Encircle + Thryv

Encircle + Thryv integrations

Create property claims in Encircle for new clients in Thryv

Easily manage your workflow between Thryv and Encircle with this smart automation. As soon as you sign in a new client on Thryv, a property claim will be created in Encircle, saving you time on manual data transfers. It's faster, more efficient customer and claim management, right at your fingertips.

When this happens...
New ClientTriggers when new client is created.
TriggerInstant
automatically do this!
Create Property ClaimCreates a new Property Claim.
ActionWrite

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More things you can do with Thryv and Encircle

Discover other triggers and actions you can use with Thryv and Encircle

New Appointment
Triggers when a new appointment is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is issued.
Trigger
Instant
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- Start Time
  Required
- End Time
  Required
- Title
  Required
- Notes
Action
Write
- Client
  Required
- Title
  Required
- Body
  Required
- Source
- Source URL
Action
Write
- Email Address
  Required
- First Name
  Required
- Last Name
- Phone Number
- Address
- Country Name
- Timezone
- Custom Identifer
- Notes
- Source
- Source URL
- Facebook Profile URL
- LinkedIn Profile URL
- Twitter Profile URL
- Google Plus Profile URL
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 ID
  Required
- User Email Address
  Required
Action
Write
- Property Claim ID
  Required
- Title
  Required
- Text
Action
Write
- External Assignment Identifier
- Contractor Identifier
- Insurer Identifier
- Policyholder Name
- Order
- Limit
- After
Action
Search
- Property Claim ID
  Required
- Note ID
  Required
Action
Search
- Assignment Identifier
- Contractor Identifier
  Required
- Insurer/Carrier Identifier
- Policyholder Name
- Order
- Limit
- After
- Organization ID
  Required
- Organization Brand ID
  Required
- 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

New Client
Triggers when new client is created.
Trigger
Instant
Try It
New Payment
Triggers when a new payment is created.
Trigger
Instant
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- First Name
  Required
- Last Name
- Email Address
- Phone Number
- Address
- Country Name
- Timezone
- Custom Identifer
- Notes
- Source
- Source URL
- Facebook Profile URL
- LinkedIn Profile URL
- Twitter Profile URL
- Google Plus Profile URL
Action
Write
- Email
  Required
Action
Search
New Property Claim
Triggers when a new Property Claim is created.
Trigger
Instant
Try It
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 ID
  Required
- Organization Brand ID
  Required
- Contractor Identifier
  Required
- 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 ID
  Required
Action
Search
- Property Claim ID
  Required
Action
Search
- Property Claim ID
  Required
- Structure ID
  Required
- Room ID
  Required
- Note ID
  Required
Action
Search

About Encircle

Encircle is the leading provider of real-time documentation and productivity tools for the insurance and restoration industries.

Learn moreLearn moreHelpHelp

Related categories

Content & Files

About Thryv

Thryv is an all-in-one management software built for small business. It integrates essential business functions like payments, marketing, and CRM.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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