FieldPulse + Roofr

FieldPulse + Roofr integrations

Create jobs and customers in Roofr for every new customer in FieldPulse

Experience seamless project management between FieldPulse and Roofr with this convenient workflow. Whenever a new customer is added in FieldPulse, it activates a process that creates a job and customer profile in Roofr. This streamlined system speeds up job initiation, enabling you to extend your service more efficiently. It's an ideal solution for those juggling multiple projects and aiming to optimize work allocation.

When this happens...
New CustomerTrigger when a new customer is added.
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 FieldPulse and Roofr

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

New Customer
Trigger when a new customer is added.
Trigger
Instant
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- Workflow
  Required
- Status
  Required
Trigger
Instant
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Last Created Contact
Trigger when a new contact is added.
Trigger
Instant
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- Customer_id
- File
  Required
- Filename
  Required
Action
Write
- First_name
  Required
- Last_name
- Email
- Phone
- Address
- City
- State
- Zip_code
- Notes
Action
Write

- First_name
  Required
- Last_name
- Email
- Phone
- City
- State
- Zip_code
- Address
- Notes
- Job_notes
Action
Write
- Search by text
- Job ID
- Customer ID
- Project ID
- Project Name
- Job Start Date
- Job End Date
Action
Search

- Search by text
- Customer ID
- Project ID
- Project Name
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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- Status
  Required
Trigger
Instant
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- Page
Trigger
Instant
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Last Updated Contact
Trigger when a contact is updated.
Trigger
Instant
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- Job ID
- File path
  Required
- File name
  Required
Action
Write
- Customer Id
  Required
- Job Title
  Required
- Start time
  Required
- End time
  Required
- Notes
- Location Id
- Address
- City
- State
- Zip Code
Action
Write
- Search Value
Action
Search
- Search by text
- Job ID
- Customer ID
- Project ID
- Project Name
- Job Start Date
- Job End Date
Action
Search
- Search Value
- First_name
  Required
- Last_name
- Email
- Phone
- Address
- City
- State
- Zip_code
- Notes
Action
Search or write
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

About FieldPulse

FieldPulse is a field service platform that helps service businesses run operations, manage teams, and grow - all in one place, on any device.

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Related categories

CRM (Customer Relationship Management)

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