Create integrations between Privyr and Roofr to automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Client NameRequired
- Phone Number
- Email Address
- Additional Client Details
- Lead SourceRequired
- Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try It - Proposal Sent
Triggers when a proposal is sent to a client.
Try It - Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Try It
Related categories
Related categories