Networx + Roofr
Networx + Roofr
Create jobs and customers in Roofr for every new lead in Networx
Seamlessly transfer new leads from Networx to Roofr with this efficient workflow. Upon securing a fresh lead in Networx, it initiates the creation of a job and customer profile in Roofr. This results in a smoother lead management process, saving time and enhancing productivity within your roofing business. No more manual data transfer or risking data inconsistencies; focus more on converting those leads!
- When this happens...New LeadTriggers when a new lead is received.
- automatically do this!Create Job and CustomerCreates a job and customer on Roofr.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Networx and Roofr
Discover other triggers and actions you can use with Networx and Roofr
- New Lead
Triggers when a new lead is received.
Try ItTriggerInstant - Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try ItTriggerInstant - Proposal Lost
Triggers when a proposal is moved to lost by a user.
Try ItTriggerInstant - Proposal Signed
Triggers when a proposal is signed by a client.
Try ItTriggerInstant
- Lead IDRequired
- Client IDRequired
- Is SuccessRequired
- Webhook ResponseRequired
ActionWrite- Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try ItTriggerInstant - Proposal Sent
Triggers when a proposal is sent to a client.
Try ItTriggerInstant - Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Try ItTriggerInstant