Send sms for new signed proposals in Roofr with SMS by Zapier
Keep the momentum going once a proposal is signed in the Roofr app by instantly letting the other party know via text. This workflow sends a prompt SMS message in response to a signed proposal in Roofr using SMS by Zapier. It ensures seamless interaction, keeping both sides informed and engaged, while celebrating each successful deal without delay.
- When this happens...Proposal SignedTriggers when a proposal is signed 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



