Add incoming SMS to matter and notify team
Add incoming SMS to matter and notify team
Incoming SMS to matters arrive unlogged, leaving claims staff without sender context or a linked file. The workflow logs each SMS to the matter and alerts the claims team so they can act same day.
Workflow preview:
Zap details:
Overview
Unlogged client SMS slow down claims triage and create context gaps for handlers. This flow writes every inbound SMS to the associated matter and alerts the claims inbox so your team has the context needed for same-day response.