JobProgress + Roofr
Update leads in JobProgress when new Roofr reports are ordered
When a new report is ordered in Roofr, ensure your leads in JobProgress stay up-to-date with this streamlined workflow. It quickly updates lead information in JobProgress whenever a Roofr report order comes in. This efficient process eliminates the need for manual data transfer between the two systems, allowing you to focus on more vital business tasks. Overall, it keeps your leads fresh and your business operations running smoothly.
When a new report is ordered in Roofr, ensure your leads in JobProgress stay up-to-date with this streamlined workflow. It quickly updates lead information in JobProgress whenever a Roofr report order comes in. This efficient process eliminates the need for manual data transfer between the two systems, allowing you to focus on more vital business tasks. Overall, it keeps your leads fresh and your business operations running smoothly.
- When this happens...Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
- automatically do this!Update Lead
Update a Lead which is already created
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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
