Create cards in Trello for new property claims in Encircle
Stay on top of your property claims with this handy workflow. Whenever you have a new property claim in Encircle, a Trello card will be created to help you track the progress and streamline your workflow. With all your claim details in one place, managing property claims has never been easier. Turn chaos into organization with this efficient process.
- When this happens...New Property ClaimTriggers when a new Property Claim is created.
- automatically do this!Move Card to ListMoves a specific card to a list on a specific board.
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More things you can do with Encircle and Trello
Discover other triggers and actions you can use with Encircle and Trello
- 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






