NiceJob + Roofr

NiceJob + Roofr integrations

Create or update persons in NiceJob when new proposals are signed in Roofr

Ease your client management process by seamlessly bridging Roofr and NiceJob. When a contract gets confirmed in Roofr, the same proposal gets instantly accepted in NiceJob. This workflow reduces manual data entry, keeps your records up-to-date, and empowers you to dedicate more time to serving your customers.

When this happens...
Proposal SignedTriggers when a proposal is signed by a client.
TriggerInstant
automatically do this!
Create or Update PersonCreates a new Person or updates an exisitng person with the given email.
ActionWrite

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More things you can do with Roofr and NiceJob

Discover other triggers and actions you can use with Roofr and NiceJob

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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Person Created or Updated
Triggers when a new person is created or an existing person is updated.
Trigger
Instant
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- Person ID
  Required
- Employee IDs
- Name
- Amount
- Scheduled At
- Complete
- Completed At
- Tags
Action
Write
- Email
  Required
- First Name
- Last Name
- Phone Number
- Position
Action
Write

- Email
  Required
- First Name
- Last Name
- Phone Number
- Address
- City
- Country
- State
- Unit
- Zip Code
- Company
- Position
Action
Write
- Booking ID
  Required
- Invoice ID
- Person ID
  Required
- Employee IDs
- Name
- Amount
- Scheduled At
- Complete
- Completed At
- Tags
Action
Write
- Email
  Required
Action
Search

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
Review Created or Updated
Triggers when a new review is created or an existing review is updated.
Trigger
Instant
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- Person ID
  Required
- Employee IDs
- Name
- Description
- Status
- Completed At
- Tags
Action
Write
- Person IDs
  Required
- Subtotal
- Discount
- Tax
- Total
  Required
- Balance
  Required
- Paid
- Status
- Tags
Action
Write
- Person IDs
  Required
- Invoice IDs
- Amount
  Required
- Description
- Status
- Tags
Action
Write
- Campaign ID
- Email
  Required
- Phone Number
- First Name
- Last Name
- Company
- Position
Action
Write

About NiceJob

NiceJob is a platform that helps you get more customer reviews and build a great reputation online.

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Marketing Automation

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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.

Learn moreLearn moreHelpHelp

Related categories

Sales & CRM

Related Zap Templates

Create or update persons in NiceJob when new proposals are sent in Roofr

Related Zap Templates

Create or update persons in NiceJob when new proposals are sent in Roofr