Email by Zapier + Roofr
Send outbound emails in Email by Zapier when new proposals are sent in Roofr
Streamline your business process with this Roofr and Email by Zapier workflow. Once a proposal is sent in Roofr, an email is instantly dispatched via Email by Zapier. This not only increases your efficiency but also ensures timely communication, helping you stay on top of your proposals and enhancing customer engagement.
Streamline your business process with this Roofr and Email by Zapier workflow. Once a proposal is sent in Roofr, an email is instantly dispatched via Email by Zapier. This not only increases your efficiency but also ensures timely communication, helping you stay on top of your proposals and enhancing customer engagement.
- When this happens...Proposal Sent
Triggers when a proposal is sent to 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