Create Roofr jobs and customers from new Clio contacts
Streamline your client onboarding process with this efficient workflow. When you add a new contact in Clio, it will automatically create a job and customer in Roofr for a seamless transition. Save time and stay organized by connecting your legal and roofing management tools in a single process.
Streamline your client onboarding process with this efficient workflow. When you add a new contact in Clio, it will automatically create a job and customer in Roofr for a seamless transition. Save time and stay organized by connecting your legal and roofing management tools in a single process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
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