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.
- When this happens...Proposal Sent
Triggers when a proposal is sent to a client.
- automatically do this!Create Attachment
Creates a new attachment.
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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
