Updated
Triggers when a activity attribute is created or updated.
Trigger
Instant
Try It
Claim Attribute Created or Updated
Triggers when a claim attribute is created or updated.
Trigger
Instant
Try It
Contact Attribute Created or Updated
Triggers when a contact attribute is created or updated.
Trigger
Instant
Try It
- Activity IdRequired
- File NameRequired
- File TypeRequired
- Share TypeRequired
- FileRequired
Action
Write
- Administrator IdRequired
- Claim Name
- Claimant Ids
Action
Write
- Claim IdRequired
- File NameRequired
- File TypeRequired
- Share TypeRequired
- FileRequired
Action
Write
- 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
Action
Write
- Claim Group IdRequired
- Claim IdRequired
Action
Write
- Security TokenRequired
Action
Write
- Claim Group IdRequired
- Claim Group NameRequired
Action
Write
- 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
Action
Write
- Claim IdRequired
Action
Search
- Activity IdRequired
Action
Search
- Contact IdRequired
Action
Search
- Claim IdRequired
Action
Search
- Claim IdRequired
Action
Search
- Claim Group IdRequired
Action
Search
- Contact IDRequired
Action
Search

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

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