Active Knocker + Roofr

Active Knocker + Roofr integrations

Create new Roofr jobs and customers from new Active Knocker pins

"Easily manage your field sales and roofing jobs in one workflow. Upon adding a new pin in Active Knocker, this setup will streamline the process of job and customer creation in Roofr. Enjoy a seamless transition between your sales tracking and job management, saving precious time and enhancing productivity."

When this happens...
New PinTriggers when a new pin is created.
TriggerPolling
automatically do this!
Create Job and CustomerCreates a job and customer on Roofr.
ActionWrite

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More things you can do with Active Knocker and Roofr

Discover other triggers and actions you can use with Active Knocker and Roofr

New Pin
Triggers when a new pin is created.
Trigger
Polling
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- Search (Optional)
Action
Search
Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent to a client.
Trigger
Instant
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Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Trigger
Instant
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- External job id
- External customer id
- Job name
- First_name
  Required
- Last_name
  Required
- Phone
- Email
- Job owner
- Job assignees
- Address
  Required
- City
  Required
- Province/State
  Required
- Zip/Postal Code
  Required
- Country
  Required
Action
Write

- First Name
  Required
- Last Name
  Required
- Email
  Required
Action
Write
Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Trigger
Instant
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Proposal Lost
Triggers when a proposal is moved to lost by a user.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
Try It

About Active Knocker

Boost sales efficiency with Active Knocker, a platform offering field sales tracking, task management, lead routing and property tagging.

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Related categories

Sales & CRM

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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Related categories

Sales & CRM