NiceJob + Roofr
Create or update persons in NiceJob when new proposals are sent in Roofr
Easily manage client information with this streamlined workflow. When a proposal is sent through Roofr, this setup will then create or update a person's profile in NiceJob. It saves time on data entry, and ensures your customer profiles are always up-to-date. Ideal for businesses looking to boost efficiency and improve customer management.
Easily manage client information with this streamlined workflow. When a proposal is sent through Roofr, this setup will then create or update a person's profile in NiceJob. It saves time on data entry, and ensures your customer profiles are always up-to-date. Ideal for businesses looking to boost efficiency and improve customer management.
- When this happens...Proposal Sent
Triggers when a proposal is sent to a client.
- automatically do this!Create or Update Person
Creates a new Person or updates an exisitng person with the given email.
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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
Assignee
AddressRequired
CityRequired
Province/StateRequired
Zip/Postal CodeRequired
CountryRequired
