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QuickBooks Online + Roofr

QuickBooks Online + Roofr

QuickBooks Online + Roofr integrations

Create Roofr jobs and customers from newly emailed QuickBooks Online estimates

When an estimate is emailed from QuickBooks Online, this workflow promptly creates a job and a customer in Roofr. This seamless process removes the need to manually duplicate information, enhancing the accuracy of customer and job details across both platforms while making your management process more efficient.

  1. When this happens...
    Estimate Emailed
    Estimate Emailed
    Estimate EmailedTriggers when an estimate is emailed.
  2. automatically do this!
    Create Job and Customer
    Create Job and Customer
    Create Job and CustomerCreates a job and customer on Roofr.
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More things you can do with QuickBooks Online and Roofr

Discover other triggers and actions you can use with QuickBooks Online and Roofr

  • QuickBooks Online triggers, actions, and search
    New Account

    Triggers when you add a new account.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search
    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Instant
    Try It
    • Days
      Required
    Trigger
    Polling
    Try It
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About QuickBooks Online
QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
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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.
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