Roofr + Thryv
Create new Thryv clients from sent Roofr proposals
Streamline your client management process with this handy workflow. Whenever a proposal is sent via Roofr, a new client record is instantly created in Thryv, saving you from manual data input. This helps speed up your sales process and ensures all client information is seamlessly transferred and organized. Leverage this automation to focus on more pivotal tasks without compromising thorough client management.
Streamline your client management process with this handy workflow. Whenever a proposal is sent via Roofr, a new client record is instantly created in Thryv, saving you from manual data input. This helps speed up your sales process and ensures all client information is seamlessly transferred and organized. Leverage this automation to focus on more pivotal tasks without compromising thorough client management.
- When this happens...Proposal Sent
Triggers when a proposal is sent to 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
