Encircle + Workiz
Create property claims in Encircle from new Workiz jobs
Looking for an easier way to connect your workflows across platforms? This Zap can help. When a new job is created in Workiz, this integration will automatically create a property claim in Encircle using that job's information as the policyholder (customer).
Looking for an easier way to connect your workflows across platforms? This Zap can help. When a new job is created in Workiz, this integration will automatically create a property claim in Encircle using that job's information as the policyholder (customer).
- When this happens...New Job
Triggers when a new job is created.
- automatically do this!Create Property Claim
Creates a new Property Claim.
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Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItLead Status Change
Triggers when a lead status is changed
Try ItNew Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last name
Phone Number
Address
City
State
PostalCode
Lead start time
Email address
Lead source
Description
Company
Job Status Change
Triggers when a job status is changed
Try ItNew Job
Triggers when a new job is created.
Try ItFirst NameRequired
Last name
Phone
AddressRequired
CityRequired
State
PostalCodeRequired
Jobs start timeRequired
Job TypeRequired
Service Area
Email address
Job source
JobNotes
Company
Phone Ext
Second Phone
Second Phone Ext
Unit
Job End Date Time
Client Id
New Property Claim
Triggers when a new Property Claim is created.
Try It