Encircle + Microsoft Teams

Encircle + Microsoft Teams integrations

Send channel messages in Microsoft Teams for new property claims in Encircle

Enhance your team efficiency with this seamless workflow. Upon entering a new property claim in Encircle, an immediate message is dispatched to your Microsoft Teams channel. This promotes swift response times and bolsters team communication, keeping everyone updated without the need for a manual alert. Simplify and streamline your work procedures with this helpful solution.

When this happens...
New Property ClaimTriggers when a new Property Claim is created.
TriggerInstant
automatically do this!
Send Bot MessageSends a message to a public channel from the Zapier bot. Requires installation of the Zapier app from the Teams Store.
ActionWrite

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More things you can do with Encircle and Microsoft Teams

Discover other triggers and actions you can use with Encircle and Microsoft Teams

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 ID
  Required
- Organization Brand ID
  Required
- Contractor Identifier
  Required
- 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 ID
  Required
Action
Search

- Property Claim ID
  Required
Action
Search
- Property Claim ID
  Required
- Structure ID
  Required
- Room ID
  Required
- Note ID
  Required
Action
Search

- Team
  Required
Trigger
Polling
Try It
- Chat
  Required
- Exclude messages by you?
Trigger
Polling
Try It
- Team
  Required
Trigger
Polling
Try It
- Team
  Required
- Channel
  Required
Trigger
Polling
Try It
- Team Member
  Required
Action
Write
- Chat
  Required
- Message
  Required
- Message Text
  Required
- Message Text Format
Action
Write
- Team
  Required
- Channel
  Required
- Message ID
  Required
- Message Text Format
- Reply Content
  Required
Action
Write
- Team
  Required
- Channel
  Required
- Message Text
  Required
- Message Text Format
Action
Write
- Send To
  Required
- Message Text (Optional)
- Card Type
  Required
Action
Write
- Chat
  Required
- Message ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Team
  Required
- Channel
  Required
- Message ID
  Required
Action
Search
- Chat ID
  Required
- Message ID
  Required
Action
Search
- Team
  Required
- Channel Name
  Required
- Include Archived Channels
Action
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
New Property Claim Room Note
Triggers when a new Room Note is created in a Property Claim.
Trigger
Instant
Try It
- Property Claim ID
  Required
- User Email Address
  Required
Action
Write
- Property Claim ID
  Required
- Title
  Required
- Text
Action
Write
- External Assignment Identifier
- Contractor Identifier
- Insurer Identifier
- Policyholder Name
- Order
- Limit
- After
Action
Search
- Property Claim ID
  Required
- Note ID
  Required
Action
Search
- Assignment Identifier
- Contractor Identifier
  Required
- Insurer/Carrier Identifier
- Policyholder Name
- Order
- Limit
- After
- Organization ID
  Required
- Organization Brand ID
  Required
- 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
- Team
  Required
- Channel
  Required
- Member
- Highlight Word
Trigger
Polling
Try It
New Chat
Triggers when a new chat is created.
Trigger
Polling
Try It
- Team
  Required
- Channel
  Required
Trigger
Polling
Try It
- Team
  Required
- Channel Name
  Required
- Description
- Favorite for All?
Action
Write
- Team Member(s)
  Required
- Message Text Format
- Message Text
  Required
Action
Write
- Team
  Required
- Channel Name
  Required
- Description
Action
Write
- Team
  Required
- Public Channel
  Required
- Message Text
  Required
- Message Text Format
Action
Write
- Chat
  Required
- Message Text Format
- Message Text
  Required
Action
Write
- Availability
  Required
- Duration (Minutes)
Action
Write
- Info
- Display Name
- First Name
- Last Name
- Mobile Phone
- Business Phone
- About Me
- Birthday
Action
Write
- Team
  Required
- Channel ID
  Required
Action
Search
- Chat ID
  Required
Action
Search
- Search by
  Required
Action
Search

About Encircle

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

Learn moreLearn moreHelpHelp

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Content & Files

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.

Learn moreLearn moreHelpHelp

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Microsoft

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