1.Detects form submission created
Integrate Zapier Forms and intake capture tools to receive each new property submission and capture attached notes and transcript data.
Create property claim and notify field team instantly
Automatically monitor property claim intakes across Zapier Forms, AI by Zapier, Encircle, Microsoft SharePoint, and Quo. Get completion when intake submission created, new notes attached, or transcript receivedβso you can create claims, generate summaries, and dispatch field staff without manual claims entry.
How this automation creates property claims faster
When a property intake arrives without automation, claim details and dispatch info can get delayed and misrouted. This automation receives the submission, generates an AI intake summary with loss classification, creates the claim and job assets, and notifies customer and field staffβso your team can dispatch with confidence.
Zapier Formsor swap with your favorite app
2.Generates technician intake summary
Integrate AI by Zapier and text processing tools to produce a technician-facing summary and select one loss classification.
AI by Zapieror swap with your favorite app
3.Creates property claim record
Integrate Encircle and claim record tools to create a new property claim and map the AI loss type to claim type.
Encircleor swap with your favorite app
4.Adds claim note from AI summary
Integrate Encircle and document note tools to create a claim note from the AI summary tied to the new claim.
5.Creates job folder
Integrate Microsoft SharePoint and file management tools to create a job folder named from the contractor identifier.
Microsoft SharePointor swap with your favorite app
6.Sends customer and dispatch SMS
Integrate Quo and messaging tools to send SMS to the policyholder and dispatch SMS to configured technician numbers.
Quoor swap with your favorite app
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Explore all claims management automations
Accelerate claim handling with automated intake routing, status updates, and document tracking
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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