Integrate Encircle with Zoho Invoice
Send information between Encircle and Zoho Invoice automatically, without writing any code, using Zoho Flow.
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Create a new invoice in Zoho Invoice when a new property claim is created in Encircle
Integrate Encircle with Zoho Invoice using Zoho Flow. Whenever a new property claim is created in Encircle, Zoho Flow automatically creates a new invoice in Zoho Invoice. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new property claim is created in Encircle.
- Zoho Flow creates a new invoice in Zoho Invoice.
Create a new invoice in Zoho Invoice when a new property claim is created in Encircle
Encircle + Zoho Invoice
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Supported triggers and actions
Integrate Encircle and Zoho Invoice using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Property claim room note created
Triggers when a new note is added to a room within a property claim
Property claim updated
Triggers when the details of an existing property claim are updated
Property claim note created
Triggers when a new note is added to a property claim
Property claim created
Triggers when a new property claim is created
Contact person created
Triggers when a new contact person is created for an existing contact
Timesheet updated
Triggers when the details of an existing timesheet are updated
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
Timesheet created
Triggers when a new timesheet is created
Payment updated
Triggers when any detail of an existing payment is updated
Estimate created
Triggers when a new estimate is created in the selected organization
Estimate updated
Triggers when any detail of an existing estimate is updated
Invoice created
Triggers when a new invoice is created
Contact updated
Triggers when any detail of an existing contact is updated
Payment received
Triggers when a new payment is received
Credit note updated
Triggers when the details of an existing credit note are updated
Project created
Triggers when a new project is created
Contact created
Triggers when a new contact is created
Project updated
Triggers when any detail of an existing project is updated
Invoice updated
Triggers when any detail of an existing invoice is updated
Item created
Triggers when a new item is created in the selected organization
Credit note created
Triggers when a new credit note is created
Recurring expense created
Triggers when a new recurring expense is created
Item updated
Triggers when any detail of an existing item is updated
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
Create property claim room
Creates a new room in an existing property claim
Create property inspection
Creates a new 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 note
Creates a new note in an existing property claim
Create property claim structure
Creates a new structure in an existing property claim
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
Update property claim room note
Updates the details of an existing property claim room note
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
Updates the details of an existing property claim
Fetch property claim room note
Fetches the details of an existing property claim room note 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
Fetch property claim
Fetches the details of an existing property claim using its ID
Create recurring invoice
Creates a new recurring invoice
Create project
Creates a new project
Create contact person
Creates a new contact person for the selected contact
Start timer
Starts timer for the selected task
Create task
Creates a new task in the specified project
Add address for customer
Adds address details for an existing customer
Record payment
Records a payment for an existing invoice
Create estimate
Creates a new estimate
Send retainer invoice
Sends a retainer invoice to the specified email address
Stop timer
Stops the timer that is currently running
Create invoice
Creates a new invoice
Send invoice
Sends an existing invoice to the specified recipients
Request payment information
Sends a payment information request to the specified email address
Create retainer invoice
Creates a new retainer invoice
Create item
Creates a new item
Create timesheet
Creates a new timesheet entry
Create recurring expense
Creates a new recurring expense
Mark as primary contact person
Marks the specified contact person as the primary contact person for the company
Send estimate
Sends an existing estimate to the specified recipients
Create contact
Creates a new contact
Update task
Updates the details of an existing task
Update contact
Updates the details of an existing contact
Update contact person
Updates the details of an existing contact person
Update timesheet
Updates the details of an existing timesheet
Update invoice status
Updates the status of an existing invoice
Create payment link
Creates a payment link
Update item
Updates the details of an existing item
Update payment link
Updates the details of an existing payment link
Update estimate
Updates the details of an existing estimate
Update invoice
Updates the details of an existing invoice
Update project
Updates the details of an existing project
Fetch recurring expense
Fetches the details of an existing recurring expense
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch contact by email
Fetches the details of an existing contact by email
Fetch contact by display name
Fetches the details of an existing contact by display name
Fetch item by name
Fetches the details of an existing item by name
Fetch payment
Fetches the details of an existing payment
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch item by ID
Fetches the details of an existing item by ID
Fetch public invoice payment link
Fetches the payment link for the specified invoice
Fetch project
Fetches the details of an existing project by ID
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch timesheet
Fetches the details of an existing timesheet by ID
Fetch item by SKU
Fetches the details of an existing item by SKU
Fetch estimate
Fetches the details of an existing invoice
Fetch task
Fetches the details of an existing task by ID
Fetch user
Fetches the details of an existing user by ID, name, or email address
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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What is Zoho Invoice?
Zoho Invoice is online invoicing software that helps you craft invoices, automatically send payment reminders and get paid faster online. You can send estimates, track them, turn them into invoices, and get a detailed report of sales, tax, and expenses.
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