Retell AI + Roofr

Retell AI + Roofr integrations

Create Retell AI phone calls from new Roofr leads

Streamline your process by connecting Roofr and Retell AI. This workflow springs into action once a new lead is created in Roofr, initiating a phone call through Retell AI. This instant response not only enhances your customer service experience but also increases your efficiency in lead management. Stay ahead with this seamless integration.

When this happens...
Roofr Lead CreatedTriggers when a new lead is submitted via a Roofr Instant Estimator.
TriggerInstant
automatically do this!
Make a Phone CallCreate a new outbound phone call
ActionWrite

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More things you can do with Roofr and Retell AI

Discover other triggers and actions you can use with Roofr and Retell AI

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
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
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- Call Status
- Direction
- From Number
- To Number
- Agent ID
- Sort Order
- Limit
- Pagination Key
- Start Timestamp Upper Threshold
- Start Timestamp Lower Threshold
Trigger
Polling
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- Knowledge Base Name
  Required
- Info
- Texts
- URLs
- Files
- Enable Auto Refresh
Action
Write
- Phone Number
  Required
- Termination URI
  Required
- SIP Trunk Auth Username
- SIP Trunk Auth Pass
- Inbound Agent ID
- Outbound Agent ID
- Inbound Agent Version
- Outbound Agent Version
- Nickname
- Inbound Webhook URL
Action
Write

- Agent ID
  Required
- Agent Version
- From Number
- To Number
- Direction
- Item
- Variable
Action
Write
- Agent ID
  Required
Action
Search
- LLM ID
  Required
Action
Search
- Limit
Action
Search
- Limit
- Pagination Key
- Pagination Key Version
Action
Search
- Info
Action
Search
- Info
Action
Search

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
Instant
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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
- Area Code
- Inbound Agent ID
- Outbound Agent ID
- Nickname
- Inbound Agent Version
- Outbound Agent Version
- Number Provider
- Country Code
- Toll Free
- Phone Number
Action
Write
- Version
- Model
- Speech to Speech Model
- Model Temperature
- Model High Priority
- Tool Call Strict Mode
- General Prompt
- Tools
- Values
- Starting State
- Begin Message
- Variables
- IDs
- Config
Action
Write
- From Number
  Required
- To Number
  Required
- Override Agent Id
- Override Agent Version
- Retell LLm Dynamic Variables
- Data
Action
Write
- Call ID
  Required
Action
Search
- Phone Number
  Required
Action
Search
- Voice ID
  Required
Action
Search
- ID
  Required
Action
Search
- Limit
- Sort Order
- Pagination Key
- Call Status
- Agent Id
- Upper Threshold
- Lower Threshold
- Direction
- From Number
- To Number
Action
Search
- Limit
- Pagination Key
- Pagination Key Version
Action
Search
- Info
Action
Search

About Retell AI

Retell AI is a conversation intelligence platform that turns customer calls into actionable insights.

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Related categories

AI Agents

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