LiveSwitch Contact and Concierge + Roofr

LiveSwitch Contact and Concierge + Roofr integrations

Create new LiveSwitch Contact and Concierge contacts from new Roofr leads

Easily manage your leads with this proactive workflow. When a new lead is created in Roofr, it will instantly create a contact in your LiveSwitch Contact and Concierge app. This smooth interaction saves you valuable time, ensuring that no lead slips through the cracks, and empowering you to provide faster, more personalized service.

When this happens...
Roofr Lead CreatedTriggers when a new lead is submitted via a Roofr Instant Estimator.
TriggerInstant
automatically do this!
Create ContactCreates a Contact in the system.
ActionWrite

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More things you can do with Roofr and LiveSwitch Contact and Concierge

Discover other triggers and actions you can use with Roofr and LiveSwitch Contact and Concierge

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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- Page
  Required
- Page Size
  Required
Trigger
Polling
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- Search
- Page
- Page Size
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Document
Triggers when a new document is created.
Trigger
Instant
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Update Contact
Triggers when a contact is updated.
Trigger
Instant
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Update Document
Triggers when a document is updated.
Trigger
Instant
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- Phone
  Required
- First Name
- Last Name
- Email
Action
Write
- Name
  Required
- External ID
- Status
- Tags
- Address
- Contact IDs
Action
Write
- Conversation ID
  Required
Action
Write
- Form ID
  Required
Action
Write
- Project ID
  Required
Action
Write
Get Current User (Me)
Gets the current user information based on the access token.
Action
Write
- Contact ID
  Required
- Phone
- First Name
- Last Name
- Email
Action
Write
- Tag ID
  Required
- Tag Name
  Required
- Hex Color
Action
Write
- Phone Number
  Required
- Page
  Required
- Page Size
  Required
Action
Search
- Search
- Page
- Page Size
Action
Search
- Project ID
  Required
Action
Search
- Project ID
  Required
Action
Search
- Conversation ID
  Required
Action
Search
- Conversation ID
  Required
Action
Search
- Phone
  Required
- Page
  Required
- Page Size
  Required
- First Name
- Last Name
- Email
Action
Search or 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
- 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
- Page
- Page Size
Trigger
Polling
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- Page
- Page Size
- Status
- External ID
Trigger
Polling
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New Conversation
Triggers when a new conversation is created.
Trigger
Instant
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New Recording
Triggers when a new recording is created.
Trigger
Instant
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Update Conversation
Triggers when a conversation is updated.
Trigger
Instant
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Update Recording
Triggers when a recording is updated.
Trigger
Instant
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- Phone number
- Contact ID
- First Name
- Last Name
- Email
- Message
- Conversation Name
- Conversation Type
  Required
- Tags
- Send Text Message
  Required
- Project External ID
- Auto-create Project
- Project Name
Action
Write
- Tag Name
  Required
- Hex Color
Action
Write
- Document ID
  Required
Action
Write
- Form Submission ID
  Required
Action
Write
- Recording ID
  Required
Action
Write
Get Organization Settings
Gets the organization settings for the currently authenticated organization.
Action
Write
- Project ID
  Required
- Name
- External ID
- Status
- Tags
- Address
- Contact IDs
Action
Write
- Page
- Page Size
Action
Search
- ID
  Required
- Page
  Required
- Page Size
  Required
Action
Search
- Conversation ID
  Required
Action
Search
- Conversation ID
  Required
Action
Search
- Page
- Page Size
- Status
- External ID
Action
Search
- Project ID
  Required
Action
Search
- Project ID
  Required
Action
Search

About LiveSwitch Contact and Concierge

LiveSwitch is a video business communication company that provides instant connectivity between customers and businesses with no downloads.

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Related categories

Communication

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.

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Related categories

Sales & CRM