RealWork + Roofr
Create or update RealWork jobsites when new Roofr proposals are signed
Automate your construction management process with this helpful workflow. When a proposal is signed in Roofr, it instantly creates or updates a JobSite in RealWork. This smooth integration helps to expedite project initiation, ensuring seamless transition from proposal acceptance to job site creation. No more time wasted juggling between applications, let this workflow streamline your construction project management.
Automate your construction management process with this helpful workflow. When a proposal is signed in Roofr, it instantly creates or updates a JobSite in RealWork. This smooth integration helps to expedite project initiation, ensuring seamless transition from proposal acceptance to job site creation. No more time wasted juggling between applications, let this workflow streamline your construction project management.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- automatically do this!Create or Update JobSite
Creates or Updates a JobSite
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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