Email by Zapier + Roofr
Send outbound emails in Email by Zapier when new proposals are signed in Roofr
This workflow activates when you've sealed a deal with a client in Roofr, sending a professional email to the necessary parties using Email by Zapier. It's a time-saver solution, allowing you to provide immediate follow-up from completed proposals within Roofr, resulting in a smoother and more efficient communication workflow.
This workflow activates when you've sealed a deal with a client in Roofr, sending a professional email to the necessary parties using Email by Zapier. It's a time-saver solution, allowing you to provide immediate follow-up from completed proposals within Roofr, resulting in a smoother and more efficient communication workflow.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- automatically do this!Send Outbound Email
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.
- 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