Roofr + Twenty
Manage newly sent Roofr proposals by creating, updating, or deleting records in Twenty
Streamline your record management process with this workflow. When you send a proposal through Roofr, it triggers an event in Twenty, creating, updating, or deleting a record accordingly. This efficient automation offers a simplified method for handling your business proposals, ensuring your records stay up-to-date in Twenty.
Streamline your record management process with this workflow. When you send a proposal through Roofr, it triggers an event in Twenty, creating, updating, or deleting a record accordingly. This efficient automation offers a simplified method for handling your business proposals, ensuring your records stay up-to-date in Twenty.
- When this happens...Proposal Sent
Triggers when a proposal is sent to a client.
- automatically do this!Create, Update or Delete Record
Create, Update or Delete a Record in Twenty.
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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
Job owner
Job assignees
AddressRequired
CityRequired
Province/StateRequired
Zip/Postal CodeRequired
CountryRequired