IntegrationsReplyFinlegal Claims Automation
Reply + Finlegal Claims Automation

Connect Reply and Finlegal Claims Automation to Build Intelligent Automations

Choose a Trigger

Reply

When this happens...

Choose an Action

Finlegal Claims Automation

Automatically do this!

Enable Integrations or automations with these events of Reply and Finlegal Claims Automation

Enable Integrations or automations with these events of Reply and Finlegal Claims Automation

Actions

Mark as Finished

Mark as Finished

Marks a person as finished in the campaign (i.e., they have completed all required steps or the campaign has ended for them).

Remove Person From Campaign

Remove Person From Campaign

Removes a person from a specific campaign in an array of campaigns.

Create Person and Push to Campaign

Create Person and Push to Campaign

Creates a person and immediately adds them to a campaign.

Create Person

Create Person

Creates a new person.

Add Step to Campaign

Add Step to Campaign

Adds a new step to an existing campaign.

List Campaigns

List Campaigns

Get List of Campaigns

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Frequently Asked Questions

How do I start an integration between Reply and Finlegal Claims Automation?

To start, connect both your Reply and Finlegal Claims Automation accounts to viaSocket. Once connected, you can set up a workflow where an event in Reply triggers actions in Finlegal Claims Automation (or vice versa).

Can we customize how data from Reply is recorded in Finlegal Claims Automation?

Absolutely. You can customize how Reply data is recorded in Finlegal Claims Automation. This includes choosing which data fields go into which fields of Finlegal Claims Automation, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Reply and Finlegal Claims Automation?

The data sync between Reply and Finlegal Claims Automation typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Reply to Finlegal Claims Automation?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Reply and Finlegal Claims Automation?

Yes, you can set conditional logic to control the flow of data between Reply and Finlegal Claims Automation. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Reply

About Reply

Reply is a sales automation platform that puts outreach on autopilot, while still making each communication personal.

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Finlegal Claims Automation

About Finlegal Claims Automation

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

Learn More