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 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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More things you can do with Roofr and Trello
Discover other triggers and actions you can use with Roofr and Trello
- Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try ItTriggerInstant - Proposal Lost
Triggers when a proposal is moved to lost by a user.
Try ItTriggerInstant - Proposal Signed
Triggers when a proposal is signed by a client.
Try ItTriggerInstant - Proposal Viewed
Triggers when a proposal is viewed by a client.
Try ItTriggerInstant
- Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try ItTriggerInstant - Proposal Sent
Triggers when a proposal is sent to a client.
Try ItTriggerInstant - Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Try ItTriggerInstant - External job id
- External customer id
- Job name
- First_nameRequired
- Last_nameRequired
- Phone
- Email
- Job owner
- Job assignees
- AddressRequired
- CityRequired
- Province/StateRequired
- Zip/Postal CodeRequired
- CountryRequired
ActionWrite






