Encircle Integrations

Name: Zapier
Availability: InStock

Do more with Encircle integrations

Zapier lets you connect Encircle with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Google Sheets

Google, Spreadsheets

monday.com

Project Management

Airtable

Databases

Google Drive

File Management & Storage, Google

Housecall Pro

Scheduling & Booking

Dropbox

File Management & Storage

CompanyCam

Images & Design

Microsoft Outlook

Calendar, Email, Microsoft

Quickbase

Databases

Google Sheets

Google, Spreadsheets

monday.com

Project Management

Airtable

Databases

Google Drive

File Management & Storage, Google

Housecall Pro

Scheduling & Booking

Dropbox

File Management & Storage

Google Sheets

Google, Spreadsheets

monday.com

Project Management

Airtable

Databases

Google Drive

File Management & Storage, Google

Housecall Pro

Scheduling & Booking

Dropbox

File Management & Storage

CompanyCam

Images & Design

Microsoft Outlook

Calendar, Email, Microsoft

Quickbase

Databases

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Encircle integrations with Zapier's templates

Create QuickBooks Online customers from new Encircle property claims
Premium
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Encircle + QuickBooks Online
Send Gmail emails for new property claim notes in Encircle
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Encircle + Gmail
Create property claims in Encircle for new clients in Jobber
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Jobber + Encircle
Send Slack channel messages for new property claim notes in Encircle
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Encircle + Slack
Create property claims in Encircle from new Workiz jobs
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Workiz + Encircle
Generate property claims in Encircle from new scheduled jobs in Housecall Pro
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Housecall Pro + Encircle

Create QuickBooks Online customers from new Encircle property claims

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Encircle + QuickBooks Online

Send Gmail emails for new property claim notes in Encircle

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Encircle + Gmail

Create property claims in Encircle for new clients in Jobber

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Jobber + Encircle

Send Slack channel messages for new property claim notes in Encircle

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Encircle + Slack

Create property claims in Encircle from new Workiz jobs

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Workiz + Encircle

Generate property claims in Encircle from new scheduled jobs in Housecall Pro

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Housecall Pro + Encircle

Create property claims in Encircle from new ServiceM8 jobs

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ServiceM8 + Encircle

Create Inventory Shield locations from new Encircle property claims

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Encircle + Inventory Shield

Create jobs in ClockShark from new property claims in Encircle

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Encircle + ClockShark

Create property claims in Encircle from new emails in Email Parser by Zapier

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Email Parser by Zapier + Encircle

Create new Encircle property claims from Wave customers

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Wave + Encircle

Create property claims in Encircle for new Salesforce records

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Salesforce + Encircle

Create property claims in Encircle from new ServiceM8 jobs
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ServiceM8 + Encircle
Create Inventory Shield locations from new Encircle property claims
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Encircle + Inventory Shield
Create jobs in ClockShark from new property claims in Encircle
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Encircle + ClockShark
Create property claims in Encircle from new emails in Email Parser by Zapier
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Email Parser by Zapier + Encircle
Create new Encircle property claims from Wave customers
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Wave + Encircle
Create property claims in Encircle for new Salesforce records
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Salesforce + Encircle

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Property Claim
Triggers when a new Property Claim is created.
Trigger
Instant
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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

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

Encircle Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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

Encircle Integrations

Do more with Encircle integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Encircle integrations with Zapier's templates

Create QuickBooks Online customers from new Encircle property claims

Send Gmail emails for new property claim notes in Encircle

Create property claims in Encircle for new clients in Jobber

Send Slack channel messages for new property claim notes in Encircle

Create property claims in Encircle from new Workiz jobs

Generate property claims in Encircle from new scheduled jobs in Housecall Pro

Create QuickBooks Online customers from new Encircle property claims

Send Gmail emails for new property claim notes in Encircle

Create property claims in Encircle for new clients in Jobber

Send Slack channel messages for new property claim notes in Encircle

Create property claims in Encircle from new Workiz jobs

Generate property claims in Encircle from new scheduled jobs in Housecall Pro

Create property claims in Encircle from new ServiceM8 jobs

Create Inventory Shield locations from new Encircle property claims

Create jobs in ClockShark from new property claims in Encircle

Create property claims in Encircle from new emails in Email Parser by Zapier

Create new Encircle property claims from Wave customers

Create property claims in Encircle for new Salesforce records

Create property claims in Encircle from new ServiceM8 jobs

Create Inventory Shield locations from new Encircle property claims

Create jobs in ClockShark from new property claims in Encircle

Create property claims in Encircle from new emails in Email Parser by Zapier

Create new Encircle property claims from Wave customers

Create property claims in Encircle for new Salesforce records

Supported triggers and actions

Encircle Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Encircle Integrations

Popular Encircle Integrations

Encircle Integrations

Do more with Encircle integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create QuickBooks Online customers from new Encircle property claims

Send Gmail emails for new property claim notes in Encircle

Create property claims in Encircle for new clients in Jobber

Send Slack channel messages for new property claim notes in Encircle

Create property claims in Encircle from new Workiz jobs

Generate property claims in Encircle from new scheduled jobs in Housecall Pro

Create QuickBooks Online customers from new Encircle property claims

Send Gmail emails for new property claim notes in Encircle

Create property claims in Encircle for new clients in Jobber

Send Slack channel messages for new property claim notes in Encircle

Create property claims in Encircle from new Workiz jobs

Generate property claims in Encircle from new scheduled jobs in Housecall Pro

Create property claims in Encircle from new ServiceM8 jobs

Create Inventory Shield locations from new Encircle property claims

Create jobs in ClockShark from new property claims in Encircle

Create property claims in Encircle from new emails in Email Parser by Zapier

Create new Encircle property claims from Wave customers

Create property claims in Encircle for new Salesforce records

Create property claims in Encircle from new ServiceM8 jobs

Create Inventory Shield locations from new Encircle property claims

Create jobs in ClockShark from new property claims in Encircle

Create property claims in Encircle from new emails in Email Parser by Zapier

Create new Encircle property claims from Wave customers

Create property claims in Encircle for new Salesforce records

Encircle Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Encircle Integrations

Popular Encircle Integrations

Connect Your App Accounts to Zapier