Nextdoor + Roofr
Nextdoor + Roofr
Create jobs and customers in Roofr from new leads in Nextdoor
Boost your efficiency by connecting Nextdoor and Roofr through this workflow. Whenever you get a new lead in the Nextdoor app, a corresponding job and customer profile are instantly created in Roofr. This seamless process not only saves your time but also enhances your business's lead management system, providing a swift response to newly acquired leads.
- When this happens...New LeadTriggers when a new lead is submitted.
- automatically do this!Create Job and CustomerCreates a job and customer on Roofr.
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More things you can do with Nextdoor and Roofr
Discover other triggers and actions you can use with Nextdoor and Roofr
- Advertiser IDRequired
- Creative IDsRequired
Try ItTriggerInstant- 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
- 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 - Proposal Viewed
Triggers when a proposal is viewed by a client.
Try ItTriggerInstant
