Fillout Forms + Roofr

Create new Roofr jobs and customers from new Fillout Forms submissions

Easily streamline your form responses from Fillout Forms directly into the Roofr app with this workflow. As soon as a new submission is processed in Fillout Forms, this process will promptly create a job and customer in Roofr. Not only does this make managing forms seamless, but it also reduces the hassle of manual data entry while ensuring prompt, real-time updates.

Easily streamline your form responses from Fillout Forms directly into the Roofr app with this workflow. As soon as a new submission is processed in Fillout Forms, this process will promptly create a job and customer in Roofr. Not only does this make managing forms seamless, but it also reduces the hassle of manual data entry while ensuring prompt, real-time updates.

  1. When this happens...
    Fillout FormsFillout Forms
    New Submission

    Triggers when a form receives a new submission.

    TriggerInstant
  2. automatically do this!
    RoofrRoofr
    Create Job and Customer

    Creates a job and customer on Roofr.

    ActionWrite
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Supported triggers and actions

    • EmailsRequired

    • Subject

    • Message

    • Form IDRequired

    Action
    Write
  • Roofr triggers, actions, and search

    Roofr Report Ordered

    Triggers when a Roofr report is ordered from a Job record.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search

    Proposal Sent

    Triggers when a proposal is sent to a client.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search

    Proposal Total Adjusted

    Triggers when a marked as won proposal has its total adjusted.

    Trigger
    Instant
    Try It
fillout logo
fillout logo

About Fillout Forms

Create powerful forms, surveys and quizzes your audience will answer with Fillout Forms. Store responses directly where you need them.
Learn more

Related categories

  • Forms & Surveys

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
roofr logo
roofr logo

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 more

Related categories

  • Sales & CRM