Growform + Roofr
Growform + Roofr
Create new Roofr jobs and customers from new Growform form submissions
When a new form is submitted in Growform, instantly create a job and customer in Roofr. This process helps in seamlessly transferring data from your form submissions to your roofing job management, reducing data entry time and manual errors. Simplify your workflow and stay on top of new clients and projects with this integration.
- When this happens...New Form SubmissionTriggers when a new form submission is created.
- automatically do this!Create Job and CustomerCreates a job and customer on Roofr.
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More things you can do with Growform and Roofr
Discover other triggers and actions you can use with Growform and Roofr
- Form IDRequired
Try ItTriggerPolling- Job Workflow Stage Changed
Triggers when a job moves to a different workflow stage.
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
- Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try ItTriggerInstant - 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
