Roofr + Wave
Roofr + Wave
Create Wave invoices for newly signed Roofr proposals
Effortlessly manage your invoicing process with this Roofr to Wave automation. Whenever a proposal is signed in Roofr, an invoice will be instantly created in Wave, streamlining your workflow and ensuring timely billing. Say goodbye to manual data entry and focus on what matters most - growing your business.
- When this happens...Proposal SignedTriggers when a proposal is signed by a client.
- automatically do this!Create InvoiceCreates a new invoice.
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More things you can do with Roofr and Wave
Discover other triggers and actions you can use with Roofr and Wave
- 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
