Integrate Encircle with SalesBinder
Send information between Encircle and SalesBinder automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Encircle and SalesBinder using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Inventory item created
Triggers when a new inventory item is created
Contact created
Triggers when a new contact 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 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
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
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
Update property inspection
Updates the details of an existing property inspection
Update property claim
Updates the details of an existing property claim
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
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
Create contact
Creates a new contact
Create notes
Creates a new note to selected record
Create inventory item
Creates a new inventory item
Create account
Creates a new account (customer, prospect or supplier)
Update contact
Updates the details of an existing contact
Update inventory item
Updates the details of an existing inventory item
Update account
Updates the details of an existing account (customer or prospect or supplier)
Fetch account
Fetches the details of an existing account (customer or prospect or supplier) using ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch inventory item
Fetches the details of an existing inventory item
Search inventory item
Searches for the details of an existing inventory item
Search account
Searches for the details of an existing account
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 SalesBinder?
SalesBinder is an online inventory management system that also combines your customers, sales leads, purchase orders, estimates, and invoices into one globally accessible place.
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