Encircle + Google Sheets
Create spreadsheet rows in Google Sheets for new property claim media in Encircle
This workflow kicks into gear with each new property claim media added in Encircle, swiftly creating a corresponding row in your Google Sheets. It's an ideal solution for those looking to efficiently manage property claim details, providing an organized, real-time overview in a familiar spreadsheet environment. No more manually transferring data between platforms - this integration ensures your property claim information is consistently streamlined and readily accessible.
This workflow kicks into gear with each new property claim media added in Encircle, swiftly creating a corresponding row in your Google Sheets. It's an ideal solution for those looking to efficiently manage property claim details, providing an organized, real-time overview in a familiar spreadsheet environment. No more manually transferring data between platforms - this integration ensures your property claim information is consistently streamlined and readily accessible.
- When this happens...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.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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
