Encircle + QuickBooks Online

Create QuickBooks Online customers from new Encircle property claims

Save time and reduce human-error with this Zap. Once active, this integration automatically creates a QuickBooks Online customer using customer data from each new property claim in Encircle.

Save time and reduce human-error with this Zap. Once active, this integration automatically creates a QuickBooks Online customer using customer data from each new property claim in Encircle.

  1. When this happens...
    EncircleEncircle
    New Property Claim

    Triggers when a new Property Claim is created.

    TriggerInstant
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Create Customer

    Triggers when you add a new customer.

    ActionWrite
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Supported triggers and actions

  • Encircle triggers, actions, and search

    New Property Claim

    Triggers when a new Property Claim is created.

    Trigger
    Instant
    Try It
  • Encircle triggers, actions, and search

    New Property Claim Note

    Triggers when a new General Note is created in a Property Claim.

    Trigger
    Instant
    Try It
  • Encircle triggers, actions, and search

    Updated Property Claim

    Triggers when a Property Claim is updated.

    Trigger
    Instant
    Try It
    • Organization 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

    Action
    Write
  • Encircle triggers, actions, and search

    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.

    Trigger
    Instant
    Try It
  • Encircle triggers, actions, and search

    New Property Claim Room Note

    Triggers when a new Room Note is created in a Property Claim.

    Trigger
    Instant
    Try It
    • Property Claim IDRequired

    • User Email AddressRequired

    Action
    Write
    • Property Claim IDRequired

    • TitleRequired

    • Text

    Action
    Write
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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
quickbooks logo
quickbooks logo

About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
Learn more

Related categories

  • Accounting

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