Albi + Encircle
Create new Albi project notes from new property claim room notes in Encircle
Stay ahead of property claims with an efficient workflow between Encircle and Albi. Whenever a new note is added for a property claim room in Encircle, a project note gets promptly formulated in Albi. This swift information exchange not only keeps your projects updated but also enhances communication, minimizing the chances of oversight or delays. This streamlined process ensures that your property claim management remains precise and proficient.
Stay ahead of property claims with an efficient workflow between Encircle and Albi. Whenever a new note is added for a property claim room in Encircle, a project note gets promptly formulated in Albi. This swift information exchange not only keeps your projects updated but also enhances communication, minimizing the chances of oversight or delays. This streamlined process ensures that your property claim management remains precise and proficient.
- When this happens...New Property Claim Room Note
Triggers when a new Room Note is created in a Property Claim.
- automatically do this!Create Project Note
Created a Project Note
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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