Roofr + Thryv
Start new Thryv conversations when proposals are signed in Roofr
When a proposal gets signed in Roofr, start a new conversation instantly in Thryv. This workflow seamlessly connects Roofr and Thryv, eliminating the need to manually initiate communication. It improves efficiency and allows you to immediately follow up on successful proposals, facilitating quicker client interactions and streamlined project processing.
When a proposal gets signed in Roofr, start a new conversation instantly in Thryv. This workflow seamlessly connects Roofr and Thryv, eliminating the need to manually initiate communication. It improves efficiency and allows you to immediately follow up on successful proposals, facilitating quicker client interactions and streamlined project processing.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- automatically do this!Create Conversation
Creates a new conversation.
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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
