Encircle Integrations

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Google Drive

File Management & Storage, Google

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Accounting

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File Management & Storage, Google

monday.com

Project Management

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Slack

Team Chat

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Developer Tools, Zapier

Google Drive

File Management & Storage, Google

monday.com

Project Management

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Quick Base

Databases

QuickBooks Online

Accounting

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Quickly automate Encircle integrations with Zapier's templates

Create property claims in Encircle from new QuickBooks Online customers
Premium
Details
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QuickBooks Online + Encircle
Create property claims in Encircle from new Workiz jobs
Details
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Workiz + Encircle
Generate property claims in Encircle from new scheduled jobs in Housecall Pro
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Housecall Pro + Encircle
Create property claims in Encircle from new ServiceM8 jobs
Details
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ServiceM8 + Encircle
Create QuickBooks Online customers from new Encircle property claims
Premium
Details
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Encircle + QuickBooks Online
Send Gmail emails for new property claim notes in Encircle
Details
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Encircle + Gmail
Create Inventory Shield locations from new Encircle property claims
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Encircle + Inventory Shield

Create jobs in ClockShark from new property claims in Encircle
Details
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Encircle + ClockShark

Create property claims in Encircle from new QuickBooks Online customers

Premium

QuickBooks Online + Encircle

Create property claims in Encircle from new Workiz jobs

Workiz + Encircle

Generate property claims in Encircle from new scheduled jobs in Housecall Pro

Housecall Pro + Encircle

Create property claims in Encircle from new ServiceM8 jobs

ServiceM8 + Encircle

Create QuickBooks Online customers from new Encircle property claims

Premium

Encircle + QuickBooks Online

Send Gmail emails for new property claim notes in Encircle

Encircle + Gmail

Create Inventory Shield locations from new Encircle property claims

Encircle + Inventory Shield

Create jobs in ClockShark from new property claims in Encircle

Encircle + ClockShark

Supported triggers and actions

What does this mean?

New Property Claim
Triggers when a new Property Claim is created.
Trigger
Instant
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New Property Claim Note
Triggers when a new General Note is created in a Property Claim.
Trigger
Instant
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Updated Property Claim
Triggers when a Property Claim is updated.
Trigger
Instant
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- Organization IDRequired
  The Encircle ID of the organization you are creating a claim for.
- Organization Brand IDRequired
  The Encircle ID of the brand in your organization the claim should use.
- Contractor IdentifierRequired
  The identifier you use for the claim being created.
- Adjuster Name
  The name of the adjuster handling this property claim.
- Assignment Identifier
  The identifier for this claim provided via an assignment (ie. Xactimate).
- Broker or Agent Name
  The name of the broker or agent for this property claim.
- CAT Code
  The catastrophe (CAT) code associated with this property claim.
- Contents Estimate
  The cost estimate for contents on this property claim. Represents a monetary amount as an integer in hundredths of a dollar. For example, 550 would represent $5.50.
- Date Claim Created
  The date (yyyy-mm-dd) this property claim was created. A RFC 3339 compliant full-date string.
- Date of Loss
  The date (yyyy-mm-dd) the loss occurred for this property claim. A RFC 3339 compliant full-date string. The provided date MUST be in the past.
- Default Depreciation
  The default depreciation percentage for this property claim. Must be a number greater or equal to 0. For example, 0.05 represents 5%.
- Emergency Estimate
  The emergency cost estimate for this property claim. Represents a monetary amount as an integer in hundredths of a dollar. For example, 550 would represent $5.50.
- Full Address
  The full address of the property in the claim.
- Insurance Company Name
  The name of the insurance company handling this property claim.
- Insurer/Carrier Identifier
  The identifier for this property claim, issued by the insurance company.
- Locale
  A BCP47 language tag without any subtags. Encircle currently only supports a subset (es, en, fr) of the languages of the world, the allowed values are expected to expand in the future.
- Loss Details
  Details of the loss.
- Max Depreciation
  The maximum depreciation percentage to be used in this property claim. Must be a number greater or equal to 0. For example, 0.05 represents 5%.
- Policy Number
  The policy number for this property claim.
- Policyholder Email Address
  The email address of the policyholder on this property claim.
- Policyholder Name
  The name of the policyholder on this property claim.
- Policyholder Phone Number
  The phone number for the policyholder on this property claim.
- Project Manager Name
  The name of the project manager assigned to this property claim.
- Repair Estimate
  The cost estimate for the repair on this property claim. Represents a monetary amount as an integer in hundredths of a dollar. For example, 550 would represent $5.50.
- Sales Tax
  The sales tax percentage to be used on this property claim. Must be a number greater or equal to 0. For example, 0.05 represents 5%.
- Type of Loss
  The type of loss (Water, Fire, Mold, etc) associated with this property claim.
- Default Rooms
  A list of room names that should be created in the claim by default.
Action
Write
- Property Claim IDRequired
  The Encircle ID for the Property Claim you are searching for.
Action
Search

- Property Claim IDRequired
  The Encircle ID of the Property Claim you want to find all the User assignments for.
Action
Search
- Property Claim IDRequired
  The Encircle ID for the Property Claim the Room Note you are searching for belongs to.
- Structure IDRequired
  The Encircle ID for the Structure the Room Note you are searching for belongs to.
- Room IDRequired
  The Encircle ID for the Room the Room Note you are searching for belongs to.
- Note IDRequired
  The Encircle ID of the Room Note you are searching for.
Action
Search

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.
Trigger
Instant
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New Property Claim Room Note
Triggers when a new Room Note is created in a Property Claim.
Trigger
Instant
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- Property Claim IDRequired
  The Encircle ID for the Property Claim the User will be assigned to.
- User Email AddressRequired
  The email of the person being assigned to the Property Claim.
Action
Write
- Property Claim IDRequired
  The Encircle identifier of the Property Claim the General Note will be created for.
- TitleRequired
  The title of the General Note
- Text
  The text content of the General Note
Action
Write
- External Assignment Identifier
  Filter for Property Claims with this External Assignment Identifier.
- Contractor Identifier
  Filter for Property Claims with this Contractor Identifier.
- Insurer Identifier
  Filter for Property Claims with this Insurer Identifier.
- Policyholder Name
  Filter for Property Claims with this Policyholder Name.
- Order
  Specifies the ordering of results.
- Limit
  Maximum number (1-100) of results to return.
- After
  A string obtained from previous queries to this action. Used to fetch the next page of results. If not specified, this fetches the first page of results.
Action
Search
- Property Claim IDRequired
  The Encircle ID for the Property Claim the General Note you are searching for belongs to.
- Note IDRequired
  The Encircle ID for the General Note you are searching for.
Action
Search
- Assignment Identifier
  The identifier for this claim provided via an assignment (ie. Xactimate).
- Contractor IdentifierRequired
  The identifier you use for the claim being created.
- Insurer/Carrier Identifier
  The identifier for this property claim, issued by the insurance company.
- Policyholder Name
  The name of the policyholder on this property claim.
- Order
  Specifies the ordering of results.
- Limit
  Maximum number (1-100) of results to return.
- After
  A string obtained from previous queries to this action. Used to fetch the next page of results. If not specified, this fetches the first page of results.
- Organization IDRequired
  The Encircle ID of the organization you are creating a claim for.
- Organization Brand IDRequired
  The Encircle ID of the brand in your organization the claim should use.
- Adjuster Name
  The name of the adjuster handling this property claim.
- Broker or Agent Name
  The name of the broker or agent for this property claim.
- CAT Code
  The catastrophe (CAT) code associated with this property claim.
- Contents Estimate
  The cost estimate for contents on this property claim. Represents a monetary amount as an integer in hundredths of a dollar. For example, 550 would represent $5.50.
- Date Claim Created
  The date (yyyy-mm-dd) this property claim was created. A RFC 3339 compliant full-date string.
- Date of Loss
  The date (yyyy-mm-dd) the loss occurred for this property claim. A RFC 3339 compliant full-date string. The provided date MUST be in the past.
- Default Depreciation
  The default depreciation percentage for this property claim. Must be a number greater or equal to 0. For example, 0.05 represents 5%.
- Emergency Estimate
  The emergency cost estimate for this property claim. Represents a monetary amount as an integer in hundredths of a dollar. For example, 550 would represent $5.50.
- Full Address
  The full address of the property in the claim.
- Insurance Company Name
  The name of the insurance company handling this property claim.
- Locale
  A BCP47 language tag without any subtags. Encircle currently only supports a subset (es, en, fr) of the languages of the world, the allowed values are expected to expand in the future.
- Loss Details
  Details of the loss.
- Max Depreciation
  The maximum depreciation percentage to be used in this property claim. Must be a number greater or equal to 0. For example, 0.05 represents 5%.
- Policy Number
  The policy number for this property claim.
- Policyholder Email Address
  The email address of the policyholder on this property claim.
- Policyholder Phone Number
  The phone number for the policyholder on this property claim.
- Project Manager Name
  The name of the project manager assigned to this property claim.
- Repair Estimate
  The cost estimate for the repair on this property claim. Represents a monetary amount as an integer in hundredths of a dollar. For example, 550 would represent $5.50.
- Sales Tax
  The sales tax percentage to be used on this property claim. Must be a number greater or equal to 0. For example, 0.05 represents 5%.
- Type of Loss
  The type of loss (Water, Fire, Mold, etc) associated with this property claim.
- Default Rooms
  A list of room names that should be created in the claim by default.
Action
Search or write

About Encircle

Encircle is the leading provider of real-time documentation and productivity tools for the insurance and restoration industries.

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