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.
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 Contact
Triggers when a new contact is created.
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
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New Contact
Triggers when a new contact is created.
Try ItIs 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
NameRequired
Company Name
Email
Phone Number
Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
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Updated Contact
Triggers when an already existing contact is updated.
Try ItContactRequired
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
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
Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
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