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Encircle + Notion

Encircle + Notion

Encircle + Notion integrations

Create new Notion data source items from new Encircle property claims

Automate your information management with this efficient workflow. Whenever a new property claim is documented in Encircle, it prompts a corresponding data source item to be created in Notion, keeping your documents and records streamlined and organized. Enjoy a more efficient, error-free documentation process and focus on resolving claims rather than sorting data.

  1. When this happens...
    New Property Claim
    New Property Claim
    New Property ClaimTriggers when a new Property Claim is created.
  2. automatically do this!
    Create Data Source Item
    Create Data Source Item
    Create Data Source ItemCreates an item in a data source.
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More things you can do with Encircle and Notion

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

  • Encircle triggers, actions, and search
    New Property Claim

    Triggers when a new Property Claim is created.

    Trigger
    Instant
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  • Encircle triggers, actions, and search
    New Property Claim Note

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

    Trigger
    Instant
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  • Encircle triggers, actions, and search
    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
  • 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 ID
      Required
    • User Email Address
      Required
    Action
    Write
    • Property Claim ID
      Required
    • Title
      Required
    • Text
    Action
    Write
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About Encircle
Encircle is the leading provider of real-time documentation and productivity tools for the insurance and restoration industries.
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About Notion
A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
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