Encircle + Text Request
Encircle + Text Request
Create or update Text Request contacts from new property claims in Encircle
Stay updated with your contacts in Text Request whenever there's a new Property Claim in Encircle. This automated workflow ensures that every time a Property Claim is implemented in Encircle, a corresponding contact is created or updated in Text Request. Save time, reduce manual tasks, and keep your interactions efficient with this seamless process. Enjoy a simplified, organized approach to managing your contacts and their related property claims.
- When this happens...New Property ClaimTriggers when a new Property Claim is created.
- automatically do this!Create or Update ContactCreates a new contact or updates the name of an existing contact.
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More things you can do with Encircle and Text Request
Discover other triggers and actions you can use with Encircle and Text Request
- New Property Claim
Triggers when a new Property Claim is created.
Try ItTriggerInstant - New Property Claim Note
Triggers when a new General Note is created in a Property Claim.
Try ItTriggerInstant - Updated Property Claim
Triggers when a Property Claim is updated.
Try ItTriggerInstant - 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
ActionWrite
- 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.
Try ItTriggerInstant - New Property Claim Room Note
Triggers when a new Room Note is created in a Property Claim.
Try ItTriggerInstant - Property Claim IDRequired
- User Email AddressRequired
ActionWrite- Property Claim IDRequired
- TitleRequired
- Text
ActionWrite
