Calendly + Roofr
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.
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 Created
Triggers when an invitee schedules an event
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
- Free forever for core features
- 14 day trial for premium features & apps
Event Canceled
Triggers when an event is canceled.
Try ItFree Plan Copy
Webhook subscription scopeRequired
Event Type
Try ItRouting Form
Try ItEvent NameRequired
Host UserRequired
Co-hosts
Duration (in minutes)Required
Time Zone
Start DateRequired
End DateRequired
Location Kind
Location
Additional Location Info
Free Plan Copy
Webhook subscription scopeRequired
Try ItFree Plan Copy
Webhook subscription scopeRequired
Try ItEvent UUIDRequired
Reason
Event TypeRequired
Start TimeRequired
Invitee EmailRequired
Invitee Full Name
Invitee First Name
Invitee Last Name
Invitee TimezoneRequired
Location Type
Text Reminder Phone Number
Event Guests
Questions
Answers
Enable Invitee Tracking