Microsoft Teams + Roofr
Send new Roofr leads as channel messages in Microsoft Teams
Streamline your workflow by connecting Roofr and Microsoft Teams. When a new lead is created in Roofr, this automation instantly posts a message on your chosen Microsoft Teams channel. This efficient process helps keep your team informed real-time about new prospects, enhancing communication and fostering prompt action.
Streamline your workflow by connecting Roofr and Microsoft Teams. When a new lead is created in Roofr, this automation instantly posts a message on your chosen Microsoft Teams channel. This efficient process helps keep your team informed real-time about new prospects, enhancing communication and fostering prompt action.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Send Bot Message
Sends a message to a public channel from the Zapier bot. Requires installation of the Zapier app from the Teams Store.
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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
Job owner
Job assignees
AddressRequired
CityRequired
Province/StateRequired
Zip/Postal CodeRequired
CountryRequired
