Elfsight Forms + Roofr
Elfsight Forms + Roofr
Create Roofr jobs and customers from new Elfsight Forms form submissions
Streamline your roofing business operations with this user-friendly workflow. When a new form submission comes through Elfsight Forms, it triggers the creation of a new job and customer in the Roofr app. It’s an efficient way to manage customer information and organize work orders from a single submission form. This seamless integration between Elfsight Forms and Roofr not only saves time but also ensures accurate and consistent data management for your roofing business.
- When this happens...New Form SubmissionTriggers when a new form submission received.
- automatically do this!Create Job and CustomerCreates a job and customer on Roofr.
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More things you can do with Elfsight Forms and Roofr
Discover other triggers and actions you can use with Elfsight Forms and Roofr
- New Form Submission
Triggers when a new form submission received.
Try ItTriggerInstant - Job Workflow Stage Changed
Triggers when a job moves to a different workflow stage.
Try ItTriggerInstant - Proposal Lost
Triggers when a proposal is moved to lost by a user.
Try ItTriggerInstant - Proposal Signed
Triggers when a proposal is signed by a client.
Try ItTriggerInstant
- Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try ItTriggerInstant - Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try ItTriggerInstant - Proposal Sent
Triggers when a proposal is sent to a client.
Try ItTriggerInstant - Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Try ItTriggerInstant
