Roofr + SMS by Zapier
Send sms for new signed proposals in Roofr with SMS by Zapier
Keep the momentum going once a proposal is signed in the Roofr app by instantly letting the other party know via text. This workflow sends a prompt SMS message in response to a signed proposal in Roofr using SMS by Zapier. It ensures seamless interaction, keeping both sides informed and engaged, while celebrating each successful deal without delay.
Keep the momentum going once a proposal is signed in the Roofr app by instantly letting the other party know via text. This workflow sends a prompt SMS message in response to a signed proposal in Roofr using SMS by Zapier. It ensures seamless interaction, keeping both sides informed and engaged, while celebrating each successful deal without delay.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- automatically do this!Send SMS
Send an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.
- Free forever for core features
- 14 day trial for premium features & apps
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