Gravity Forms + Roofr
Gravity Forms + Roofr
Gravity Forms + Roofr integrations
Create new Roofr jobs and customers from new Gravity Forms submissions
Streamline your roofing business operations with this simple workflow. When a new form submission is received in Gravity Forms, a job will be instantly created and a new customer will be added in your Roofr account. This automation ensures no potential client slips through the cracks, keeping your roofing business organized and efficient.
- When this happens...Form SubmissionTriggers when the specified form is submitted.
- automatically do this!Create Job and CustomerCreates a job and customer on Roofr.
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More things you can do with Gravity Forms and Roofr
Discover other triggers and actions you can use with Gravity Forms and Roofr
- FormRequired
- Use Admin Field Labels?
Try ItTriggerInstant- FormRequired
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
- FormRequired
ActionWrite- 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
About Gravity Forms
Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
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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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