Paycove + Roofr
Create Paycove invoices for newly signed Roofr proposals
This Zap automates the financial process for roofing professionals by automatically generating Paycove invoices for new proposals signed via Roofr. It streamlines the billing workflow, enabling businesses to focus more on service delivery and less on administrative tasks. It acts as a bridge between your proposal software and invoicing software, ensuring seamless integration and timely billing.
This Zap automates the financial process for roofing professionals by automatically generating Paycove invoices for new proposals signed via Roofr. It streamlines the billing workflow, enabling businesses to focus more on service delivery and less on administrative tasks. It acts as a bridge between your proposal software and invoicing software, ensuring seamless integration and timely billing.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- automatically do this!Create Invoice / Quote
Creates an invoice or quote and contact (and optional organization).
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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
Assignee
AddressRequired
CityRequired
Province/StateRequired
Zip/Postal CodeRequired
CountryRequired