Encircle + Salesforce
Create property claims in Encircle for new outbound messages in Salesforce
Streamline your workflow between Salesforce and Encircle with this efficient automation. When an outbound message is sent out from Salesforce, this workflow will seamlessly create a property claim within Encircle. This automatic process eliminates the need for data entry, speeding up your claim processing time, and allowing you to focus on more important tasks. Perfect for insurance companies or property managers, this powerful tool makes managing property claims easier and more efficient.
Streamline your workflow between Salesforce and Encircle with this efficient automation. When an outbound message is sent out from Salesforce, this workflow will seamlessly create a property claim within Encircle. This automatic process eliminates the need for data entry, speeding up your claim processing time, and allowing you to focus on more important tasks. Perfect for insurance companies or property managers, this powerful tool makes managing property claims easier and more efficient.
- When this happens...New Outbound Message
Triggers when a new outbound message is received in Salesforce.
- automatically do this!Create Property Claim
Creates a new Property Claim.
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