Calendly + Roofr

Calendly + Roofr integrations

Create new Roofr jobs and customers from new Calendly invitees

As soon as a new invitee is created in Calendly, this workflow quickly transfers that data to Roofr, instantly creating a customer profile and setting up a job. This efficient automation saves you time and streamlines your project management, keeping your roofing business running smoothly and ensuring consistent customer management. Boost your productivity and stay organized with this Calendly to Roofr connection.

When this happens...
Invitee CreatedTriggers when an invitee schedules an event.
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 Calendly and Roofr

Discover other triggers and actions you can use with Calendly and Roofr

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
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- Free Plan Copy
- Webhook subscription scope
  Required
- Event Type
Trigger
Instant
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- Free Plan Copy
- OAuth Scope Permissions
Trigger
Instant
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- Event UUID
  Required
- Reason
Action
Write
- Event Type
  Required
- Start Time
  Required
- Invitee Email
  Required
- Invitee Full Name
- Invitee First Name
- Invitee Last Name
- Invitee Timezone
  Required
- Location Type
- Text Reminder Phone Number
- Event Guests
- Questions
- Answers
- Enable Invitee Tracking
Action
Write

Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search

- Search
  Required
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

- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
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- Free Plan Copy
- Webhook subscription scope
  Required
Trigger
Instant
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- Routing Form
Trigger
Instant
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- Event Name
  Required
- Host User
  Required
- Co-hosts
- Duration (in minutes)
  Required
- Time Zone
- Start Date
  Required
- End Date
  Required
- Location Kind
- Location
- Additional Location Info
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Event UUID
  Required
Action
Search
- Free Plan Copy
- OAuth Scope Permissions
- Meeting Recap UUID
  Required
Action
Search
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 Calendly

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

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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.

Learn moreLearn moreHelpHelp

Related categories

Sales & CRM