Trigger automated workflows and rules in Claimlane whenever custom actions are executed by team members or external systems.
Overview
Custom actions allow support teams and external integrations to perform targeted operations on claim tickets. Triggers ensure that executing a custom action automatically initiates appropriate follow-up logic in Claimlane.
Common Use Cases
Ticketing System Integration: When a support agent clicks a custom action link in Zendesk or Gorgias, trigger state updates, email notifications, or webhook payloads in Claimlane.
Automated Tagging & Routing: Automatically apply tags, update ticket priorities, or reassign cases upon executing specific custom actions.
External System Sync: Trigger real-time data sync with ERPs, 3PLs, or warehouse management systems when a custom action is fired.