Quickbase + Roofr
Create new records in Quickbase whenever new reports are ordered in Roofr
Keep your project management process smooth post-ordering Roofr reports. With this workflow, each time a Roofr report is ordered, a corresponding record will be promptly created in the Quickbase app. This efficient process saves time, reduces the risk of manual entry errors and enhances communication between your systems, making it easier to track orders and manage tasks.
Keep your project management process smooth post-ordering Roofr reports. With this workflow, each time a Roofr report is ordered, a corresponding record will be promptly created in the Quickbase app. This efficient process saves time, reduces the risk of manual entry errors and enhances communication between your systems, making it easier to track orders and manage tasks.
- When this happens...Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
- automatically do this!Create Record
Creates a new record in a Quick Base table.
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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
