Hatch + Roofr
Adjust total adjusted proposals in Roofr to create new contacts in Hatch
Manage your Roofr proposals and Hatch contacts seamlessly with this smart workflow. Whenever a proposal's total is adjusted in Roofr, a new contact gets created in Hatch accordingly, saving you from manual data entering. it's perfect for professionals who want to streamline their operations and make their client management procedures more efficient.
Manage your Roofr proposals and Hatch contacts seamlessly with this smart workflow. Whenever a proposal's total is adjusted in Roofr, a new contact gets created in Hatch accordingly, saving you from manual data entering. it's perfect for professionals who want to streamline their operations and make their client management procedures more efficient.
- When this happens...Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
- automatically do this!Create Contact
Creates a contact
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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