Update claim record with client and document links
Update claim record with client and document links
You get claim webhooks without an intake form or short document links, delaying handler triage. The workflow creates a form entry and short links so handlers and brokers can triage same day.
Workflow preview:
Zap details:
Overview
Incoming claim payloads often arrive without an intake form or compact document links, forcing handlers to chase materials and delaying broker outreach. This flow enriches the claim with a form entry and white‑label short links and updates the CRM so handlers and brokers can triage the file the same day.