Encircle + Quo

Create or update Quo contacts for new Encircle property claims

Stay organized and efficient in your communication process with this smart workflow. Whenever a new property claim is filed in Encircle, this automation promptly creates or updates the relevant contact information in Quo. This seamless process ensures that you maintain up-to-date records, enhancing your productivity and saving you precious time.

Stay organized and efficient in your communication process with this smart workflow. Whenever a new property claim is filed in Encircle, this automation promptly creates or updates the relevant contact information in Quo. This seamless process ensures that you maintain up-to-date records, enhancing your productivity and saving you precious time.

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

    Triggers when a new Property Claim is created.

    TriggerInstant
  2. automatically do this!
    QuoQuo
    Create or Update Contact

    Creates a contact or updates an existing contact.

    ActionWrite
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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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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
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quo logo

About Quo

Quo is a phone system that helps businesses build personal customer relationships at scale. Calls, texts, & contacts are in one place to never miss a customer.
Learn more

Related categories

  • Phone & SMS