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JobNimbus + Roofr

JobNimbus + Roofr

JobNimbus + Roofr integrations

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.

  1. When this happens...
    Proposal Sent
    Proposal Sent
    Proposal SentTriggers when a proposal is sent to a client.
    TriggerInstant
  2. automatically do this!
    Create Attachment
    Create Attachment
    Create AttachmentCreates a new attachment.
    ActionWrite
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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 triggers, actions, and search
    Roofr Lead Created

    Triggers when a new lead is submitted via a Roofr Instant Estimator.

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

    Triggers when a proposal is moved to lost by a user.

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

    Triggers when a proposal is signed by a client.

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

    Triggers when a proposal is viewed by a client.

    Trigger
    Instant
    Try It
  • 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
    • Job name
    • First_name
      Required
    • Last_name
      Required
    • Phone
    • Email
    • Job owner
    • Job assignees
    • Address
      Required
    • City
      Required
    • Province/State
      Required
    • Zip/Postal Code
      Required
    • Country
      Required
    Action
    Write
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About JobNimbus
JobNimbus CRM + Project Management for the service industry.
Learn moreLearn moreHelpHelp
Related categories
CRM (Customer Relationship Management)
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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 moreLearn moreHelpHelp
Related categories
Sales & CRM

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