Create new Trello cards every time new leads are created in Roofr
When a new lead is generated in Roofr, streamline your workflow by creating a corresponding card in Trello. This hands-off approach ensures every new prospect from Roofr is effortlessly tracked in your Trello board, keeping your sales activities organized and timely; no manual data entry required. Optimize your roofing business' lead management process with this efficient productivity automation.
When a new lead is generated in Roofr, streamline your workflow by creating a corresponding card in Trello. This hands-off approach ensures every new prospect from Roofr is effortlessly tracked in your Trello board, keeping your sales activities organized and timely; no manual data entry required. Optimize your roofing business' lead management process with this efficient productivity automation.
- When this happens...Roofr Lead CreatedTriggers when a new lead is submitted via a Roofr Instant Estimator. 
- automatically do this!Create CardAdds a new card on a specific board and list. 
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- Roofr Lead Created- Triggers when a new lead is submitted via a Roofr Instant Estimator. Try It
- Proposal Lost- Triggers when a proposal is moved to lost by a user. Try It
- Proposal Signed- Triggers when a proposal is signed by a client. Try It
- Proposal 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 It
- Proposal Sent- Triggers when a proposal is sent to a client. Try It
- Proposal Total Adjusted- Triggers when a marked as won proposal has its total adjusted. Try It
- External job id 
- External customer id 
- First NameRequired 
- Last NameRequired 
- Phone 
- Email 
- Job owner 
- Job assignees 
- AddressRequired 
- CityRequired 
- Province/StateRequired 
- Zip/Postal CodeRequired 
- CountryRequired 
 











