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Google Sheets
Google, Spreadsheets
AccuLynx
CRM (Customer Relationship Management)
monday.com
Project Management
Google Calendar
Calendar, Google
Pipedrive
CRM (Customer Relationship Management)
CompanyCam
Images & Design
Google Sheets
Google, Spreadsheets
AccuLynx
CRM (Customer Relationship Management)
monday.com
Project Management
Google Calendar
Calendar, Google
Pipedrive
CRM (Customer Relationship Management)
CompanyCam
Images & Design
Join millions worldwide who automate their work using Zapier
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try ItTriggerInstant - Proposal Lost
Triggers when a proposal is moved to lost by a user.
Try ItTriggerInstant - Proposal Signed
Triggers when a proposal is signed by a client.
Try ItTriggerInstant - Proposal Viewed
Triggers when a proposal is viewed by a client.
Try ItTriggerInstant
- Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try ItTriggerInstant - Proposal Sent
Triggers when a proposal is sent to a client.
Try ItTriggerInstant - Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Try ItTriggerInstant - External job id
- External customer id
- First_nameRequired
- Last_nameRequired
- Phone
- Email
- Assignee
- AddressRequired
- CityRequired
- Province/StateRequired
- Zip/Postal CodeRequired
- CountryRequired
ActionWrite
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