Encircle + Zapier Tables
Create new records in Zapier Tables when new property claim notes are added in Encircle
This workflow initiates when a new property claim note is logged in your Encircle app and swiftly creates a corresponding record in the Tables app. This streamlined process ensures immediate documentation, improving response time and data organization. Perfect for real estate, insurance, or property managers seeking enhanced efficiency.
This workflow initiates when a new property claim note is logged in your Encircle app and swiftly creates a corresponding record in the Tables app. This streamlined process ensures immediate documentation, improving response time and data organization. Perfect for real estate, insurance, or property managers seeking enhanced efficiency.
- When this happens...New Property Claim Note
Triggers when a new General Note is created in a Property Claim.
- automatically do this!Create Record
Creates a new record on a table.
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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