Postal Agent + Roofr

Send postcards with Postal Agent when new proposals are lost in Roofr

Stay top of mind even when you don't win the job. When a new proposal is marked lost in Roofr, this integration triggers Postal Agent to send a postcard—ideal for leaving a positive impression, requesting feedback, or keeping the door open for future projects.

When this happens...
Proposal Lost
Triggers when a proposal is moved to lost by a user.
TriggerInstant
automatically do this!
Send a Postcard
Sends a postcard to the specified address
ActionWrite

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Supported triggers and actions

Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Trigger
Instant
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Proposal Lost
Triggers when a proposal is moved to lost by a user.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
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- First Name
- Last Name
- Business Name
- Email Address
- Phone
- URL
- Address
- Address 2
- City
- State
- Zip Code
Action
Write

- Campaign IDRequired
- Contact FidRequired
Action
Write
- Search TermRequired
Action
Search

Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent to a client.
Trigger
Instant
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Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Trigger
Instant
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- External job id
- External customer id
- First NameRequired
- Last NameRequired
- Phone
- Email
- Job owner
- Job assignees
- AddressRequired
- CityRequired
- Province/StateRequired
- Zip/Postal CodeRequired
- CountryRequired
Action
Write
- Campaign IDRequired
- First Name
- Last Name
- Business Name
- AddressRequired
- Address 2
- CityRequired
- StateRequired
- Zip CodeRequired
Action
Write
- Campaign NameRequired
Action
Search

About Postal Agent

Postal Agent is a service that prints and mails postcards for you. Automate direct mail campaigns by connecting your CRM, forms, or any app.

Related categories

Marketing Automation

About Roofr

Roofr: spend less time on admin and more time growing your roofing business. Manage reports, proposals, invoicing, payments, and more, on our easy-to-use platform.

Learn more