Microsoft Excel integration with FinLegal Claims Automation
How to Update activities in FinLegal Claims Automation when updating Microsoft Excel rows
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Update activities in FinLegal Claims Automation when updating Microsoft Excel rows" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate FinLegal Claims Automation integrations
FinLegal Claims Automation actions
Nekton can use any feature that is available in FinLegal Claims Automation API.
Using our advanced AI, you can easily create custom automations for FinLegal Claims Automation.
Here are some typical actions you can do in your automated workflows.
Save Case Attributes
Save Case Attributes
Save Claim Attributes
Saves Claim Attributes
Create Claim Group
Create Claim Group
Save Contact Attributes
Saves Contact Attributes
Update Activity
Update an Activity
Update Claim
Update a Claim
About FinLegal Claims Automation
FinLegal Claims Automation is a total solution for legal claims automation.