JobNimbus + Roofr
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.
- When this happens...Proposal SignedTriggers when a proposal is signed by a client.
- automatically do this!Create ContactCreates a new contact with Display Name.
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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 Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try ItTriggerInstant - Proposal Lost
Triggers when a proposal is moved to lost by a user.
Try ItTriggerInstant - Proposal Signed
Triggers when a proposal is signed by a client.
Try ItTriggerInstant - Proposal Viewed
Triggers when a proposal is viewed by a client.
Try ItTriggerInstant
- Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try ItTriggerInstant - Proposal Sent
Triggers when a proposal is sent to a client.
Try ItTriggerInstant - Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Try ItTriggerInstant - External job id
- External customer id
- Job name
- First_nameRequired
- Last_nameRequired
- Phone
- Email
- Job owner
- Job assignees
- AddressRequired
- CityRequired
- Province/StateRequired
- Zip/Postal CodeRequired
- CountryRequired
ActionWrite
Related Zap Templates
- Manage new and updated JobNimbus jobs by creating jobs and customers in Roofr
- Create contacts in JobNimbus from new proposals in Roofr
- Update contacts in Job Nimbus when new proposals are sent in Roofr
- Create new JobNimbus jobs from sent Roofr proposals
- Create new JobNimbus contacts from new Roofr leads