Roofr + Zapier Tables
Create new records in Zapier Tables when proposals are signed in Roofr
Stay organized and streamline your workflow with this integration. When a proposal gets signed in Roofr, a new record will be instantly created in Zapier Tables. This not only saves precious time but also enhances efficiency and productivity. Enjoy the convenience of having all valuable data under one roof without the need to juggle between multiple applications.
Stay organized and streamline your workflow with this integration. When a proposal gets signed in Roofr, a new record will be instantly created in Zapier Tables. This not only saves precious time but also enhances efficiency and productivity. Enjoy the convenience of having all valuable data under one roof without the need to juggle between multiple applications.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- automatically do this!Create Record
Creates a new record on a table.
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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