Dubsado + Roofr
Create new Dubsado projects from newly created Roofr leads
Efficiently manage your leads with this Roofr and Dubsado integration. Every time there's a new lead in Roofr, a corresponding project is swiftly initiated in Dubsado. This enhances your ability to respond quickly to every potential customer, improving your client relationship management. Enjoy improved productivity with this seamless operation.
Efficiently manage your leads with this Roofr and Dubsado integration. Every time there's a new lead in Roofr, a corresponding project is swiftly initiated in Dubsado. This enhances your ability to respond quickly to every potential customer, improving your client relationship management. Enjoy improved productivity with this seamless operation.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create Project
Creates a new project.
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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
