Encircle + Houzz Pro

Encircle + Houzz Pro integrations

Create new Houzz Pro projects from new property claims in Encircle

Streamline your project management by connecting Encircle and Houzz Pro. Whenever a new property claim is submitted in Encircle, a project is instantly created in Houzz Pro. This automation saves you from manual data entry and ensures consistency across your platforms, letting you focus more on delivering quality service.

When this happens...
New Property ClaimTriggers when a new Property Claim is created.
TriggerInstant
automatically do this!
Create ProjectCreate a new project in Houzz Pro.
ActionWrite

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More things you can do with Encircle and Houzz Pro

Discover other triggers and actions you can use with Encircle and Houzz Pro

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 ID
  Required
- Organization Brand ID
  Required
- Contractor Identifier
  Required
- 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
Action
Write
- Property Claim ID
  Required
Action
Search

- Property Claim ID
  Required
Action
Search
- Property Claim ID
  Required
- Structure ID
  Required
- Room ID
  Required
- Note ID
  Required
Action
Search

- Lead Name
  Required
- Client Name
  Required
- Address Name
- Import Source
- Client Email
- Client Phone
- Lead Source
- Estimated Revenue
- Estimated Profit
- Estimated Budget
- Expected Start Date
- Description
- Lead Stage
- Client Address Line 1
- Client Address Line 2
- Client City
- Client State
- Client Zip code
- Project Type
- Notes
- Tag
Action
Write

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 ID
  Required
- User Email Address
  Required
Action
Write
- Property Claim ID
  Required
- Title
  Required
- Text
Action
Write
- External Assignment Identifier
- Contractor Identifier
- Insurer Identifier
- Policyholder Name
- Order
- Limit
- After
Action
Search
- Property Claim ID
  Required
- Note ID
  Required
Action
Search
- Assignment Identifier
- Contractor Identifier
  Required
- Insurer/Carrier Identifier
- Policyholder Name
- Order
- Limit
- After
- Organization ID
  Required
- Organization Brand ID
  Required
- Adjuster Name
- Broker or Agent Name
- CAT Code
- Contents Estimate
- Date Claim Created
- Date of Loss
- Default Depreciation
- Emergency Estimate
- Full Address
- Insurance Company Name
- Locale
- Loss Details
- Max Depreciation
- Policy Number
- Policyholder Email Address
- Policyholder Phone Number
- Project Manager Name
- Repair Estimate
- Sales Tax
- Type of Loss
- Default Rooms
Action
Search or write
- Project Name
  Required
- Project Status
- Client Name
- Client Email
- Client Phone
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Additional Info
Action
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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Related categories

Content & Files

About Houzz Pro

Houzz Pro is software for construction and design with end-to-end tools for CRM, Estimates/Proposals, Payments, Design, Project Management, and Marketing.

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Related categories

Project Management