1.Proposal accepted trigger
Integrate DripJobs and proposal sources to pull job and customer fields when a proposal changes to accepted.
When proposals become accepted, dispatch can stall due to missing pricing and address fields that require manual entry. This automation calculates starting price, rounds billing, and creates HeyPros work ordersβso your team can dispatch faster.
Integrate DripJobs and proposal sources to pull job and customer fields when a proposal changes to accepted.
Integrate Formatter by Zapier and pricing calculators to multiply the job amount by your fee percentage to compute starting price.
Integrate Formatter by Zapier and billing rules tools to round the calculated number up by your configured billing increment.
Integrate HeyPros and scheduling tools to create a dispatch-ready work order with address details and starting price.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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