Connect Thoughtly and Finlegal Claims Automation to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Thoughtly
Choose an Action
Automatically do this!
- Request a new Action for Finlegal Claims Automation
Enable Integrations or automations with these events of Thoughtly and Finlegal Claims Automation
Enable Integrations or automations with these events of Thoughtly and Finlegal Claims Automation
Actions
Search User Details
Search user details by email id.
Create Contact
Create new contact.
Delete Contact
Delete an contact.
Call Contact
Call a contact
Search Calls
Search calls.
Search Contacts
Search contacts by phone number.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
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Frequently Asked Questions
To start, connect both your Thoughtly and Finlegal Claims Automation accounts to viaSocket. Once connected, you can set up a workflow where an event in Thoughtly triggers actions in Finlegal Claims Automation (or vice versa).
Absolutely. You can customize how Thoughtly 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.
The data sync between Thoughtly and Finlegal Claims Automation typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Thoughtly 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.
About Thoughtly
Thoughtly automates your sales, support, and everything in between. Full-time human-like agents at your service, every hour of every day.
Learn MoreAbout Finlegal Claims Automation
FinLegal Claims Automation is a total solution for legal claims automation.
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