FAQs

How can I apply a condition to my Zap?

If you would like an action to perform ONLY when a condition is met, you can apply conditions to your Zaps by using the Filter by Zapier functionality. An example condition could be if an appointed supplier type is a "repairer" or if the claim type is "motor". Just enter a Filter by Zapier step between the trigger and the action and select the preferred conditions.

Can I format the data I receive from a trigger?

Yes, you can format the data received using the Formatter by Zapier app. For instance, you may want to format the date you receive when a form is submitted from DD/MM/YYYY to an API-ready ISO 8601 format YYYY-MM-DDTHH:mm:ss:Z to send the date into Claimable. Or, you may need to change this format returned by the API "YYYY-MM-DDTHH:mm:ss:Z" into something more user-friendly such as DD/MM/YY.

How do I use the Zapier Webhook URL?

When you are using a Claimable Trigger such as "Claim Closed" or "Supplier Appointed", Zapier will provide you with "Your Webhook URL". You will just need to copy this URL and send it to us via the chat bubble or email [email protected]. We will configure the webhook right away!

How do I get the claim/incident types slugs in my account?

Just contact us via the chat bubble or email us at [email protected] and we will send you the claim and incident types slugs you can use to construct your API request to create a claim.

How do I connect my Claimable account to Zapier?

When creating a Zap, to use your Claimable account you will need to allow Zapier to access it. To do so you will just need to enter an API Token. It is best practice to use one API Token per Zap.
You can get as many API Tokens as you need, just by contacting us via the chat bubble or via email at [email protected]

What is the unique identifier I should use to identify records when integrating tools with Claimable?

You should always use the id to identify records as it is the canonical reference to fetch or update claims, contacts, payments, notes, companies, tasks etc. You should not use the claimable_id to fetch or update records.

📘

Any further questions?

Just contact us via email at [email protected] or use the chat bubble in the bottom right hand corner to speak directly with us!