Integrate RD Station with Encircle
Send information between RD Station and Encircle automatically, without writing any code, using Zoho Flow.
Build your own integrations between RD Station and Encircle
Connect RD Station and Encircle with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate RD Station and Encircle using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Lead created
Triggers when a new lead is created
Lead marked as opportunity
Triggers when a lead is marked as an opportunity
All Actions - Actions are the automated tasks
Register conversion event
Registers a conversion event for a contact
Mark deal as lost
Marks a deal as lost
Mark deal as won
Marks a deal as won
Fetch contact
Fetches a contact by email address
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 RD Station?
RD Station is a digital marketing automation platform that helps you with traffic generation, leads and sales for your business, and build a solid digital marketing presence.
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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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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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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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