JobNimbus + Roofr

Update contacts in Job Nimbus when new proposals are sent in Roofr

This Zap will find a contact in JobNimbus by email and update the contact to a new status when a proposal has been sent in Roofr. Eliminate duplicate entry and keep both systems synchronized and up to date.

This Zap will find a contact in JobNimbus by email and update the contact to a new status when a proposal has been sent in Roofr. Eliminate duplicate entry and keep both systems synchronized and up to date.

  1. When this happens...
    RoofrRoofr
    Proposal Sent

    Triggers when a proposal is sent to a client.

    TriggerInstant
  2. automatically do this...
    JobNimbusJobNimbus
    Find Contact by Email

    Search for a JobNimbus contact by Email.

    ActionSearch
  3. then do this!
    JobNimbusJobNimbus
    Update Contact

    Update an existing contact with Display Name.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Roofr triggers, actions, and search

    Roofr Report Ordered

    Triggers when a Roofr report is ordered from a Job record.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search

    Proposal Sent

    Triggers when a proposal is sent to a client.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search

    Proposal Total Adjusted

    Triggers when a marked as won proposal has its total adjusted.

    Trigger
    Instant
    Try It
    • External job id

    • External customer id

    • First NameRequired

    • Last NameRequired

    • Phone

    • Email

    • Assignee

    • AddressRequired

    • CityRequired

    • Province/StateRequired

    • Zip/Postal CodeRequired

    • CountryRequired

    Action
    Write
jobnimbus logo
jobnimbus logo

About JobNimbus

JobNimbus CRM + Project Management for the service industry.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
roofr logo
roofr logo

About Roofr

Roofr: spend less time on admin and more time growing your roofing business. Manage reports, proposals, invoicing, payments, and more, on our easy-to-use platform.
Learn more

Related categories

  • Sales & CRM