Roofr + SMS by Zapier
Send sms via SMS by Zapier when new proposals are viewed in Roofr
Stay on top of your proposals with this convenient workflow. When a proposal is viewed in Roofr, this automation will immediately send an SMS message through SMS by Zapier. It's an excellent way to maintain swift communication and enhance your customer engagement process in a timely manner. Speedier responses can often lead to better business outcomes.
Stay on top of your proposals with this convenient workflow. When a proposal is viewed in Roofr, this automation will immediately send an SMS message through SMS by Zapier. It's an excellent way to maintain swift communication and enhance your customer engagement process in a timely manner. Speedier responses can often lead to better business outcomes.
- When this happens...Proposal Viewed
Triggers when a proposal is viewed by a client.
- automatically do this!Send SMS
Send an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.
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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