Microsoft Outlook + Roofr
Send email in Microsoft Outlook when new signed proposals arrive in Roofr
When a proposal gets the green light in Roofr, stay on top of your communication process with a seamless workflow. This automation notifies your Microsoft Outlook to promptly send an email, ensuring that both you and your clients are continuously aligned throughout the project's lifecycle. Streamline your work process, save valuable time, and keep up effective client communication.
When a proposal gets the green light in Roofr, stay on top of your communication process with a seamless workflow. This automation notifies your Microsoft Outlook to promptly send an email, ensuring that both you and your clients are continuously aligned throughout the project's lifecycle. Streamline your work process, save valuable time, and keep up effective client communication.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- automatically do this!Send Email
Send an email from your Outlook account.
- 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
