Encircle + LiveSwitch Contact and Concierge
Create new contacts in LiveSwitch Contact and Concierge from new property claims in Encircle
Have a new property claim in Encircle? Ensure swift responses by creating a streamlined workflow. With this setup, whenever there's a new property claim in your Encircle account, a new contact will be added in LiveSwitch Contact and Concierge, ensuring you have all the details at your fingertips for a quick response. Automate this process and enhance your client handling efficiency.
Have a new property claim in Encircle? Ensure swift responses by creating a streamlined workflow. With this setup, whenever there's a new property claim in your Encircle account, a new contact will be added in LiveSwitch Contact and Concierge, ensuring you have all the details at your fingertips for a quick response. Automate this process and enhance your client handling efficiency.
- When this happens...New Property Claim
Triggers when a new Property Claim is created.
- automatically do this!Create Contact
Creates a Contact in the system.
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New Property Claim
Triggers when a new Property Claim is created.
Try ItNew Property Claim Note
Triggers when a new General Note is created in a Property Claim.
Try ItUpdated Property Claim
Triggers when a Property Claim is updated.
Try ItOrganization 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
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 ItNew Property Claim Room Note
Triggers when a new Room Note is created in a Property Claim.
Try ItProperty Claim IDRequired
User Email AddressRequired
Property Claim IDRequired
TitleRequired
Text