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How Zapier works
Zapier makes it easy to integrate Active Knocker with Roofr - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Pin" from Active Knocker.
Add your action
An action happens after the trigger—such as "Create Job and Customer" in Roofr.
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Zapier seamlessly connects Active Knocker and Roofr, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Pin
Triggers when a new pin is created.
Try ItTriggerPolling - Search (Optional)
ActionSearch- Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try ItTriggerInstant - Proposal Sent
Triggers when a proposal is sent to a client.
Try ItTriggerInstant
- First NameRequired
- Last NameRequired
- EmailRequired
ActionWrite- Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try ItTriggerInstant - Proposal Lost
Triggers when a proposal is moved to lost by a user.
Try ItTriggerInstant - Proposal Signed
Triggers when a proposal is signed by a client.
Try ItTriggerInstant
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