Encircle + Jobber
Manage new Encircle property claims by creating clients in Jobber
When a new property claim arises in Encircle, you don't need to manually update details in Jobber. With this workflow, the moment a claim is registered in Encircle, a client profile is instantly created in Jobber. Make your work process more efficient and save valuable time using this automation.
When a new property claim arises in Encircle, you don't need to manually update details in Jobber. With this workflow, the moment a claim is registered in Encircle, a client profile is instantly created in Jobber. Make your work process more efficient and save valuable time using this automation.
- When this happens...New Property Claim
Triggers when a new Property Claim is created.
- automatically do this!Create Client
Creates a new client.
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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