FinLegal Claims Automation + Formidable Forms

Update FinLegal Claims Automation activities when new Formidable Forms entries are created

Effortlessly maintain your FinLegal Claims Automation activities with this workflow. When a new entry is submitted in Formidable Forms, the corresponding activity in the FinLegal Claims Automation app gets updated. This seamless integration ensures accurate information across your platforms, allowing you to focus on resolving claims with confidence.

When this happens...
New Entry
Triggers when a new form is submitted.
TriggerInstant
automatically do this!
TypeForm: Update Activity
Update an Activity via TypeForm
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
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- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Document Updated
Triggers when a document is updated.
Trigger
Instant
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Activity Attribute Created or Updated
Triggers when a activity attribute is created or updated.
Trigger
Instant
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Claim Attribute Created or Updated
Triggers when a claim attribute is created or updated.
Trigger
Instant
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Contact Attribute Created or Updated
Triggers when a contact attribute is created or updated.
Trigger
Instant
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- 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

- FormRequired
Trigger
Instant
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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
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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

About FinLegal Claims Automation

FinLegal Claims Automation is a total solution for legal claims automation.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Formidable Forms

Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.

FinLegal Claims Automation + Formidable Forms

Update FinLegal Claims Automation activities when new Formidable Forms entries are created

Delete Entry

API Request (Beta)

Document Updated

Activity Attribute Created or Updated

Claim Attribute Created or Updated

Contact Attribute Created or Updated

Create Activity File

Create Claim

Create Claim File

Create Contact

Remove Claim From Claim Group

TypeForm: Update Activity

Update Claim Group

Update Contact

Get Claim Activities by Claim Id

Get Activity by Id

Get Case Attributes

Get Claim Attributes

Get Claim File URLs

Get Claim Ids by Claim Group Id

Get Contact by Id

New Entry

Document Created

Activity Created or Updated

Case Attribute Created or Updated

Claim Status Change

Create Activity

Save Case Attributes

Save Claim Attributes

Create Claim Group

Save Contact Attributes

Update Activity

Update Claim

Update Claim Group With Claim Id

Download File by Url

Get Case Activities by Contact Id

Get Activity File URLs

Get Claims by Contact

Get Claim by Id

Get Claim Group by Id

Get Contact Attributes

Search for a Contact by Email or Phone

About FinLegal Claims Automation

Related categories

Similar apps

Zapier Interfaces

About Formidable Forms

Related categories

Similar apps

Formstack

Jotform

Gravity Forms