Encircle + Salesforce

Create property claims in Encircle for new Salesforce records

Efficiently manage insurance claims by connecting Salesforce and Encircle. This workflow triggers when a new record is added in Salesforce, creating a property claim in Encircle without manual effort. Streamline your insurance claim process and save time with this seamless automation between Salesforce and Encircle.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerScheduled
automatically do this!
Create Property Claim
Creates a new Property Claim.
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History ObjectRequired
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- CampaignRequired
- ContactRequired
Action
Write

- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write

Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
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
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- Organization IDRequired
- Organization Brand IDRequired
- Contractor IdentifierRequired
- 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 IDRequired
Action
Search
- Property Claim IDRequired
Action
Search
- Property Claim IDRequired
- Structure IDRequired
- Room IDRequired
- Note IDRequired
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce ObjectsRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Warning
- Opportunity
- Create New Opportunity
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
- Use Assignment Rules
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
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- Property Claim IDRequired
- User Email AddressRequired
Action
Write
- Property Claim IDRequired
- TitleRequired
- Text
Action
Write
- External Assignment Identifier
- Contractor Identifier
- Insurer Identifier
- Policyholder Name
- Order
- Limit
- After
Action
Search
- Property Claim IDRequired
- Note IDRequired
Action
Search
- Assignment Identifier
- Contractor IdentifierRequired
- Insurer/Carrier Identifier
- Policyholder Name
- Order
- Limit
- After
- Organization IDRequired
- Organization Brand IDRequired
- 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

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

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create property claims in Encircle for new outbound messages in Salesforce

Related Zap Templates

Create property claims in Encircle for new outbound messages in Salesforce

Encircle + Salesforce

Create property claims in Encircle for new Salesforce records

New Case Attachment

New Field History Tracking Event

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create Lead

Create Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Record(s) by Query

Find or Create Record

New Property Claim

New Property Claim Note

Updated Property Claim

Create Property Claim

Find Property Claim

Find Users Assigned to Property Claim

Find Property Claim Room Note

New Contact

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create File

Create Note

Create Record (UTC)

Update Lead

Update Record (UTC)

Find Child Records

Find Record(s)

Find Record by Query

Find or Create Record by Query

New Property Claim Media

New Property Claim Room Note

Assign User to Property Claim

Create Property Claim Note

Find All Property Claims

Find Property Claim Note

Find or Create Property Claim

About Encircle

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates