Fillout Forms + Roofr
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.
- When this happens...New SubmissionTriggers when a form receives a new submission.
- automatically do this!Create Job and CustomerCreates a job and customer on Roofr.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Fillout Forms and Roofr
Discover other triggers and actions you can use with Fillout Forms and Roofr
- Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
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
- EmailsRequired
- Subject
- Message
- Form IDRequired
ActionWrite- 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
