Airtable + Roofr
Create or update Airtable records when new Roofr proposals get signed
Expedite your workflow with this automation. When a proposal is signed in Roofr, it prompts the creation or updating of a record in Airtable. This smooth process ensures your records are always up to date without the need for manual input, making your project management more efficient and accurate.
Expedite your workflow with this automation. When a proposal is signed in Roofr, it prompts the creation or updating of a record in Airtable. This smooth process ensures your records are always up to date without the need for manual input, making your project management more efficient and accurate.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- automatically do this!Create or Update Record
Find and update an existing record, or create a new one.
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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
