monday.com + Roofr
Update items in monday.com when new proposals are signed in Roofr
Streamline your project management process with this efficient workflow. When a proposal gets signed in the Roofr app, it immediately updates an item in your monday.com platform. Keep your team informed and your projects up-to-date without needing to manually update your project management tool. Simplify your processes, focus on closing sales, and let this workflow take care of the rest.
Streamline your project management process with this efficient workflow. When a proposal gets signed in the Roofr app, it immediately updates an item in your monday.com platform. Keep your team informed and your projects up-to-date without needing to manually update your project management tool. Simplify your processes, focus on closing sales, and let this workflow take care of the rest.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- automatically do this!Update Item
Change multiple column values of an item
- 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
