JobNimbus + Roofr
Create new JobNimbus contacts from signed Roofr proposals
Easily manage your new projects with this seamless automation between Roofr and JobNimbus. When a proposal gets signed in Roofr, a new contact will be created in JobNimbus instantly, helping you stay organized and saving you time on data entry. Boost efficiency and focus on what truly matters - growing your business.
Easily manage your new projects with this seamless automation between Roofr and JobNimbus. When a proposal gets signed in Roofr, a new contact will be created in JobNimbus instantly, helping you stay organized and saving you time on data entry. Boost efficiency and focus on what truly matters - growing your business.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- automatically do this!Create Contact
Creates a new contact with Display Name.
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- 14 day trial for premium features & apps
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
