Send email in Microsoft Outlook when new signed proposals arrive in Roofr
When a proposal gets the green light in Roofr, stay on top of your communication process with a seamless workflow. This automation notifies your Microsoft Outlook to promptly send an email, ensuring that both you and your clients are continuously aligned throughout the project's lifecycle. Streamline your work process, save valuable time, and keep up effective client communication.
- When this happens...Proposal SignedTriggers when a proposal is signed by a client.
- automatically do this!Send EmailSend an email from your Outlook account.
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More things you can do with Roofr and Microsoft Outlook
Discover other triggers and actions you can use with Roofr and Microsoft Outlook
- 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





