CompanyCam + Roofr
Create new CompanyCam projects from new Roofr leads
Improve your project management efficiency with this integrated workflow between Roofr and CompanyCam. When a new lead is established in Roofr, this automation seamlessly creates a corresponding project in CompanyCam. This not only saves time but also ensures you maintain smooth communication between both platforms, providing a streamlined process for better business productivity.
Improve your project management efficiency with this integrated workflow between Roofr and CompanyCam. When a new lead is established in Roofr, this automation seamlessly creates a corresponding project in CompanyCam. This not only saves time but also ensures you maintain smooth communication between both platforms, providing a streamlined process for better business productivity.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Add Project
Creates a new project in your account.
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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