Send outbound emails in Email by Zapier when new proposals are sent in Roofr
Streamline your business process with this Roofr and Email by Zapier workflow. Once a proposal is sent in Roofr, an email is instantly dispatched via Email by Zapier. This not only increases your efficiency but also ensures timely communication, helping you stay on top of your proposals and enhancing customer engagement.
- When this happens...Proposal SentTriggers when a proposal is sent to a client.
- automatically do this!Send Outbound EmailSend up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.
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More things you can do with Roofr and Email by Zapier
Discover other triggers and actions you can use with Roofr and Email by Zapier
- 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



