JobNimbus + Roofr
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.
- When this happens...Proposal SentTriggers when a proposal is sent to a client.
- automatically do this!Create JobTrigger when a new job is created, modified or deleted.
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More things you can do with Roofr and JobNimbus
Discover other triggers and actions you can use with Roofr and JobNimbus
- Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
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
- Job Workflow Stage Changed
Triggers when a job moves to a different workflow stage.
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
Related Zap Templates
- Manage new and updated JobNimbus jobs by creating jobs and customers in Roofr
- Create contacts in JobNimbus from new proposals in Roofr
- Update contacts in Job Nimbus when new proposals are sent in Roofr
- Create new JobNimbus contacts from new Roofr leads
- Send new Roofr proposals and create corresponding attachments in JobNimbus