Roofr + SumoQuote
Create new Roofr jobs and customers from new SumoQuote projects
Improve your roofing business operations with this efficient workflow. Whenever a new project is created in SumoQuote, a corresponding job and customer profile is immediately set up in Roofr. This ensures all project details maintain consistency across these platforms, effectively reducing time-consuming administrative tasks. Streamline your project management today with this smart business solution.
Improve your roofing business operations with this efficient workflow. Whenever a new project is created in SumoQuote, a corresponding job and customer profile is immediately set up in Roofr. This ensures all project details maintain consistency across these platforms, effectively reducing time-consuming administrative tasks. Streamline your project management today with this smart business solution.
- When this happens...Project Created
Triggers when a new SumoQuote project is created.
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
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Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
Try ItEmail Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
Try ItReport Sent for Signatures
Triggers when a quote is sent for signatures. This trigger will be raised once per signature request sequence. A signature request sequence can include 1 - 4 signatories.
Try ItProject Updated
Triggers when a SumoQuote Project is updated.
Try It
Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
Try ItProject Created
Triggers when a new SumoQuote project is created.
Try ItReport Signed
Triggers when a Report is signed by all signatories.
Try ItCustomer First NameRequired
Customer Last Name
Email
Phone
Address Line 1Required
City
State
Zip Code
Project Id
Salesperson Email
Date Created
CompanyCam Project Id