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Zapier makes it easy to integrate QuoteCloud with Roofr - no code necessary. See how you can get setup in minutes.

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QuoteCloud logo
QuoteCloud
QuoteCloud logo
QuoteCloud
1. Choose trigger event
Roofr logo
Roofr
Roofr logo
Roofr
2. Choose action
QuoteCloud logo
1. Select the event
Setup
Test
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QuoteCloud
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Document Status Changed" from QuoteCloud.

Add your action

An action happens after the trigger—such as "Create Job and Customer" in Roofr.

You’re connected!

Zapier seamlessly connects QuoteCloud and Roofr, automating your workflow.

Supported triggers and actions

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.

    • Document Status
      Required
    Trigger
    Instant
    Try It
    • QuoteCloud User Account (Email)
      Required
    • Choose a Template
      Required
    • Document Title
      Required
    • Document Subtitle
    • Email Address
      Required
    • First Name
      Required
    • Last Name
    • Phone Number
    • Address
    • Company Name
    • Company Account Reference
    • Custom Field 1
    • Custom Field 2
    • Custom Field 3
    • Custom Field 4
    • Custom Field 5
    • Custom Field 6
    • Custom Field 7
    • Custom Field 8
    • Custom Field 9
    • Custom Field 10
    • Add Contact To Address Book
    • Table API Link Id
    • Line Item Label
    • Line Item Notes
    • Row Type
      Required
    • Price
    • Quantity
    • Term Based Product
      Required
    • Term
    • Tax Type
    • Tax
    • Discount Type
    • Discount
    • Cost
    • Block Type
    • Block Link Id
    • Value
    • Custom Field 1
    • Custom Field 2
    • Custom Field 3
    • Custom Field 4
    • Custom Field 5
    • Custom Field 6
    • Custom Field 7
    • Custom Field 8
    • Custom Field 9
    • Custom Field 10
    • Auto Send Document
      Required
    • Send to Email Addresses
    • Send CC Email Addresses
    • Send Email Subject
    • Send Email Body
    • Send Email Attach PDF
    Action
    Write
    • QuoteCloud Document Id
      Required
    • New Status
      Required
    • Outcome Reason
    Action
    Write
  • Roofr triggers, actions, and search
    Roofr Report Ordered

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

    Trigger
    Instant
    Try It
    • Email Address
      Required
    • First Name
      Required
    • Last Name
    • Phone Number
    • Address
    • Company Name
    • Company Account Reference
    • Custom Field 1
    • Custom Field 2
    • Custom Field 3
    • Custom Field 4
    • Custom Field 5
    • Custom Field 6
    • Custom Field 7
    • Custom Field 8
    • Custom Field 9
    • Custom Field 10
    Action
    Write
    • QuoteCloud Product Id
    • Product Short Name (Unique)
      Required
    • Folder Name
      Required
    • Sub Folder
    • Sub Folder 2
    • Pricing Table Line Item Name
      Required
    • Product SKU
    • Description
    • Price
      Required
    • Published Product
      Required
    • Recipients Can Edit Quantity
      Required
    • Recipient Can Edit Term
      Required
    • Term Based Pricing
      Required
    • Product Pricing Term
    • Product Default Quantity
    • Lock Pricing Label
      Required
    • Lock Pricing Value
      Required
    • Lock Term Value
      Required
    • Lock Pricing Notes
      Required
    • Product Image 1
    • Product Image 2
    • Product Image 3
    • Product Image 4
    • Product Image 5
    • Custom Field 1
    • Custom Field 2
    • Custom Field 3
    • Custom Field 4
    • Custom Field 5
    • Custom Field 6
    • Custom Field 7
    • Custom Field 8
    • Custom Field 9
    • Custom Field 10
    Action
    Write
  • Roofr triggers, actions, and search
    Roofr Lead Created

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

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

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

    Trigger
    Instant
    Try It

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect QuoteCloud and Roofr to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Make work flow with AI

Level up your QuoteCloud to Roofr integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
Illustration of AI enhancing Zapier workflows with automation and app integrations.
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About QuoteCloud
QuoteCloud is a proposal building platform that guarantees your sales team are communicating in a: consistent, compliant, accurate and efficient way, ensuring respectively that marketing, legal, product and sales departments are happy !
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Related categories
Proposal & Invoice Management
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roofr logo
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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Related categories
Sales & CRM

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