Integrate Encircle with Octadesk
Send information between Encircle and Octadesk automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Encircle and Octadesk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Organization added
Triggers when a new organisation is added
Customer added
Triggers when a new customer is added
Ticket added
Triggers when a new ticket is added
Agent added
Triggers when a new agent is added
All Actions - Actions are the automated tasks
Assign user to property claim
Assigns the specified user to a property claim
Create property claim
Creates a new property claim
Assign user to property inspection
Assigns the specified user to a property inspection
Create property inspection structure
Creates a new structure in an existing property inspection
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
Create property inspection
Creates a new 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
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
Update property claim room note
Updates the details of an existing property claim room note
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
Fetch property inspection
Fetches the details of an existing property inspection using its ID
Create organization
Creates a new organization
Update ticket
Updates the details of an existing ticket
Create product
Creates a new product
Create person
Creates a new person
Create ticket
Creates a new ticket
Update product
Updates the details of an existing product
Update organization
Updates the details of an existing organization
Fetch person
Fetches the details of an existing person using email address
Fetch requester
Fetches the details of an existing requester using email address
Fetch organization
Fetches the details of an existing organization by name
Search ticket
Search for an existing ticket
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 Octadesk?
Octadesk is a customer service solution that organizes customer interactions. It helps you generate leads, close sales, support customers, and more.
Similar apps
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.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
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
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
