Roofr + Thryv
Create new Thryv clients when proposals are signed in Roofr
Boost your client management process by connecting Roofr and Thryv in a helpful workflow. Once a proposal is signed in Roofr, a new client will instantly be created in Thryv. This is a simple and efficient solution that saves you valuable time, allowing you to focus on important tasks and increasing your productivity.
Boost your client management process by connecting Roofr and Thryv in a helpful workflow. Once a proposal is signed in Roofr, a new client will instantly be created in Thryv. This is a simple and efficient solution that saves you valuable time, allowing you to focus on important tasks and increasing your productivity.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- automatically do this!Create Client
Creates a new client.
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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
