Encircle + OpenPhone
Create or update OpenPhone contacts for new Encircle property claims
Stay organized and efficient in your communication process with this smart workflow. Whenever a new property claim is filed in Encircle, this automation promptly creates or updates the relevant contact information in OpenPhone. This seamless process ensures that you maintain up-to-date records, enhancing your productivity and saving you precious time.
Stay organized and efficient in your communication process with this smart workflow. Whenever a new property claim is filed in Encircle, this automation promptly creates or updates the relevant contact information in OpenPhone. This seamless process ensures that you maintain up-to-date records, enhancing your productivity and saving you precious time.
- When this happens...New Property Claim
Triggers when a new Property Claim is created.
- automatically do this!Create or Update Contact
Creates a contact or updates an existing contact.
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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