Create new monday.com items when proposals are signed in Roofr
When a proposal is signed in Roofr, this workflow springs into action to create a new item in monday.com. This seamless process aids in efficient project management, ensuring no vital note or task slips through the cracks after sealing a deal. It's a hands-off way to keep your operations smooth and your tasks organized.
- When this happens...Proposal SignedTriggers when a proposal is signed by a client.
- automatically do this!Create ItemCreate a new Item in a board
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More things you can do with Roofr and monday.com
Discover other triggers and actions you can use with Roofr and monday.com
- Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
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
- Job Workflow Stage Changed
Triggers when a job moves to a different workflow stage.
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






