JobProgress + Roofr
Create JobProgress customers from newly sent proposals in Roofr
This template will automatically create a customer in JobProgress when you send a new proposal in Roofr, so you can save your time and energy for more critical work.
This template will automatically create a customer in JobProgress when you send a new proposal in Roofr, so you can save your time and energy for more critical work.
- When this happens...Proposal Sent
Triggers when a proposal is sent to a client.
- automatically do this!Create Customer
Create a Customer in jobprogress
- Free forever for core features
- 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
