ProLine + Roofr
Create or update ProLine projects when new Roofr leads are created
Keep your roofing projects up-to-date with this workflow. When a new lead is added in Roofr, it will promptly create or update a project in your ProLine software. This simplifies your lead management process and ensures every potential job is swiftly addressed, allowing you to build efficiency into your roofing business operations.
Keep your roofing projects up-to-date with this workflow. When a new lead is added in Roofr, it will promptly create or update a project in your ProLine software. This simplifies your lead management process and ensures every potential job is swiftly addressed, allowing you to build efficiency into your roofing business operations.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create or Update Project
Creates or updates a project.
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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