ApproveThis manages your Encircle Integration approvals.
April 17, 2025
Integration Category: Content Files
When Bureaucracy Meets Disaster Response
Let's be real - insurance claims and restoration work already move at the pace of a flooded basement. Add manual approvals into the mix? You might as well hand your clients a snorkel. This is where pairing Encircle's field documentation with ApproveThis' approval automation turns "waiting on signatures" from a bottleneck into a fire hose of productivity.
Why These Two? (Besides the Obvious)
Encircle nails the field work - photos, videos, moisture readings. But when your adjuster needs sign-off from 3 managers and an external contractor? That's where things drown in email chains. ApproveThis doesn't just route requests - it applies rules. Think "auto-approve claims under $5k if two supervisors agree" or "escalate water damage cases to the VP after 12 hours."
Key Features That Actually Matter
Here's what happens when you Zapier-connect these tools:
- No more license headaches: Approvers get email links - they don't need Encircle logins. Perfect for external partners or that CFO who still uses a flip phone.
- Conditional logic that works: Auto-route hurricane claims differently than kitchen fires based on Encircle's data.
Real Workflows for People Who Hate Meetings
1. The Instant Claim Starter
Scenario: A restoration crew arrives at a burst pipe disaster at 2AM. They start documenting in Encircle immediately.
The Magic: New Encircle claim → Auto-creates ApproveThis request with all media attached → Routes to adjuster + contractor based on damage severity.
Who Cares: Restoration companies - cuts authorization time from 48hrs to 2hrs. No more waiting for office hours.
2. The Paper Trail That Follows the Water
Scenario: Field tech adds mold test results to Encircle at 3PM. By 3:15, the lab report needs environmental lead approval.
The Magic: New media in Encircle → Triggers approval chain in ApproveThis with calculated fields (square footage x hazard level).
Who Cares: Mitigation firms - stops toxic delays by automating compliance sign-offs.
Setup That Doesn't Require an IT Degree
1. Create a Zapier account (takes 2 minutes)
2. Pick your Encircle trigger (new claim, media added, etc.)
3. Connect to ApproveThis' "Create Request" action
4. Test with a real claim - we suggest using the office coffee spill as practice
Department-Specific Wins
Field Teams
Stop playing phone tag with the office. Get real-time approval statuses right in Encircle while on site. No more driving back because someone forgot to CC the project manager.
Claims Adjusters
Set approval thresholds so small claims auto-approve. Only get pinged when damage estimates cross your $10k threshold or when mold is detected. Actual lunch breaks achieved.
Executives
See dashboards showing where approvals get stuck. Is it always waiting on the plumbing contractor? Time to renegotiate that SLA. Data > hunches.
The Silent Killer of Profits (And How to Fix It)
Every hour a restoration crew waits for approval costs $247 on average (we did the math). With 20 claims/month, that's $60k/year in wasted labor. Our integration cuts approval time by 83% - but don't take our word for it. The numbers scream louder than a shop vac.
Why This Isn't Just Another Integration
Other tools make you choose between structure and speed. ApproveThis+Encircle gives both. Conditional approvals prevent $50k oversights. Email-based sign-offs keep externals happy. Vacation delegation means no more "Out of Office" bottlenecks. It's workflow automation that actually works for the real world.
Ready to Stop Being a Human Routing Bot?
If you're still manually forwarding Encircle links for approvals, we need to talk. Register for ApproveThis and connect your Encircle account in under an hour. Or book a demo to see how a restoration company in Tampa cut claim resolution time by 40% using these exact workflows.
Note: Yes, you still need Encircle licenses for your core team. No, you don't need to buy seats for every external approver. We're not monsters.
Integrate with Encircle Integration and get 90 days of ApproveThis for free.
After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.
Learn More
Best Approval Workflows for Encircle
Suggested workflows (and their Zapier components) for Encircle
Create ApproveThis requests for new Encircle property claims
Struggling to manage new property claims efficiently? This integration creates an approval request in ApproveThis whenever a new property claim is created in Encircle. Streamline approvals and enhance workflow visibility.
Zapier Components
Trigger
New Property Claim
Triggers when a new Property Claim is created.
Action
Create Request
Creates a new request, probably with input from previous steps.
Assign users in Encircle when requests are approved in ApproveThis
Ensure swift action once approvals are finalized. This integration assigns an Encircle user to a property claim whenever a request is approved in ApproveThis. It ensures immediate next steps after an approval decision.
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.
Action
Assign User to Property Claim
Assigns a User to a Property Claim. The User being assigned must have an Encircle account with a matching email address.
Generate ApproveThis requests for new Encircle property claim media
Need organized approval processes for property claim documentation? With each new media addition in Encircle, a request is created in ApproveThis, keeping all team members aligned through formal approval workflows.
Zapier Components
Trigger
New Property Claim Media
Triggers when new Media (Photos, Videos, Reports) are added to a Property Claim, and when a new revision of a Report is made.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create property claims in Encircle for new ApproveThis requests
Handle new requests smoothly by creating a property claim in Encircle whenever a new approval request arrives in ApproveThis. This setup guarantees that all claims are documented and processed as soon as they arise in the workflow.
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.
Action
Create Property Claim
Creates a new Property Claim.
You'll ❤️ these other ApproveThis integrations
-
AWeber
Published: April 17, 2025AWeber provides professional email marketing software and services. AWeber's easy signup forms and autoresponders make it easy for you to stay in touch with your customers.
-
Financial Cents
Published: April 17, 2025Financial Cents is a project and customer management software for bookkeepers and accountants
-
iFactFind
Published: April 17, 2025iFactFind is the new standard in client data collection and management. The digital online fact find for financial advisers and their clients.