Hatch + Roofr
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.
- 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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More things you can do with Roofr and Hatch
Discover other triggers and actions you can use with Roofr and Hatch
- 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
