JobProgress Roofr Integration - Quick Connect

Connect JobProgress and Roofr to unlock the power of automation

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Quickly connect JobProgress to Roofr with a Zapier template.

Our most popular template

Create JobProgress customers from newly sent proposals in Roofr
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Roofr + JobProgress
Create JobProgress leads from new Roofr proposals sent
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Roofr + JobProgress
Create jobs and customers in Roofr for new leads in JobProgress
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JobProgress + Roofr
Create new JobProgress customers from new Roofr leads
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Roofr + JobProgress
Create JobProgress leads from new Roofr lead creations
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Roofr + JobProgress
Create jobs and customers in Roofr for every new customer in JobProgress
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JobProgress + Roofr

Create JobProgress customers from newly sent proposals in Roofr

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Try it

Roofr + JobProgress

Create JobProgress leads from new Roofr proposals sent

Details

Try it

Roofr + JobProgress

Create jobs and customers in Roofr for new leads in JobProgress

Details

Try it

JobProgress + Roofr

Create new JobProgress customers from new Roofr leads

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Roofr + JobProgress

Create JobProgress leads from new Roofr lead creations

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Roofr + JobProgress

Create jobs and customers in Roofr for every new customer in JobProgress

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JobProgress + Roofr

How Zapier works

Zapier makes it easy to integrate JobProgress with Roofr - no code necessary. See how you can get setup in minutes.

Select a trigger from JobProgress

A trigger is an event that starts your Zap and runs the workflow. For example, with JobProgress, a trigger could be "New Customer."

A trigger is the event that kicks off your automated workflow.

Setup an action from Roofr

An action is what takes place after the automation is triggered. For example, with Roofr, the action could be "Create Job and Customer."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected JobProgress to Roofr

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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Make work flow with AI

Level up your JobProgress to Roofr integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect JobProgress and Roofr to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

New Customer
New Customer from jobprogress
Trigger
Scheduled
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- Lead Id
- Job Id / Job Number (8888-9999-01)
- Documents List
  Required
Action
Write
- Lead Id
- Value
- Latitude
- Longitude
- Address
- City
- House Number
- Street
- Zip Code
- State
- Country
- Company Name
- Documents List
  Required
- First Name
  Required
- Last Name
- Email
  Required
- Phone
  Required
- Salesman / Customer Rep
- Job Rep / Estimator
- Job Description
- Referral
Action
Write
Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Trigger
Instant
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Proposal Lost
Triggers when a proposal is moved to lost by a user.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
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New Lead
New Lead from JobProgress
Trigger
Scheduled
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- ID
  Required
- First Name
  Required
- Last Name
- Phone
  Required
- Email
  Required
- Company Name
- Address
- City
- State
- Zip Code
- Country
Action
Write
- Lead Id
- Value
- Latitude
- Longitude
- Address
- City
- House Number
- Street
- Zip Code
- State
- Country
- Company Name
- Documents List
  Required
- First Name
  Required
- Last Name
- Email
  Required
- Phone
  Required
Action
Write
Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent to a client.
Trigger
Instant
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Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Trigger
Instant
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- External job id
- External customer id
- First Name
  Required
- Last Name
- Phone
  Required
- Email
  Required
- Assignee
- Address
- City
- Province/State
  Required
- Zip/Postal Code
  Required
- Country
Action
Write

Learn how to automate JobProgress on the Zapier blog

Learn how to automate Roofr on the Zapier blog

About JobProgress

JobProgress is a business productivity platform for all home improvement contractors

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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 more