Google Forms + Roofr

Google Forms + Roofr integrations

Create new Roofr jobs and customers from new Google Forms responses

Start a new job in Roofr and set up a customer when you get a new response in Google Forms. This workflow takes out the redundancy of manual data-entry and helps you focus on important tasks by ensuring each form response instantly becomes an action in Roofr. Keep your business on track effortlessly with this streamlined process.

When this happens...
New Form ResponseTriggers when a new form response is received.
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 Google Forms and Roofr

Discover other triggers and actions you can use with Google Forms and Roofr

- Form
  Required
Trigger
Instant
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- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
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

- Form
  Required
Trigger
Instant
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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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About Google Forms

Google Forms is an easy way to collect data from the web with a simple UI and powerful editor. Works hand-in-hand with Google Sheets!

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Related categories

Forms & Surveys

Google

Similar apps

Zapier Forms

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

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 moreLearn moreHelpHelp

Related categories

Sales & CRM