

Integrate Ontraport with Encircle
Send information between Ontraport and Encircle automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate Ontraport and Encircle using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Contact added
Triggers when a new contact is added

Tag removed
Triggers when the selected tag is removed for a contact

Entry submitted
Triggers when a contact submits an entry in the selected form

Tag added
Triggers when the selected tag is added to a contact
All Actions - Actions are the automated tasks

Create or update contact
Creates a new contact. Updates the details in case the contact already exists.

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
What is Ontraport?
Ontraport is a marketing automation tool that helps you manage your CRM, email and SMS communication, landing pages, and web forms, all in one place.
What is Encircle?
Encircle is a comprehensive field documentation solution that lets you visually document and present high-quality reports to your office.
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