Integrate Encircle with ClinchPad
Send information between Encircle and ClinchPad automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Encircle and ClinchPad using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Note added
Triggers when a note is added to a lead
Lead created
Triggers when a new lead is created
Lead lost
Triggers when an existing lead is marked as lost
Lead won
Triggers when an existing lead is marked as won
To-do created
Triggers when a to-do is created
All Actions - Actions are the automated tasks
Create property inspection structure
Creates a new structure in an existing property inspection
Create property claim note
Creates a new note in an existing property claim
Create property claim structure
Creates a new structure in an existing property claim
Assign user to property claim
Assigns the specified user to a property claim
Assign user to property inspection
Assigns the specified user to a property inspection
Create property inspection
Creates a new property inspection
Create property claim
Creates a new property claim
Create property claim room note
Creates a new property claim room note
Create property inspection room
Creates a new room in an existing property inspection
Create property claim room
Creates a new room in an existing property claim
Update property claim room note
Updates the details of an existing property claim room note
Update property claim
Updates the details of an existing property claim
Update property inspection
Updates the details of an existing property inspection
Update property claim note
Updates the details of an existing property claim note
Fetch property inspection
Fetches the details of an existing property inspection using its ID
Fetch property claim
Fetches the details of an existing property claim using its ID
Fetch property claim room note
Fetches the details of an existing property claim room note using its ID
Fetch property claim note
Fetches the details of an existing property claim note using its ID
Create a lead
Creates a new lead
Create note
Creates a new note for the specified lead
Create to-do
Creates a new to-do for the specified lead
Update to-do
Updates the details of an existing to-do
Fetch lead
Fetches the details of an existing lead using ID
What is Encircle?
Encircle is a comprehensive field documentation solution that lets you visually document and present high-quality reports to your office.
Similar apps
What is ClinchPad?
ClinchPad is a web-based CRM application built for small teams who are looking to transition from a cluster of spreadsheets to a more organized way of tracking leads.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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