Canva + Roofr
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.
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.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- automatically do this!Create Design
Creates a new design.
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Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try ItProposal Lost
Triggers when a proposal is moved to lost by a user.
Try ItProposal Signed
Triggers when a proposal is signed by a client.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try ItProposal Sent
Triggers when a proposal is sent to a client.
Try ItProposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Try ItExternal job id
External customer id
First NameRequired
Last NameRequired
Phone
Email
Job owner
Job assignees
AddressRequired
CityRequired
Province/StateRequired
Zip/Postal CodeRequired
CountryRequired