monday.com + Roofr
Update items in monday.com when proposals are lost in Roofr
Track your lost proposals efficiently with this workflow. When a proposal is marked as lost in Roofr, it instantly updates the corresponding item in monday.com. By streamlining this process, you can maintain an accurate record of unsuccessful proposals and focus on identifying areas for improvement. This workflow helps your team stay up-to-date and enhances collaborative analysis for better outcomes in the future.
Track your lost proposals efficiently with this workflow. When a proposal is marked as lost in Roofr, it instantly updates the corresponding item in monday.com. By streamlining this process, you can maintain an accurate record of unsuccessful proposals and focus on identifying areas for improvement. This workflow helps your team stay up-to-date and enhances collaborative analysis for better outcomes in the future.
- When this happens...Proposal Lost
Triggers when a proposal is moved to lost by a user.
- automatically do this!Update Item
Change multiple column values of an item
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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
