JobNimbus + Roofr
Create new JobNimbus contacts from new Roofr leads
With this workflow, the moment a new lead is generated in Roofr, a corresponding contact is immediately established in JobNimbus. This process simplifies data transfer, allowing roofing businesses to concentrate more on fostering customer relationships. Ensuring potential clients are promptly added to JobNimbus facilitates more efficient project management and streamlined follow-ups.
With this workflow, the moment a new lead is generated in Roofr, a corresponding contact is immediately established in JobNimbus. This process simplifies data transfer, allowing roofing businesses to concentrate more on fostering customer relationships. Ensuring potential clients are promptly added to JobNimbus facilitates more efficient project management and streamlined follow-ups.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create Contact
Creates a new contact with Display Name.
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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
