Order new Roofr reports and automate neighborhoods in DOPE360
When a report is ordered in the Roofr app, this workflow enables a Neighborhood Automation sequence within DOPE360. This efficient process ensures heightened effectiveness in managing your data, offering seamless transition between two applications. It's an ideal solution for those seeking to bolster productivity and streamline operations.
- When this happens...Roofr Report OrderedTriggers when a Roofr report is ordered from a Job record.
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More things you can do with Roofr and DOPE360
Discover other triggers and actions you can use with Roofr and DOPE360
- 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




