Bigin by Zoho CRM + Encircle
Create events in Bigin by Zoho CRM from new property claims in Encircle
Stay on top of your property claims without having to manually enter details into your CRM. Whenever a new property claim is recorded in Encircle, this workflow facilitates the creation of a corresponding event in Bigin by Zoho CRM. This automation increases efficiency, reduces data entry errors, and ensures prompt response to your clients, improving their overall experience.
Stay on top of your property claims without having to manually enter details into your CRM. Whenever a new property claim is recorded in Encircle, this workflow facilitates the creation of a corresponding event in Bigin by Zoho CRM. This automation increases efficiency, reduces data entry errors, and ensures prompt response to your clients, improving their overall experience.
- When this happens...New Property Claim
Triggers when a new Property Claim is created.
- automatically do this!Create Event
Creates a new event.
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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
