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Create claim record, attach files, and email claimant

Create claim record, attach files, and email claimant

Claim forms and photos arrive untracked, delaying triage and parts ordering. It creates a CRM claim with attachments and sends an acknowledgement email so coordinators can start triage same day.

Create claim record, attach files, and email claimant

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Overview

When claim forms arrive without structure, intake stalls and parts sourcing is delayed; this flow converts each submission into a CRM claim with files and an immediate acknowledgement. Claims coordinators get full case context and can start triage the same day.

Create claim record, attach files, and email claimant