Encircle + Microsoft Excel
Add new Encircle property claims to Microsoft Excel rows for seamless management
Streamline your property claim handling process with this intuitive workflow. Whenever a new property claim comes in via Encircle, an immediate update is created in your Microsoft Excel spreadsheet. This seamless integration organizes every detail of the property claim, enabling efficient tracking and swift resolution. Enjoy a more organized, time-saving approach to managing property claims.
Streamline your property claim handling process with this intuitive workflow. Whenever a new property claim comes in via Encircle, an immediate update is created in your Microsoft Excel spreadsheet. This seamless integration organizes every detail of the property claim, enabling efficient tracking and swift resolution. Enjoy a more organized, time-saving approach to managing property claims.
- When this happens...New Property Claim
Triggers when a new Property Claim is created.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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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
