DOPE360 + Roofr
Order new Roofr reports and automate neighborhoods in DOPE360
When a report is ordered in the Roofr app, this workflow enables a Neighborhood Automation sequence within DOPE360. This efficient process ensures heightened effectiveness in managing your data, offering seamless transition between two applications. It's an ideal solution for those seeking to bolster productivity and streamline operations.
When a report is ordered in the Roofr app, this workflow enables a Neighborhood Automation sequence within DOPE360. This efficient process ensures heightened effectiveness in managing your data, offering seamless transition between two applications. It's an ideal solution for those seeking to bolster productivity and streamline operations.
- When this happens...Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
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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
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Last NameRequired
Phone
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Assignee
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CityRequired
Province/StateRequired
Zip/Postal CodeRequired
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