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 AdjustedTriggers when a marked as won proposal has its total adjusted. 
- automatically do this!Create ContactCreates a contact 
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- Roofr Lead Created- Triggers when a new lead is submitted via a Roofr Instant Estimator. Try It
- Proposal Lost- Triggers when a proposal is moved to lost by a user. Try It
- Proposal Signed- Triggers when a proposal is signed by a client. Try It
- Proposal 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 It
- Proposal Sent- Triggers when a proposal is sent to a client. Try It
- Proposal Total Adjusted- Triggers when a marked as won proposal has its total adjusted. Try It
- External job id 
- External customer id 
- First NameRequired 
- Last NameRequired 
- Phone 
- Email 
- Job owner 
- Job assignees 
- AddressRequired 
- CityRequired 
- Province/StateRequired 
- Zip/Postal CodeRequired 
- CountryRequired 
 





