Encircle + Jobber

Create property claims in Encircle for new clients in Jobber

When a New Client is added in Jobber, streamline your workflow to create a Property Claim in Encircle. This automation reduces manual data entry and helps your team to efficiently manage new client information across systems. Enhance your productivity by letting this workflow handle task initiation and documentation for you.

When a New Client is added in Jobber, streamline your workflow to create a Property Claim in Encircle. This automation reduces manual data entry and helps your team to efficiently manage new client information across systems. Enhance your productivity by letting this workflow handle task initiation and documentation for you.

  1. When this happens...
    JobberJobber
    New Client Created

    Triggers when a client is created.

    TriggerInstant
  2. automatically do this!
    EncircleEncircle
    Create Property Claim

    Creates a new Property Claim.

    ActionWrite
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Supported triggers and actions

encircle logo
encircle logo

About Encircle

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

Related categories

  • Content & Files
jobber logo
jobber logo

About Jobber

Jobber is the command centre for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.

Related categories

  • Scheduling & Booking