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JobNimbus + Roofr

JobNimbus + Roofr

JobNimbus + Roofr integrations

Create new JobNimbus contacts from new Roofr leads

With this workflow, the moment a new lead is generated in Roofr, a corresponding contact is immediately established in JobNimbus. This process simplifies data transfer, allowing roofing businesses to concentrate more on fostering customer relationships. Ensuring potential clients are promptly added to JobNimbus facilitates more efficient project management and streamlined follow-ups.

  1. When this happens...
    Roofr Lead Created
    Roofr Lead Created
    Roofr Lead CreatedTriggers when a new lead is submitted via a Roofr Instant Estimator.
    TriggerInstant
  2. automatically do this!
    Create Contact
    Create Contact
    Create ContactCreates a new contact with Display Name.
    ActionWrite
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More things you can do with Roofr and JobNimbus

Discover other triggers and actions you can use with Roofr and JobNimbus

  • Roofr triggers, actions, and search
    Roofr Lead Created

    Triggers when a new lead is submitted via a Roofr Instant Estimator.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search
    Proposal Lost

    Triggers when a proposal is moved to lost by a user.

    Trigger
    Instant
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  • Roofr triggers, actions, and search
    Proposal Signed

    Triggers when a proposal is signed by a client.

    Trigger
    Instant
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  • Roofr triggers, actions, and search
    Proposal Viewed

    Triggers when a proposal is viewed by a client.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search
    Roofr Report Ordered

    Triggers when a Roofr report is ordered from a Job record.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search
    Proposal Sent

    Triggers when a proposal is sent to a client.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search
    Proposal Total Adjusted

    Triggers when a marked as won proposal has its total adjusted.

    Trigger
    Instant
    Try It
    • 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
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About JobNimbus
JobNimbus CRM + Project Management for the service industry.
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Related categories
CRM (Customer Relationship Management)
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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.
Learn moreLearn moreHelpHelp
Related categories
Sales & CRM

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