Keap + Roofr integrations
Create Roofr jobs and customers from updated Keap contacts
Keep your roofing business organized and efficient by connecting Keap and Roofr with this workflow. Whenever a contact is updated in Keap, this automation will instantly create a job and customer in Roofr, ensuring your client information and job scheduling remain up-to-date without manual intervention. Streamline your operations and save time with this seamless integration.
- When this happens...Updated ContactTriggers when an existing contact is updated.
- automatically do this!Create Job and CustomerCreates a job and customer on Roofr.
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More things you can do with Keap and Roofr
Discover other triggers and actions you can use with Keap and Roofr
- New Action Sequence
Triggers when a new Action Sequence is added.
Try ItTriggerPolling - Appointment Trigger Requirement
- Appointment events this trigger will listen to:Required
Try ItTriggerInstant- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - Note events this trigger will listen to:Required
Try ItTriggerInstant
- New Affiliate
For Ulimate users, triggers when a new affiliate is added.
Try ItTriggerPolling - Company events this trigger will listen to:Required
Try ItTriggerInstant- Invoice events this trigger will listen to:Required
Try ItTriggerInstant- Opportunity events this trigger will listen to:Required
- RandomRequired
Try ItTriggerInstant
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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.
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