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Canva + Roofr

Canva + Roofr

Canva + Roofr integrations

Create new Canva designs when proposals are signed in Roofr

Create beautiful designs in a flash whenever a new contract is signed in Roofr. With this workflow, once a proposal is signed in Roofr, a fresh design is instantly created in Canva. This allows you to streamline and consolidate your design process, saving you valuable time and effort. Keep your focus on delivering great service, while this automation handles your design needs.

  1. When this happens...
    Proposal Signed
    Proposal Signed
    Proposal SignedTriggers when a proposal is signed by a client.
  2. automatically do this!
    Create Design
    Create Design
    Create DesignCreates a new design.
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More things you can do with Roofr and Canva

Discover other triggers and actions you can use with Roofr and Canva

  • Roofr triggers, actions, and search
    Roofr Lead Created

    Triggers when a new lead is submitted via a Roofr Instant Estimator.

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

    Triggers when a proposal is moved to lost by a user.

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

    Triggers when a proposal is signed by a client.

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

    Triggers when a proposal is viewed by a client.

    Trigger
    Instant
    Try It
  • 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
    • Job name
    • First_name
      Required
    • Last_name
      Required
    • Phone
    • Email
    • Job owner
    • Job assignees
    • Address
      Required
    • City
      Required
    • Province/State
      Required
    • Zip/Postal Code
      Required
    • Country
      Required
    Action
    Write
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About Canva
Canva is a user-friendly online design platform that empowers individuals and businesses to create professional-quality graphics, presentations, posters, and other visual content with ease.
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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.
Related categories