17hats + Roofr
17hats + Roofr
17hats + Roofr integrations
Create Roofr jobs and customers from new 17hats contacts
Effortlessly manage your roofing business by connecting 17hats to Roofr. With this workflow, whenever a new contact is added in 17hats, it will instantly create a job and customer in Roofr, ensuring seamless organization and progress tracking for your projects. Stay on top of your client relationships and boost your productivity with this useful automation.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!Create Job and CustomerCreates a job and customer on Roofr.
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More things you can do with 17hats and Roofr
Discover other triggers and actions you can use with 17hats and Roofr
- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - Is Company?Required
- First_nameRequired
- TypeRequired
- Last_name
- Title
- Company_name
- Primary E-mail Address
- Other E-mail Addresses
- Primary Phone Number
- Other Phone Numbers
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
- Country
- Birthday
- Facebook_id
- Instagram_id
- Linkedin_id
- Referred_by
- Twitter_id
- Pinterest_id
- Website
- Tags
- Notes
ActionWrite- NameRequired
- Company_name
- Email
- Phone_number
ActionSearch- Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try ItTriggerInstant
- Updated Contact
Triggers when an already existing contact is updated.
Try ItTriggerInstant - ContactRequired
- Is Company?Required
- First_nameRequired
- TypeRequired
- Last_name
- Title
- Company_name
- Primary E-mail Address
- Other E-mail Addresses
- Primary Phone Number
- Other Phone Numbers
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
- Country
- Birthday
- Facebook_id
- Instagram_id
- Linkedin_id
- Referred_by
- Twitter_id
- Pinterest_id
- Website
- Tags
- Notes
ActionWrite- NameRequired
- Company_name
- Email
- Phone_number
- Is Company?Required
- First_nameRequired
- TypeRequired
- Last_name
- Title
- Primary E-mail Address
- Other E-mail Addresses
- Primary Phone Number
- Other Phone Numbers
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
- Country
- Birthday
- Facebook_id
- Instagram_id
- Linkedin_id
- Referred_by
- Twitter_id
- Pinterest_id
- Website
- Tags
- Notes
ActionSearch or write- Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try ItTriggerInstant
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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.
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