CompanyCam + Roofr
Create new CompanyCam projects when Roofr proposals get signed
Streamline your project management by linking Roofr and CompanyCam. With this workflow, whenever a proposal is signed in Roofr, a new project is instantly created in CompanyCam. This efficient process saves you manual data entry, ensuring all your projects are up-to-date and correctly aligned across platforms. Make project setup a breeze with this intuitive automation.
Streamline your project management by linking Roofr and CompanyCam. With this workflow, whenever a proposal is signed in Roofr, a new project is instantly created in CompanyCam. This efficient process saves you manual data entry, ensuring all your projects are up-to-date and correctly aligned across platforms. Make project setup a breeze with this intuitive automation.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- 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