Instant Roofer + Workiz
Instant Roofer + Workiz
Instant Roofer + Workiz integrations
Create new leads in Workiz from new leads in Instant Roofer
Streamline your roofing tasks effortlessly with this efficient workflow. As a new lead surfaces in Instant Roofer, the same lead is immediately created in Workiz. This seamless integration ensures all potential clients are accounted for, allowing you to focus more on delivering quality service than on administrative tasks. Upgrade your roofing business operations today.
- When this happens...New LeadTriggers when a roof replacement is requested.
- automatically do this!Create LeadSchedules a new lead in your Workiz account.
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More things you can do with Instant Roofer and Workiz
Discover other triggers and actions you can use with Instant Roofer and Workiz
- New Lead
Triggers when a roof replacement is requested.
Try ItTriggerInstant - Job Status Change
Triggers when a job status is changed
Try ItTriggerPolling - New Job
Triggers when a new job is created.
Try ItTriggerPolling - First NameRequired
- Last name
- Phone
- AddressRequired
- CityRequired
- State
- PostalCodeRequired
- Jobs start timeRequired
- Job TypeRequired
- Service Area
- Email address
- Job source
- JobNotes
- Company
- Phone Ext
- Second Phone
- Second Phone Ext
- Unit
- Job End Date Time
- Client Id
ActionWrite
- Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItTriggerPolling - Lead Status Change
Triggers when a lead status is changed
Try ItTriggerPolling - New Lead
Triggers when a new lead is created.
Try ItTriggerPolling - First NameRequired
- Last name
- Phone Number
- Address
- City
- State
- PostalCode
- Lead start time
- Email address
- Lead source
- Description
- Company
ActionWrite
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About Workiz
Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.
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