Encircle + Microsoft Outlook

Send an email in Microsoft Outlook when new property claim notes are added in Encircle

Boost your productivity within insurance claim handling by instantly notifying stakeholders of new property claim notes. This workflow activates when a new property claim note is added in Encircle, and it instantly sends an email through Microsoft Outlook, ensuring everyone involved is kept up-to-date in real time. Take advantage of this automation and make your claim processing smoother and faster.

Boost your productivity within insurance claim handling by instantly notifying stakeholders of new property claim notes. This workflow activates when a new property claim note is added in Encircle, and it instantly sends an email through Microsoft Outlook, ensuring everyone involved is kept up-to-date in real time. Take advantage of this automation and make your claim processing smoother and faster.

  1. When this happens...
    EncircleEncircle
    New Property Claim Note

    Triggers when a new General Note is created in a Property Claim.

    TriggerInstant
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Send Email

    Send an email from your Outlook account.

    ActionWrite
Start free with email
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Supported triggers and actions

  • Encircle triggers, actions, and search

    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
  • Encircle triggers, actions, and search

    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
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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
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn more

Related categories

  • Calendar
  • Email
  • Microsoft

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