monday.com + Roofr
Create new monday.com items when proposals are signed in Roofr
When a proposal is signed in Roofr, this workflow springs into action to create a new item in monday.com. This seamless process aids in efficient project management, ensuring no vital note or task slips through the cracks after sealing a deal. It's a hands-off way to keep your operations smooth and your tasks organized.
When a proposal is signed in Roofr, this workflow springs into action to create a new item in monday.com. This seamless process aids in efficient project management, ensuring no vital note or task slips through the cracks after sealing a deal. It's a hands-off way to keep your operations smooth and your tasks organized.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- automatically do this!Create Item
Create a new Item in a board
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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
