Integrate Encircle with EngageBay
Send information between Encircle and EngageBay automatically, without writing any code, using Zoho Flow.
Build your own integrations between Encircle and EngageBay
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Supported triggers and actions
Integrate Encircle and EngageBay using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
All Actions - Actions are the automated tasks
Create property inspection structure
Creates a new structure in an existing property inspection
Assign user to property inspection
Assigns the specified user to a property inspection
Create property claim
Creates a new property claim
Assign user to property claim
Assigns the specified user to a property claim
Create property inspection room
Creates a new room in an existing property inspection
Create property claim room note
Creates a new property claim room note
Create property claim structure
Creates a new structure in an existing property claim
Create property claim note
Creates a new note in an existing property claim
Create property inspection
Creates a new property inspection
Create property claim room
Creates a new room in an existing property claim
Update property inspection
Updates the details of an existing property inspection
Update property claim
Updates the details of an existing property claim
Update property claim room note
Updates the details of an existing property claim room note
Update property claim note
Updates the details of an existing property claim note
Fetch property claim room note
Fetches the details of an existing property claim room note using its ID
Fetch property claim
Fetches the details of an existing property claim using its ID
Fetch property inspection
Fetches the details of an existing property inspection using its ID
Fetch property claim note
Fetches the details of an existing property claim note using its ID
Create deal
Creates a new deal
Create contact
Creates a new contact
Create company
Creates a new company
Create task
Creates a new task
Create event
Creates a new event
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
What is EngageBay?
EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.
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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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