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Connect FinLegal Claims Automation and Microsoft Excel to unlock the power of automation

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Quickly connect FinLegal Claims Automation to Microsoft Excel with a Zapier template.

Our most popular template

Update activities in FinLegal Claims Automation when updating Microsoft Excel rows
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Microsoft Excel + FinLegal Claims Automation
Create new FinLegal Claims Automation cases from Microsoft Excel rows
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Microsoft Excel + FinLegal Claims Automation

Update activities in FinLegal Claims Automation when updating Microsoft Excel rows

Microsoft Excel + FinLegal Claims Automation

Create new FinLegal Claims Automation cases from Microsoft Excel rows

Microsoft Excel + FinLegal Claims Automation

How Zapier works

Zapier makes it easy to integrate FinLegal Claims Automation with Microsoft Excel - no code necessary. See how you can get setup in minutes.

Select a trigger from FinLegal Claims Automation

A trigger is an event that starts your Zap and runs the workflow. For example, with FinLegal Claims Automation, a trigger could be "Document Created."

A trigger is the event that kicks off your automated workflow.

Setup an action from Microsoft Excel

An action is what takes place after the automation is triggered. For example, with Microsoft Excel, the action could be "Add Row."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected FinLegal Claims Automation to Microsoft Excel

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your FinLegal Claims Automation to Microsoft Excel integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect FinLegal Claims Automation and Microsoft Excel to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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 Id
  Required
Action
Write
- Claim Id
  Required
Action
Write

- Claim Group Name
  Required
Action
Write
- Contact Id
  Required
Action
Write
- Activity Id
  Required
- Status
- Workflow Key
Action
Write
- Claim Id
  Required
- Administrator Id
  Required
- Claim Name
- Claimant Ids
- Claim Status Id
- Claim Status Change Note
- Claim Status Change Client Message
- Send Notification?
Action
Write
- Claim Group Id
  Required
- Claim Id
  Required
Action
Write
- FileUrl
  Required
Action
Search
- Contact Id
  Required
Action
Search
- Activity Id
  Required
Action
Search
- Administrator Id
  Required
Action
Search
- Claim Id
  Required
Action
Search
- Claim Group Id
  Required
Action
Search
- Contact Id
  Required
Action
Search
- Email
- phone
Action
Search
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Scheduled
Try It
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Scheduled
Try It
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or 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
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
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- Activity Id
  Required
- File Name
  Required
- File Type
  Required
- Share Type
  Required
- File
  Required
Action
Write
- Administrator Id
  Required
- Claim Name
- Claimant Ids
Action
Write
- Claim Id
  Required
- File Name
  Required
- File Type
  Required
- Share Type
  Required
- File
  Required
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 Id
  Required
- Claim Id
  Required
Action
Write
- Security Token
  Required
Action
Write
- Claim Group Id
  Required
- Claim Group Name
  Required
Action
Write
- Contact Id
  Required
- 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 Id
  Required
Action
Search
- Activity Id
  Required
Action
Search
- Contact Id
  Required
Action
Search
- Claim Id
  Required
Action
Search
- Claim Id
  Required
Action
Search
- Claim Group Id
  Required
Action
Search
- Contact Id
  Required
Action
Search
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Trigger
Scheduled
Try It
- Storage_source
- Folder
- Spreadsheet
  Required
Trigger
Scheduled
Try It
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search

Learn how to automate FinLegal Claims Automation on the Zapier blog

Learn how to automate Microsoft Excel on the Zapier blog

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 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.

Related categories

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

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