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Triggers by Custom Actions

Custom actions can automatically initiate and trigger workflows and integrations the moment a B2C ticket on the self-service portal is submitted by an end consumer.

Written by Support team

Trigger automated workflows and rules in Claimlane whenever custom actions are executed by team members or external systems.
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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.

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