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Quo + Roofr

Quo + Roofr

Quo + Roofr integrations

Create or update Quo contacts when new Roofr leads are created

When a new lead is created in Roofr, this workflow instantly updates or creates a contact in Quo. This automates the process of managing your leads, ensuring all contact information is efficiently and accurately stored in Quo. This efficiency allows you to spend more time following up on leads and less time on administrative tasks.

  1. When this happens...
    Roofr Lead Created
    Roofr Lead Created
    Roofr Lead CreatedTriggers when a new lead is submitted via a Roofr Instant Estimator.
  2. automatically do this!
    Create or Update Contact
    Create or Update Contact
    Create or Update ContactCreates a contact or updates an existing contact.
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More things you can do with Roofr and Quo

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

  • Roofr triggers, actions, and search
    Roofr Lead Created

    Triggers when a new lead is submitted via a Roofr Instant Estimator.

    Trigger
    Instant
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  • Roofr triggers, actions, and search
    Proposal Lost

    Triggers when a proposal is moved to lost by a user.

    Trigger
    Instant
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  • Roofr triggers, actions, and search
    Proposal Signed

    Triggers when a proposal is signed by a client.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search
    Proposal Viewed

    Triggers when a proposal is viewed by a client.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search
    Roofr Report Ordered

    Triggers when a Roofr report is ordered from a Job record.

    Trigger
    Instant
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  • Roofr triggers, actions, and search
    Proposal Sent

    Triggers when a proposal is sent to a client.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search
    Proposal Total Adjusted

    Triggers when a marked as won proposal has its total adjusted.

    Trigger
    Instant
    Try It
    • 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
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About Quo
Quo is a next-generation phone system to engage customers, collaborate with your team, and scale your reach with AI — without losing the personal touch.
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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.
Related categories