Encircle + Leap CRM

Create property claims in Encircle from new leads in Leap CRM

Easily manage your business when a new lead comes in through Leap CRM. This automation will create a property claim in Encircle instantly, saving you time and simplifying your workflow. This ensures seamless integration between the two apps, allowing you to stay organized and focused on the important tasks.

When this happens...
New Lead
New Lead from JobProgress
TriggerPolling
automatically do this!
Create Property Claim
Creates a new Property Claim.
ActionWrite

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Supported triggers and actions

New Customer
New Customer from jobprogress
Trigger
Polling
Try It
- Lead Id
- Job Id / Job Number (8888-9999-01)
- Documents ListRequired
Action
Write
- Lead IdRequired
- Value
- Latitude
- Longitude
- Address
- City
- House Number
- Street
- Zip Code
- State
- Country
- Company
- Documents List
- First NameRequired
- Last Name
- EmailRequired
- Phone
- Salesman / Customer Rep
- Job Rep / Estimator
- Job Description
- Referral
Action
Write
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

New Lead
New Lead from JobProgress
Trigger
Polling
Try It
- IDRequired
- First NameRequired
- Last Name
- PhoneRequired
- EmailRequired
- Company Name
- Address
- City
- State
- Zip Code
- Country
Action
Write
- Lead IdRequired
- Value
- Latitude
- Longitude
- Address
- City
- House Number
- Street
- Zip Code
- State
- Country
- Company
- Documents List
- First NameRequired
- Last Name
- EmailRequired
- Phone
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
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