ProLine + Roofr

ProLine + Roofr integrations

Create or update ProLine contacts when new Roofr leads are created

Create or update contacts in ProLine whenever a new lead is added in Roofr. With this workflow, you never have to worry about manually copying over new leads in Roofr as it instantly sends that data to ProLine. This not only saves time but also ensures that your sales team always has the latest leads at their fingertips. Optimize your data management process and keep everything up-to-date with this simple yet powerful solution.

When this happens...
Roofr Lead CreatedTriggers when a new lead is submitted via a Roofr Instant Estimator.
TriggerInstant
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Create or Update ContactCreates or updates a contact.
ActionWrite

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More things you can do with Roofr and ProLine

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

Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
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Instant
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Proposal Lost
Triggers when a proposal is moved to lost by a user.
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Proposal Signed
Triggers when a proposal is signed by a client.
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Proposal Viewed
Triggers when a proposal is viewed by a client.
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Chargeback Complete
Triggers when a chargeback reaches its final status. Final status can be either Won or Lost.
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Instant
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- Trigger on...
  Required
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- Trigger On
  Required
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- Trigger on...
  Required
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- Trigger on...
  Required
- Stage [Filter]
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Refund Complete
Triggers when a refund reaches its final status. Final status can be either Complete or Failed.
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Instant
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- Contact ID
- Project ID
- Notification (Main)
  Required
- Notification (Extended)
Action
Write
- Contact ID
  Required
- User
- Call Type
  Required
- Call Duration
- Recording
- Voicemail
- External ID
- Call Note
Action
Write
- Contact ID
- First Name
- Last Name
- Organization
- Phone
- Email
- Contact Type
- Lead Source
- Contact Tags
- Notes
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Campaign
- Assignee
- External ID
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Date 1
- Custom Date 2
- Custom Date 3
- Time Zone
- Automated Messages
- Consent To SMS & Phone Communication
Action
Write
- Project | Edit by Project ID
- Project | Edit by External ID
- Project | Edit by Contact
- Project | Name
- Project | Location
- Project | Area
- Project | Main Assignee
- Project | Inside Sales Assignee
- Project | Production Assignee
- Project | Accounting Assignee
- Project | Move to Stage
- Project | Start Campaign
- Project | Address Line 1
- Project | Address Line 2
- Project | City
- Project | State
- Project | Zip
- Project | Category
- Project | Type
- Project | Services
- Project | Tags
- Project | Custom Field 1
- Project | Custom Field 2
- Project | Custom Field 3
- Project | Custom Field 4
- Project | Custom Field 5
- Project | Custom Field 6
- Project | Custom Field 7
- Project | Notes
- Project | New External ID
- Contact | Contact ID
- Contact | First Name
- Contact | Last Name
- Contact | Full Name
- Contact | Phone
- Contact | Email
- Contact | Type
- Contact | Lead Source
- Contact | Tags
- Event | Edit by External ID
- Event | New External ID
- Event | Start Date
- Event | Event Type
- Event | Time Zone
- Event | External Reschedule Link
- Event | Exclude From Integration
Action
Write
- Project ID
  Required
- File URL
  Required
- File Name
Action
Write
- Contact ID
- Phone
- Email
- Address Line 1
- Address Line2
- City
- State
- Zip Code
Action
Search
- Proline ID
- Organization External ID
- Primary Contact ID
- [FILTER] Organization Stage
- Organization Name
- Organization Address
Action
Search
- ProLine Number
- User Email
- Display Name
Action
Search
- Proline ID
- Organization External ID
- Primary Contact ID
- [FILTER] Organization Stage
- Organization Name
- Organization Address
- Organization ID
- Organization External ID
- Organization Name
  Required
- Organization Type
  Required
- Organization Stage
  Required
- Assignee
- Primary Contact | Contact ID
- Primary Contact | First Name
- Primary Contact | Last Name
- Primary Contact | Phone Number
- Primary Contact | Email
- Primary Contact | Type
- Primary Contact | Lead Source
- Primary Contact | Tags
- Other Contacts | List of Contact IDs
- Address 1
- Address 2
- City
- State
- Zip
- Notes
Action
Search or write

Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
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Proposal Sent
Triggers when a proposal is sent to a client.
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Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
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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
- Trigger on...
  Required
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Instant
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- Trigger on...
  Required
- Organization Stage [Filter]
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Instant
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- Trigger on...
  Required
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Instant
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Payment Complete
Triggers when a payment reaches its final status. Final status can be either Complete or Failed.
Trigger
Instant
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- Trigger on...
  Required
Trigger
Instant
Try It
- Zapier Trigger Step
  Required
Trigger
Instant
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- Event ID
  Required
Action
Write
- Contact ID
  Required
- User
- Message Type
  Required
- Message Body
  Required
- Message Note
- External ID
Action
Write
- Organization ID
- Organization External ID
- Organization Name
  Required
- Organization Type
  Required
- Organization Stage
  Required
- Assignee
- Primary Contact | Contact ID
- Primary Contact | First Name
- Primary Contact | Last Name
- Primary Contact | Phone Number
- Primary Contact | Email
- Primary Contact | Type
- Primary Contact | Lead Source
- Primary Contact | Tags
- Other Contacts | List of Contact IDs
- Address 1
- Address 2
- City
- State
- Zip
- Notes
Action
Write
- Event ID
- Project ID
- Start Date
  Required
- Event Type
- Assignee
- Contact Time Zone
- External ID
- External Reschedule Link
- Exclude From Integration
Action
Write
- Team Member ID
  Required
- Start Date
  Required
- End Date
  Required
- Event Type
  Required
Action
Search
- Event ID
- External ID
- Project ID
- Start Date
- [FILTER] Event Type
- [FILTER] Assignee
Action
Search
- Project ID
- Project External ID
- Main Contact ID
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- [FILTER] Project Stage
- [FILTER] Project Status
Action
Search
- Contact ID
- Phone
- Email
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- First Name
- Last Name
- Organization
- Contact Type
- Lead Source
- Contact Tags
- Notes
- Campaign
- Assignee
- External ID
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Date 1
- Custom Date 2
- Custom Date 3
- Time Zone
- Automated Messages
- Consent To SMS & Phone Communication
Action
Search or write
- Project | Edit by Project ID
- Project External ID
- Contact | Contact ID
- Project | Address Line 1
- Project | Address Line 2
- Project | City
- Project | State
- Project | Zip
- Project | Move to Stage
- [FILTER] Project Status
- Project | Edit by External ID
- Project | Edit by Contact
- Project | Name
- Project | Location
- Project | Area
- Project | Main Assignee
- Project | Inside Sales Assignee
- Project | Production Assignee
- Project | Accounting Assignee
- Project | Start Campaign
- Project | Category
- Project | Type
- Project | Services
- Project | Tags
- Project | Custom Field 1
- Project | Custom Field 2
- Project | Custom Field 3
- Project | Custom Field 4
- Project | Custom Field 5
- Project | Custom Field 6
- Project | Custom Field 7
- Project | Notes
- Project | New External ID
- Contact | First Name
- Contact | Last Name
- Contact | Full Name
- Contact | Phone
- Contact | Email
- Contact | Type
- Contact | Lead Source
- Contact | Tags
- Event | Edit by External ID
- Event | New External ID
- Event | Start Date
- Event | Event Type
- Event | Time Zone
- Event | External Reschedule Link
- Event | Exclude From Integration
Action
Search or write

About ProLine

ProLine is a messaging automation platform for contractors.

Learn moreLearn moreHelpHelp

Related categories

Sales & CRM

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 and manage Roofr jobs and customers from new or updated ProLine projects

Create or update ProLine projects when new Roofr leads are created

Create jobs and customers in Roofr from new or updated contacts in ProLine