👤 Creating a Contact from a Google Sheet

Claimable allows you to automatically create a Contact every time a trigger happens. For example, this could be when a form is submitted, when a lead is added to your CRM or when a row is added to a Google Sheet.

Below is a step-by-step guide to create a contact in Claimable every time a new row is created in a Google sheet.

The first step is to log into your Zapier account and create a Zap by clicking "+Create" and selecting Zaps.

🪃 Set up the trigger

1. On the Zap creation page, click on "Trigger" and select Google Sheet as the trigger app.
2. Select a "Trigger event" from the drop-down list. We are choosing "New Spreadsheet Row" for this case.
3. Once that is done, connect the Google Account that the Sheet belongs to and click "Continue".
4. You will be then asked to connect your Google Sheet and Worksheet, select the correct one and click "Continue".
5. Ensure the Google Sheet you have connected includes at least one row and click "Test Trigger" to verify the data result is correct.
6. Select the record Zapier has found, and click the "Continue with the selected record" to complete the configuration for Google Sheets.

🚀 Set up the action

1. Click on "Action" and search for Claimable as the action app. Claimable is currently accessible by invite only, if you haven't been invited yet, just ask our team and we will do that right away.
2. Select Claimable and choose an "Action event". We are choosing "Create a Contact" on this occasion.
3. You will now need to connect your Claimable account with Zapier. To do so, click on "Sign in" and enter the Claimable API Token to authenticate. Once that is done, just click "Continue".
4. On the next screen, you will be asked to map the columns from the spreadsheet into a form that represents an API request to create a contact in Claimable. Ensure any required fields are populated as they represent the minimum requirement for a contact to be created.
5. Once you have mapped the relevant columns, click "Continue", review the data and click on "Test Step".
6. If the test works as you expected, click "Publish" to set the workflow live. When the Zap is published, every time a row is added to the spreadsheet, Zapier will use the selected columns to create the Contact in Claimable.

💬 Send a Slack Message When a Supplier is Appointed to a Claim

Thanks to Zapier every time a trigger action is performed in Claimable, we can automate another action in a different system. For example, we can send a Slack message when a supplier is appointed, or update a Salesforce profile when a claim is closed.

Below is a step-by-step guide to integrate Claimable with Slack so that a Slack message including the claim and supplier details is sent when a supplier is appointed to a claim.

The first step is to log into your Zapier account and create a Zap by clicking "+Create" and selecting Zaps.

🪃 Set up the trigger

1. On the Zap creation page, click on "Trigger" and search for Claimable. Please bear in mind that Claimable is currently by invite only so you will need to request access from our team.
2. Select a "Trigger event" from the drop-down list. We are choosing "Supplier Appointed" in this instance.
3. You will now need to connect your Claimable account with Zapier. To do so, click on "Sign in" and enter the Claimable API Token to authenticate. Once that is done, just click "Continue".
4. Zapier will then provide you with a webhook URL. This is used by Claimable to send the information when the event occurs. Just copy the URL and send it to us via our support chat or via email at [email protected] along with the name of the action you have selected. We will set up the webhook for you right away.
5. Once we have confirmed that the webhook is set up, click on "Test Trigger" to verify you received a response from Claimable. If you can't receive any response, please log into your account and perform the trigger action in question.
6. Select the record Zapier has found, and click the "Continue with the selected record" to complete the configuration.

🚀 Set up the action

1. Click on "Action" and search for Slack as the action app.
2. Select Slack and choose an "Action event". We are choosing "Send Channel Message" on this occasion.
3. You will now need to connect your Slack account with Zapier. To do so, click on "Sign in", choose the relevant Slack account and follow the steps to provide access permission to Zapier.
   Once that is done, just click "Continue".
4. On the next screen, you will be asked to fill in a form to configure the message to be sent in the channel. Choose the channel, and fill in the message body. You can click on the "+" icon to add data sent by Claimable, such as "Supplier Name", "Claim Name" and "Claim ID".
5. Once you have completed the required fields, click "Continue", review the data and click on "Test Step".
6. If the test works as you expected, click "Publish" to set the workflow live.

When the Zap is published, every time a supplier is appointed to a claim, Claimable will let Zapier know and the notification will be sent to your chosen Slack channel.