JobNimbus + Roofr

Send new Roofr proposals and create corresponding attachments in JobNimbus

When a proposal is dispatched from the Roofr app, this workflow will immediately create a corresponding attachment within the JobNimbus app. It ensures your proposals are matched with the relevant documentation effortlessly, saving you time and ensuring consistency across your proposals and job data. This seamless, automatic workflow can greatly enhance your efficiency and productivity.

When a proposal is dispatched from the Roofr app, this workflow will immediately create a corresponding attachment within the JobNimbus app. It ensures your proposals are matched with the relevant documentation effortlessly, saving you time and ensuring consistency across your proposals and job data. This seamless, automatic workflow can greatly enhance your efficiency and productivity.

  1. When this happens...
    RoofrRoofr
    Proposal Sent

    Triggers when a proposal is sent to a client.

    TriggerInstant
  2. automatically do this!
    JobNimbusJobNimbus
    Create Attachment

    Creates a new attachment.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Roofr triggers, actions, and search

    Roofr Report Ordered

    Triggers when a Roofr report is ordered from a Job record.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search

    Proposal Sent

    Triggers when a proposal is sent to a client.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search

    Proposal Total Adjusted

    Triggers when a marked as won proposal has its total adjusted.

    Trigger
    Instant
    Try It
    • External job id

    • External customer id

    • First NameRequired

    • Last NameRequired

    • Phone

    • Email

    • Assignee

    • AddressRequired

    • CityRequired

    • Province/StateRequired

    • Zip/Postal CodeRequired

    • CountryRequired

    Action
    Write
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jobnimbus logo

About JobNimbus

JobNimbus CRM + Project Management for the service industry.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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roofr logo
roofr logo

About Roofr

Roofr: spend less time on admin and more time growing your roofing business. Manage reports, proposals, invoicing, payments, and more, on our easy-to-use platform.
Learn moreHelp

Related categories

  • Sales & CRM