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Encircle + Trello

Encircle + Trello

Encircle + Trello integrations

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.

  1. When this happens...
    New Property Claim
    New Property Claim
    New Property ClaimTriggers when a new Property Claim is created.
  2. automatically do this!
    Move Card to List
    Move Card to List
    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

  • 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 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
  • 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 ID
      Required
    • User Email Address
      Required
    Action
    Write
    • Property Claim ID
      Required
    • Title
      Required
    • 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.
Related categories
trello logo
About Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Related categories
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