Roofr + SMS by Zapier
Roofr + SMS by Zapier
Send sms via SMS by Zapier when new proposals are viewed in Roofr
Stay on top of your proposals with this convenient workflow. When a proposal is viewed in Roofr, this automation will immediately send an SMS message through SMS by Zapier. It's an excellent way to maintain swift communication and enhance your customer engagement process in a timely manner. Speedier responses can often lead to better business outcomes.
- When this happens...Proposal ViewedTriggers when a proposal is viewed by a client.
- automatically do this!Send SMSSend an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.
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More things you can do with Roofr and SMS by Zapier
Discover other triggers and actions you can use with Roofr and SMS by Zapier
- 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
