Gmail + Google Contacts + FinLegal Claims Automation

Search in FinLegal Claims Automation and send Gmail emails for new or updated Google Contacts

Whenever you have new or updated Google Contacts, this integration will search for the contact in FinLegal Claims Automation. Then, a Gmail email with the contact's information will be sent. This helps case handlers know whether or not contacts exist within FinLegal Claims Automation.

When this happens...
New or Updated Contact
Triggers when a contact is created or updated.
TriggerScheduled
automatically do this...
Search for a Contact by Email or Phone
Search for a Contact. Provide an email address OR a phone number. Email is used if both are provided.
ActionSearch
then do this!
Send Email
Triggers when a new email appears in the specified mailbox.
ActionWrite

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Supported triggers and actions

New or Updated Contact
Triggers when a contact is created or updated.
Trigger
Scheduled
Try It
New Contact
Triggers when a contact is created.
Trigger
Scheduled
Try It
Create Contact
Creates a new contact.
Action
Write
- NameRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Search ByRequired
Action
Search or write
Document Updated
Triggers when a document is updated.
Trigger
Instant
Try It

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
Try It
- 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
- Label or mailbox
- Search keywords
Trigger
Scheduled
Try It
- Label or mailboxRequired
Trigger
Scheduled
Try It
- Search keywordsRequired
Trigger
Scheduled
Try It
- Label/Mailbox
Trigger
Scheduled
Try It
- Email message to be DeletedRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Body type
- BodyRequired
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write

New Group
Triggers when a group is created.
Trigger
Scheduled
Try It
- ContactRequired
- GroupRequired
Action
Write
- ContactRequired
- Phone Number
- Additional Phone Numbers
Action
Write
- Contact
- PhotoRequired
Action
Write
- Search ByRequired
Action
Search
Document Created
Triggers when a document is created.
Trigger
Instant
Try It
Activity Created or Updated
Triggers when an activity is created or updated.
Trigger
Instant
Try It
Case Attribute Created or Updated
Triggers when a case attribute is created or updated.
Trigger
Instant
Try It
Claim Status Change
Triggers when a claim has it's status updated.
Trigger
Instant
Try It
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
New Label
Triggers when you add a new label.
Trigger
Scheduled
Try It
- Label or mailbox
Trigger
Scheduled
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Scheduled
Try It
- Label
- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Search StringRequired
Action
Search

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn more

Related categories

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About Google Contacts

Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you last interacted with them, and more.

Learn more

Related categories

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Microsoft Office 365

Email, Microsoft

Zoho Mail

Email, Zoho

About FinLegal Claims Automation

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

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

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

Gmail + Google Contacts + FinLegal Claims Automation

Search in FinLegal Claims Automation and send Gmail emails for new or updated Google Contacts

New or Updated Contact

New Contact

Create Contact

Create Group

API Request (Beta)

Find or Create Contact

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 Attachment

New Labeled Email

New Email Matching Search

New Thread

Delete Email

Create Draft Reply

Send Email

Reply to Email

Find or Send Email

New Group

Add Contact to Groups

Update Contact

Upload Contact Photo

Find Contact

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

New Label

New Email

New Starred Email

Add Label to Email

Create Draft

Create Label

Remove Label From Email

Find Email

About Gmail

Related categories

Similar apps

IMAP by Zapier

SMTP by Zapier

Microsoft Office 365

About Google Contacts

Related categories

Similar apps

Microsoft Office 365

Zoho Mail