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Encircle + SimpleTexting

Update SimpleTexting contacts with new Encircle property claims

This efficient workflow connects the Encircle app with the SimpleTexting app. When new property claims are filed in Encircle, corresponding contacts are created or updated in SimpleTexting, ensuring immediate, streamlined communication. A seamless solution to keep critical data up-to-date and maintain open lines of communication with clients in real-time.

This efficient workflow connects the Encircle app with the SimpleTexting app. When new property claims are filed in Encircle, corresponding contacts are created or updated in SimpleTexting, ensuring immediate, streamlined communication. A seamless solution to keep critical data up-to-date and maintain open lines of communication with clients in real-time.

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

    Triggers when a new Property Claim is created.

    TriggerInstant
  2. automatically do this!
    SimpleTextingSimpleTexting
    Create/Update a Contact

    Creates a new or updates an existing contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Encircle triggers, actions, and search

    New Property Claim

    Triggers when a new Property Claim is created.

    Trigger
    Instant
    Try It
  • Encircle triggers, actions, and search

    New Property Claim Note

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

    Trigger
    Instant
    Try It
  • Encircle triggers, actions, and search

    Updated Property Claim

    Triggers when a Property Claim is updated.

    Trigger
    Instant
    Try It
    • 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
  • 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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simpletexting logo

About SimpleTexting

SimpleTexting is a text messaging platform that helps you reach your customers using one of the most effective channels: their text inbox. Send promotions, alerts, polls or reminders to your entire list in a matter of seconds.

Related categories