Create new Thryv clients from ordered Roofr reports
Keep your client information updated effortlessly. When a new Roofr report is ordered, this workflow ensures that it instantly creates a new client in Thryv. This saves you valuable time from manually entering data, giving you more time to focus on your roofing business and customer service. Boost productivity and maintain accuracy in your client management tasks with this seamless integration.
Keep your client information updated effortlessly. When a new Roofr report is ordered, this workflow ensures that it instantly creates a new client in Thryv. This saves you valuable time from manually entering data, giving you more time to focus on your roofing business and customer service. Boost productivity and maintain accuracy in your client management tasks with this seamless integration.
- When this happens...Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
- 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