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Set up your first integration
Quickly connect JobNimbus to Roofr with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate JobNimbus with Roofr - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Contact Created, Modified or Deleted" from JobNimbus.
Add your action
An action happens after the trigger—such as "Create Job and Customer" in Roofr.
You’re connected!
Zapier seamlessly connects JobNimbus and Roofr, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- FilterRequired
Try ItTriggerInstant- FileRequired
- FilenameRequired
- Related IdRequired
- Attachment Type
- Description
- External ID
ActionWrite- IdRequired
- First_name
- Last_name
- Company
- Email
- Contact Type
- Status_name
- Source_name
- Description
- Sales_rep_name
- Home_phone
- Mobile_phone
- Work_phone
- Fax_number
- Website
- Address_line1
- Address_line2
- City
- State_text
- Zip
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External_id
ActionWrite- Display_nameRequired
- First_name
- Last_name
- Company
- Email
- Contact Type
- Status_name
- Source_name
- Description
- Sales_rep_name
- Home_phone
- Mobile_phone
- Work_phone
- Fax_number
- Website
- Address_line1
- Address_line2
- City
- State_text
- Zip
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External_id
ActionWrite
- FilterRequired
Try ItTriggerInstant- First_name
- Last_name
- Company
- Email
- Contact Type
- Status_name
- Source_name
- Description
- Sales_rep_name
- Home_phone
- Mobile_phone
- Work_phone
- Fax_number
- Website
- Address_line1
- Address_line2
- City
- State_text
- Zip
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External_id
ActionWrite- IdRequired
- Display_nameRequired
- First_name
- Last_name
- Company
- Email
- Contact Type
- Status_name
- Source_name
- Description
- Sales_rep_name
- Home_phone
- Mobile_phone
- Work_phone
- Fax_number
- Website
- Address_line1
- Address_line2
- City
- State_text
- Zip
- Created_by_name
- Date_created
- Date_start
- Date_end
- Tags
- External_id
ActionWrite- NameRequired
- Primary_contact_idRequired
- Address_line1Required
- Address_line2
- CityRequired
- State_textRequired
- ZipRequired
- Country_name
- Tags
- Date_created
- Date_start
- Date_end
- Job Type
- Status_name
- External_id
ActionWrite
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Practical ways you can use JobNimbus and Roofr
Add new Roofr leads as contacts in JobNimbus
Keep your JobNimbus CRM in sync with incoming leads. When a new lead is submitted via the Roofr Instant Estimator, Zapier will create a contact in JobNimbus. This automation reduces manual data entry, so you can focus on nurturing prospects and efficiently managing new opportunities.
Business OwnerNotify marketing about lost proposals
Keep your marketing team informed on valuable data trends. When a proposal is marked as lost in Roofr, Zapier can send a notification to a designated channel in Slack or your team collaboration tool. This way, your marketing team can analyze patterns and refine strategies without the need for constant data checks.
Marketing & Marketing OpsSync jobs between JobNimbus and Roofr
Ensure your project management tools stay up to date. When a new job is created in JobNimbus, Zapier will also create a job in Roofr, keeping all relevant data consistent across platforms. This streamlines workflow coordination and reduces redundant task tracking.
Project Management
