Encircle + Nextiva

Encircle + Nextiva integrations

Create new Nextiva contacts from new property claims in Encircle

When a new property claim is filed in Encircle, use this workflow to seamlessly create a contact in Nextiva. By bridging these apps, you can streamline your insurance claims process and ensure prompt communication with all related parties. This will save valuable time and reduce manual data entry, making your property claim procedures more efficient.

When this happens...
New Property ClaimTriggers when a new Property Claim is created.
TriggerInstant
automatically do this!
Create ContactCreates a new personal contact.
ActionWrite

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More things you can do with Encircle and Nextiva

Discover other triggers and actions you can use with Encircle and Nextiva

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

New Missed Call
Triggers when a new call is missed.
Trigger
Polling
Try It
New Received Call
Triggers when a new call is received.
Trigger
Polling
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- Name
  Required
- Phone Number
  Required
Action
Write
- Name
  Required
- Phone Number
  Required
Action
Search or 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
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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
New Contact
Triggers when a new personal contact is added.
Trigger
Polling
Try It
New Voicemail
Triggers when a new voicemail is received.
Trigger
Polling
Try It
- Name
- Number
Action
Search

About Encircle

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

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Related categories

Content & Files

About Nextiva

Nextiva empowers businesses to manage their communications, productivity, and customer relationships on a truly unified platform.

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Related categories

Phone & SMS