QuickBooks Online integration with Encircle
How to Create property claims in Encircle from new QuickBooks Online customers
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create property claims in Encircle from new QuickBooks Online customers" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Encircle integrations
Encircle actions
Nekton can use any feature that is available in Encircle API.
Using our advanced AI, you can easily create custom automations for Encircle.
Here are some typical actions you can do in your automated workflows.
Create Property Claim
Creates a new Property Claim.
Find Property Claim
Finds a Property Claim by ID.
Find Users Assigned to Property Claim
Finds all Users assigned to a given Property Claim.
Find Property Claim Room Note
Finds a Room Note in a Property Claim by ID.
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 Note
Creates a new General Note for a Property Claim.
About Encircle
Encircle is the leading provider of real-time documentation and productivity tools for the insurance and restoration industries.