JobNimbus + Roofr
Create JobNimbus jobs from new Roofr leads
This workflow activates when a new lead is registered in Roofr, subsequently creating a new job in JobNimbus. Streamline your process by directly transforming leads into jobs, saving time and enhancing efficiency. This workflow provides immediate action on your Roofr leads, ensuring seamless operations and quick response times in JobNimbus.
This workflow activates when a new lead is registered in Roofr, subsequently creating a new job in JobNimbus. Streamline your process by directly transforming leads into jobs, saving time and enhancing efficiency. This workflow provides immediate action on your Roofr leads, ensuring seamless operations and quick response times in JobNimbus.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create Job
Trigger when a new job is created, modified or deleted.
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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
