Encircle + Jobber

Create property claims in Encircle for new clients in Jobber

When a New Client is added in Jobber, streamline your workflow to create a Property Claim in Encircle. This automation reduces manual data entry and helps your team to efficiently manage new client information across systems. Enhance your productivity by letting this workflow handle task initiation and documentation for you.

When this happens...
New Client
Triggers when a client is created.
TriggerInstant
automatically do this!
Create Property Claim
Creates a new Property Claim.
ActionWrite

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Supported triggers and actions

What does this mean?

New Client
Triggers when a client is created.
Trigger
Instant
Try It
New Job Completion
Triggers when a job completion is created.
Trigger
Instant
Try It
New Quote
Triggers when a quote is created.
Trigger
Instant
Try It
- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Write
- ClientRequired
Action
Write

- Client Name or Company Name
- Email Address
- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Search or 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
Try It

New Property Claim Room Note
Triggers when a new Room Note is created in a Property Claim.
Trigger
Instant
Try It
- Property Claim IDRequired
- User Email AddressRequired
Action
Write
- Property Claim IDRequired
- TitleRequired
- Text
Action
Write
- External Assignment Identifier
- Contractor Identifier
- Insurer Identifier
- Policyholder Name
- Order
- Limit
- After
Action
Search
- Property Claim IDRequired
- Note IDRequired
Action
Search
- Assignment Identifier
- Contractor IdentifierRequired
- Insurer/Carrier Identifier
- Policyholder Name
- Order
- Limit
- After
- Organization IDRequired
- Organization Brand IDRequired
- 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

New Invoice
Triggers when an invoice is created.
Trigger
Instant
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New Quote Approval
Triggers when a quote approval is created.
Trigger
Instant
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New Request
Triggers when a request is created.
Trigger
Instant
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- ClientRequired
- Add another line item?
Action
Write
- Client Name or Company Name
- Email Address
Action
Search
New Property Claim
Triggers when a new Property Claim is created.
Trigger
Instant
Try It
New Property Claim Note
Triggers when a new General Note is created in a Property Claim.
Trigger
Instant
Try It
Updated Property Claim
Triggers when a Property Claim is updated.
Trigger
Instant
Try It
- Organization 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
Action
Write
- Property Claim IDRequired
Action
Search
- Property Claim IDRequired
Action
Search
- Property Claim IDRequired
- Structure IDRequired
- Room IDRequired
- Note IDRequired
Action
Search

About Encircle

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

Learn more

Related categories

Content & Files

About Jobber

Jobber is the command centre for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.

Learn more

Related categories

Scheduling & Booking

PRODUCTS

CAPABILITIES

By team

Encircle + Jobber

Create property claims in Encircle for new clients in Jobber

New Client

New Job Completion

New Quote

Create Client

First Name

Last Name

Company Name

Email Address

Phone Number

Street 1

Street 2

City

State/Province

Country

Zip/Postal Code

Create Request

Find or Create Client

Client Name or Company Name

Email Address

First Name

Last Name

Company Name

Email Address

Phone Number

Street 1

Street 2

City

State/Province

Country

Zip/Postal Code

New Property Claim Media

New Property Claim Room Note

Assign User to Property Claim

Property Claim IDRequired

User Email AddressRequired

Create Property Claim Note

Property Claim IDRequired

TitleRequired

Text

Find All Property Claims

External Assignment Identifier

Contractor Identifier

Insurer Identifier

Policyholder Name

Order

Limit

After

Find Property Claim Note

Property Claim IDRequired

Note IDRequired

Find or Create Property Claim

Assignment Identifier

Contractor IdentifierRequired

Insurer/Carrier Identifier

Policyholder Name

Order

Limit

After

Organization IDRequired

Organization Brand IDRequired

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