Roofr + Twenty
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.
- When this happens...Proposal SentTriggers when a proposal is sent to a client.
- automatically do this!Create, Update or Delete RecordCreate, Update or Delete a Record in Twenty.
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More things you can do with Roofr and Twenty
Discover other triggers and actions you can use with Roofr and Twenty
- 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
