REsimpli 3.0 + Roofr
REsimpli 3.0 + Roofr
Create new leads in REsimpli 3.0 when Roofr reports are ordered
Streamline your property management process with this efficient workflow. When you order a Roofr report, this setup generates a new lead in REsimpli 3.0. This automation saves you time on data entry, allowing you to focus on nurturing leads and growing your real estate business. It ensures your information is consistently updated for seamless tracking and management.
- When this happens...Roofr Report OrderedTriggers when a Roofr report is ordered from a Job record.
- automatically do this!Create LeadCreates a new lead in CRM.
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More things you can do with Roofr and REsimpli 3.0
Discover other triggers and actions you can use with Roofr and REsimpli 3.0
- Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
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
- 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 - External job id
- External customer id
- Job name
- First_nameRequired
- Last_nameRequired
- Phone
- Email
- Job owner
- Job assignees
- AddressRequired
- CityRequired
- Province/StateRequired
- Zip/Postal CodeRequired
- CountryRequired
ActionWrite
