Encircle and Salesflare

How to connect Encircle

When new Property Claim Note in Encircle, create internal note in Salesflare.
When new Property Claim Room Note in Encircle, create internal note in Salesflare.

Encircle is the leading provider of real-time documentation and productivity tools for the insurance and restoration industries.

Start a workflow when this happens

New Property Claim — Triggers when a new Property Claim is created.
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.
New Property Claim Note — Triggers when a new General Note is created in a Property Claim.
New Property Claim Room Note — Triggers when a new Room Note is created in a Property Claim.
Updated Property Claim — Triggers when a Property Claim is updated.

Things Salesflare can make it do

Assign User to Property Claim — Assigns a User to a Property Claim. The User being assigned must have an Encircle account with a matching email address.
Create Property Claim — Creates a new Property Claim.
Create Property Claim Note — Creates a new General Note for a Property Claim.
Find or Create Property Claim — Finds all Property Claims your Organization has access to.

Look up existing records

Find All Property Claims — Finds all Property Claims your Organization has access to.
Find Property Claim — Finds a Property Claim by ID.
Find Property Claim Note — Finds a General Note in Property Claim by ID.
Find Property Claim Room Note — Finds a Room Note in a Property Claim by ID.
Find Users Assigned to Property Claim — Finds all Users assigned to a given Property Claim.