Cal.com + Roofr

Cal.com + Roofr integrations

Create Roofr jobs and customers from new Cal.com bookings

This workflow starts when a new booking is made on Cal.com and then goes on to create a job and customer profile on Roofr. It's an excellent tool for roofing professionals who want to streamline the process of client onboarding and job creation. Get started with this automation and effortlessly manage bookings and jobs for your roofing business.

When this happens...
Booking CreatedTriggers when a new booking is created.
TriggerInstant
automatically do this!
Create Job and CustomerCreates a job and customer on Roofr.
ActionWrite

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More things you can do with Cal.com and Roofr

Discover other triggers and actions you can use with Cal.com and Roofr

Booking Cancelled
Triggers when a booking is cancelled.
Trigger
Instant
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Booking Rescheduled
Triggers when a booking is rescheduled.
Trigger
Instant
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Out of Office Created
Triggers when a new Out Of Office entry is created.
Trigger
Instant
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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

Booking Created
Triggers when a new booking is created.
Trigger
Instant
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Meeting Ended
Triggers after meeting ends.
Trigger
Instant
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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
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About Cal.com

Cal.com simplifies scheduling for individuals, teams, and developers with powerful features and integrations that make booking effortless.

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Related categories

Scheduling & Booking

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