RealWork + Roofr

RealWork + Roofr integrations

Create or update RealWork jobsites when new Roofr proposals are signed

Automate your construction management process with this helpful workflow. When a proposal is signed in Roofr, it instantly creates or updates a JobSite in RealWork. This smooth integration helps to expedite project initiation, ensuring seamless transition from proposal acceptance to job site creation. No more time wasted juggling between applications, let this workflow streamline your construction project management.

When this happens...
Proposal SignedTriggers when a proposal is signed by a client.
TriggerInstant
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Create or Update JobSiteCreates or Updates a JobSite
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More things you can do with Roofr and RealWork

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

Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Trigger
Instant
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Proposal Lost
Triggers when a proposal is moved to lost by a user.
Trigger
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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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- Id
  Required
- URL
- Start Date
- End Date
- Address
  Required
- Homeowner Name
- Homeowner Email
- Homeowner Phone
- Job Owner
- Job Description
- Notes
- Geolocation - Latitude
- Geolocation - Longitude
- Tags
- Change Job Status
Action
Write

Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent to a client.
Trigger
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Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Trigger
Instant
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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

About RealWork

RealWork is a leading software for home service businesses, helping you get reviews, showcase work, and build trust to grow online.

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Related categories

Marketing Automation

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