Airtable + Roofr
Create or update Airtable records when new proposal totals are adjusted in Roofr
Keep your business operations streamlined and efficient with this workflow. When a proposal total is adjusted in the Roofr app, this automation swiftly carries out a create or update record action in Airtable. It's an excellent solution to ensure your data is always up-to-date, providing you with real-time insights for business decision-making. Simplify your work process and maintain accuracy in your records with this seamless integration.
Keep your business operations streamlined and efficient with this workflow. When a proposal total is adjusted in the Roofr app, this automation swiftly carries out a create or update record action in Airtable. It's an excellent solution to ensure your data is always up-to-date, providing you with real-time insights for business decision-making. Simplify your work process and maintain accuracy in your records with this seamless integration.
- When this happens...Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
- automatically do this!Create or Update Record
Find and update an existing record, or create a new one.
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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
