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Encircle + Klaviyo

Create property claims in Encircle for new Klaviyo events

Stay on top of new events in Klaviyo and efficiently manage property claims with this automation. Whenever a new event occurs in Klaviyo, this workflow creates a property claim in Encircle, keeping your claim management process streamlined and organized. Save time and reduce manual data entry while ensuring every event is effectively addressed in Encircle.

Stay on top of new events in Klaviyo and efficiently manage property claims with this automation. Whenever a new event occurs in Klaviyo, this workflow creates a property claim in Encircle, keeping your claim management process streamlined and organized. Save time and reduce manual data entry while ensuring every event is effectively addressed in Encircle.

  1. When this happens...
    KlaviyoKlaviyo
    New Event

    Triggers on a new event. Optional filtering by metric.

    TriggerScheduled
  2. automatically do this!
    EncircleEncircle
    Create Property Claim

    Creates a new Property Claim.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Metric

    Trigger
    Scheduled
    Try It
    • Channel

    Trigger
    Scheduled
    Try It
    • Email

    • First Name

    • Last Name

    • Phone Number

    • Title

    • Organization

    • City

    • Region

    • Country

    • Zip

    • Image URL

    • Unique Id

    • Custom Properties

    • Consent to subscribe to Channel

    Action
    Write
    • ListRequired

    • Profile IDRequired

    Action
    Write
    • Audience Type

    Trigger
    Scheduled
    Try It
    • Profile IDRequired

    • ListRequired

    Action
    Write
    • MetricRequired

    • Email AddressRequired

    • Event Id

    • Value

    • Time

    • Custom Event Properties

    Action
    Write
    • Campaign IDRequired

    Action
    Write
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encircle logo

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
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