Roofr + Zoho Books
Create Zoho Books sales invoices from new Roofr leads
When a new lead is generated in Roofr, effortlessly streamline your invoicing process with this handy automation. As soon as a Roofr lead is created, it immediately results in the creation of a sales invoice in Zoho Books. This workflow not only simplifies the invoicing process but also saves valuable time and reduces the likelihood of errors. Enjoy seamless and efficient invoicing, without any manual effort.
When a new lead is generated in Roofr, effortlessly streamline your invoicing process with this handy automation. As soon as a Roofr lead is created, it immediately results in the creation of a sales invoice in Zoho Books. This workflow not only simplifies the invoicing process but also saves valuable time and reduces the likelihood of errors. Enjoy seamless and efficient invoicing, without any manual effort.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create Sales Invoice
Creates a new sales invoice.
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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