Airtable + Roofr

Create or update Airtable records when new proposals are sent in Roofr

This workflow activates when you send a proposal through the Roofr app, consequently creating or updating a record in your Airtable. It's an efficient solution for keeping your digital databases up-to-date immediately after a proposal goes out. Say goodbye to manual input and hello to this time-saving automation that keeps your records accurate for precise business operation.

This workflow activates when you send a proposal through the Roofr app, consequently creating or updating a record in your Airtable. It's an efficient solution for keeping your digital databases up-to-date immediately after a proposal goes out. Say goodbye to manual input and hello to this time-saving automation that keeps your records accurate for precise business operation.

  1. When this happens...
    RoofrRoofr
    Proposal Sent

    Triggers when a proposal is sent to a client.

    TriggerInstant
  2. automatically do this!
    AirtableAirtable
    Create or Update Record

    Find and update an existing record, or create a new one.

    ActionWrite
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Supported triggers and actions

  • Roofr triggers, actions, and search

    Roofr Report Ordered

    Triggers when a Roofr report is ordered from a Job record.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search

    Proposal Sent

    Triggers when a proposal is sent to a client.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search

    Proposal Total Adjusted

    Triggers when a marked as won proposal has its total adjusted.

    Trigger
    Instant
    Try It
    • External job id

    • External customer id

    • First NameRequired

    • Last NameRequired

    • Phone

    • Email

    • Assignee

    • AddressRequired

    • CityRequired

    • Province/StateRequired

    • Zip/Postal CodeRequired

    • CountryRequired

    Action
    Write
airtable logo
airtable logo

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Learn more

Related categories

  • Databases

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roofr logo
roofr logo

About Roofr

Roofr: spend less time on admin and more time growing your roofing business. Manage reports, proposals, invoicing, payments, and more, on our easy-to-use platform.
Learn more

Related categories

  • Sales & CRM