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.
- When this happens...Proposal SignedTriggers when a proposal is signed by a client.
- automatically do this!Create DesignCreates a new design.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Roofr and Canva
Discover other triggers and actions you can use with Roofr and Canva
- Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try ItTriggerInstant - Proposal Lost
Triggers when a proposal is moved to lost by a user.
Try ItTriggerInstant - Proposal Signed
Triggers when a proposal is signed by a client.
Try ItTriggerInstant - Proposal Viewed
Triggers when a proposal is viewed by a client.
Try ItTriggerInstant
- Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try ItTriggerInstant - Proposal Sent
Triggers when a proposal is sent to a client.
Try ItTriggerInstant - Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Try ItTriggerInstant - External job id
- External customer id
- Job name
- First_nameRequired
- Last_nameRequired
- Phone
- Email
- Job owner
- Job assignees
- AddressRequired
- CityRequired
- Province/StateRequired
- Zip/Postal CodeRequired
- CountryRequired
ActionWrite



