Send Roofr proposals and update subscribers in MailerLite
Stay on top of your subscriber list by harnessing this easy automation workflow. When a proposal is sent in the Roofr app, this workflow creates or updates a subscriber in the MailerLite app. This seamless process enables you to maintain an organized email list while focusing on running your business. It brings value by saving time and ensuring that every proposal sent out is captured in your MailerLite subscriber's list.
- When this happens...Proposal SentTriggers when a proposal is sent to a client.
- automatically do this!Create or Update SubscriberCreate a new subscriber or Update an existing subscriber based on their email.
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More things you can do with Roofr and MailerLite
Discover other triggers and actions you can use with Roofr and MailerLite
- 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




