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Airtable + Roofr

Create Roofr jobs and customers from new Airtable records

Easily manage new projects and clients in your roofing business with this Airtable to Roofr automation. Once set up, whenever a new record is added to your Airtable, it will create a job and customer in Roofr. Simplify your project management process and save time by letting this workflow handle the tasks for you.

Easily manage new projects and clients in your roofing business with this Airtable to Roofr automation. Once set up, whenever a new record is added to your Airtable, it will create a job and customer in Roofr. Simplify your project management process and save time by letting this workflow handle the tasks for you.

  1. When this happens...
    AirtableAirtable
    New Record

    Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.

    TriggerScheduled
  2. automatically do this!
    RoofrRoofr
    Create Job and Customer

    Creates a job and customer on Roofr.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • BaseRequired

    • TableRequired

    • Limit to View

    • Include file contents?

    Trigger
    Scheduled
    Try It
    • BaseRequired

    • TableRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • Lookup FieldRequired

    • Secondary Lookup Field

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
airtable logo
airtable logo

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Learn moreHelp

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  • Databases

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roofr logo
roofr logo

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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