Create jobs and customers in Roofr for new group contacts in Mojo
Streamline your customer experience with this integrated workflow between Mojo and Roofr. When a new contact is added to a group in Mojo, the workflow instantly generates a job and corresponding customer profile within Roofr. This ensures a seamless setup for roofing jobs and creates consistent, efficient data transfer between platforms. Minimize data entry and boost productivity with this workflow.
Streamline your customer experience with this integrated workflow between Mojo and Roofr. When a new contact is added to a group in Mojo, the workflow instantly generates a job and corresponding customer profile within Roofr. This ensures a seamless setup for roofing jobs and creates consistent, efficient data transfer between platforms. Minimize data entry and boost productivity with this workflow.
- When this happens...New Contact in Group
Triggers when a contact is added to a group in Mojo (contact sync is not available for contacts within a previous integration).
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
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