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Encircle + Slack

Send Slack channel messages for new property claim notes in Encircle

Keep your team updated in real-time about property claim notes happening within Encircle. With this workflow, whenever a new property claim note is added in Encircle, a channel message is promptly sent in Slack. This automation helps streamline your communication and ensures important information is promptly shared with your team.

Keep your team updated in real-time about property claim notes happening within Encircle. With this workflow, whenever a new property claim note is added in Encircle, a channel message is promptly sent in Slack. This automation helps streamline your communication and ensures important information is promptly shared with your team.

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

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

    TriggerInstant
  2. automatically do this!
    SlackSlack
    Send Channel Message

    Triggers when a new message is posted to a specific #channel you choose.

    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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