Encircle + Workiz

Create property claims in Encircle from new Workiz jobs

Looking for an easier way to connect your workflows across platforms? This Zap can help. When a new job is created in Workiz, this integration will automatically create a property claim in Encircle using that job's information as the policyholder (customer).

Looking for an easier way to connect your workflows across platforms? This Zap can help. When a new job is created in Workiz, this integration will automatically create a property claim in Encircle using that job's information as the policyholder (customer).

  1. When this happens...
    WorkizWorkiz
    New Job

    Triggers when a new job is created.

    TriggerPolling
  2. automatically do this!
    EncircleEncircle
    Create Property Claim

    Creates a new Property Claim.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • First NameRequired

    • Last name

    • Phone

    • AddressRequired

    • CityRequired

    • State

    • PostalCodeRequired

    • Jobs start timeRequired

    • Job TypeRequired

    • Service Area

    • Email address

    • Job source

    • JobNotes

    • Company

    • Phone Ext

    • Second Phone

    • Second Phone Ext

    • Unit

    • Job End Date Time

    • Client Id

    Action
    Write
  • Encircle triggers, actions, and search

    New Property Claim

    Triggers when a new Property Claim is created.

    Trigger
    Instant
    Try It
encircle logo
encircle logo

About Encircle

Encircle is the leading provider of real-time documentation and productivity tools for the insurance and restoration industries.
Learn more

Related categories

  • Content & Files
workiz logo
workiz logo

About Workiz

Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.
Learn more

Related categories

  • Scheduling & Booking