Send Roofr proposals and update subscribers in MailerLite
Stay on top of your subscriber list by harnessing this easy automation workflow. When a proposal is sent in the Roofr app, this workflow creates or updates a subscriber in the MailerLite app. This seamless process enables you to maintain an organized email list while focusing on running your business. It brings value by saving time and ensuring that every proposal sent out is captured in your MailerLite subscriber's list.
Stay on top of your subscriber list by harnessing this easy automation workflow. When a proposal is sent in the Roofr app, this workflow creates or updates a subscriber in the MailerLite app. This seamless process enables you to maintain an organized email list while focusing on running your business. It brings value by saving time and ensuring that every proposal sent out is captured in your MailerLite subscriber's list.
- When this happens...Proposal Sent
Triggers when a proposal is sent to a client.
- automatically do this!Create or Update Subscriber
Create a new subscriber or Update an existing subscriber based on their email.
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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