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Automate tasks across Encircle with Excel

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Encircle and Excel talk.
Here are some common ways to automate work between them.

Send a Excel notification when Encircle receives a high-priority item.Try now
Create a Excel follow-up from new qualified activity in Encircle.Try now
Copy new customer details from Encircle into Excel.Try now
Update the matching Excel item when a Encircle status changes.Try now
Start a review in Excel when Encircle flags an exception.Try now
Summarize new Encircle activity and save it in Excel.Try now

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Encircle and Excel work.

Connect your Encircle and Excel. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 26 actions between Encircle and Excel.
Can’t find an action you need? Let us know.

Find EquipmentReadRun a find equipment action in Encircle.Find Claim MediaReadRun a find claim media action in Encircle.Create Claim NoteCreateCreate claim note in Encircle.Find Claim NotesReadRun a find claim notes action in Encircle.Get Claim NoteReadRun a get claim note action in Encircle.Update Claim NoteUpdateUpdate claim note in Encircle.Find OrganizationsReadRun a find organizations action in Encircle.Find Organization BrandsReadRun a find organization brands action in Encircle.Create Property ClaimCreateCreate property claim in Encircle.Find Property ClaimsReadRun a find property claims action in Encircle.Get Property ClaimReadRun a get property claim action in Encircle.Update Property ClaimUpdateUpdate property claim in Encircle.Create Property InspectionCreateCreate property inspection in Encircle.Find Property InspectionsReadRun a find property inspections action in Encircle.Get Property InspectionReadRun a get property inspection action in Encircle.

Frequently Asked Questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Encircle and Excel.

MindCloud connects Encircle and Excel so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Related integrations

Explore other ways to connect Encircle with the apps your team already uses, or browse every Encircle and Excel integrations.

Google SheetsGoogle Sheets connects app workflows across your app stack.GmailGmail connects app workflows across your app stack.SlackSlack connects app workflows across your app stack.Google CalendarGoogle Calendar connects app workflows across your app stack.Google DriveGoogle Drive connects app workflows across your app stack.NotionNotion connects app workflows across your app stack.HubSpotHubSpot connects app workflows across your app stack.Google FormsGoogle Forms connects app workflows across your app stack.MailchimpMailchimp connects app workflows across your app stack.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.