JobNimbus + Roofr
Create new JobNimbus jobs from sent Roofr proposals
Streamline your workflow between Roofr and JobNimbus with this smart productivity tool. Whenever a proposal is sent through Roofr, a new job is instantly created in JobNimbus. This seamless process saves time and ensures all job details are swiftly transferred between platforms, keeping your tasks organized and up-to-date.
Streamline your workflow between Roofr and JobNimbus with this smart productivity tool. Whenever a proposal is sent through Roofr, a new job is instantly created in JobNimbus. This seamless process saves time and ensures all job details are swiftly transferred between platforms, keeping your tasks organized and up-to-date.
- When this happens...Proposal Sent
Triggers when a proposal is sent to a client.
- automatically do this!Create Job
Trigger when a new job is created, modified or deleted.
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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
Assignee
AddressRequired
CityRequired
Province/StateRequired
Zip/Postal CodeRequired
CountryRequired
