Albi + Encircle
Create project notes in Albi from new property claim notes in Encircle
Streamline your property claim management process using Encircle and Albi. With this automation, as soon as a new property claim note is made in Encircle, a corresponding project note is created in Albi. This efficient and seamless workflow helps bridge communication gaps, ensuring all critical details are available in both platforms thereby enhancing your project management efficiency and accuracy.
Streamline your property claim management process using Encircle and Albi. With this automation, as soon as a new property claim note is made in Encircle, a corresponding project note is created in Albi. This efficient and seamless workflow helps bridge communication gaps, ensuring all critical details are available in both platforms thereby enhancing your project management efficiency and accuracy.
- When this happens...New Property Claim Note
Triggers when a new General Note is created in a Property Claim.
- automatically do this!Create Project Note
Created a Project Note
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New Property Claim
Triggers when a new Property Claim is created.
Try ItNew Property Claim Note
Triggers when a new General Note is created in a Property Claim.
Try ItUpdated Property Claim
Triggers when a Property Claim is updated.
Try ItOrganization IDRequired
Organization Brand IDRequired
Contractor IdentifierRequired
Adjuster Name
Assignment Identifier
Broker or Agent Name
CAT Code
Contents Estimate
Date Claim Created
Date of Loss
Default Depreciation
Emergency Estimate
Full Address
Insurance Company Name
Insurer/Carrier Identifier
Locale
Loss Details
Max Depreciation
Policy Number
Policyholder Email Address
Policyholder Name
Policyholder Phone Number
Project Manager Name
Repair Estimate
Sales Tax
Type of Loss
Default Rooms
New Property Claim Media
Triggers when new Media (Photos, Videos, Reports) are added to a Property Claim, and when a new revision of a Report is made.
Try ItNew Property Claim Room Note
Triggers when a new Room Note is created in a Property Claim.
Try ItProperty Claim IDRequired
User Email AddressRequired
Property Claim IDRequired
TitleRequired
Text