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JobNimbus + Roofr

JobNimbus + Roofr

JobNimbus + Roofr integrations

Update contacts in Job Nimbus when new proposals are sent in Roofr

This Zap will find a contact in JobNimbus by email and update the contact to a new status when a proposal has been sent in Roofr. Eliminate duplicate entry and keep both systems synchronized and up to date.

  1. When this happens...
    Proposal Sent
    Proposal Sent
    Proposal SentTriggers when a proposal is sent to a client.
    TriggerInstant
  2. automatically do this...
    Find Contact by Email
    Find Contact by Email
    Find Contact by EmailSearch for a JobNimbus contact by Email.
    ActionSearch
  3. then do this!
    logo
    logo
    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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roofr logo
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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

Related Zap Templates

Related Zap Templates

 

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