Roofr Integrations

Name: Zapier
Availability: InStock

Put Roofr to work with AI and enterprise-grade automation

Automate smarter with Roofr and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

HubSpot

Marketing Automation

Slack

Team Chat

AccuLynx

CRM (Customer Relationship Management)

LeadConnector

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Twilio

Phone & SMS

JobNimbus

CRM (Customer Relationship Management)

monday.com

Project Management

JobProgress

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

Slack

Team Chat

AccuLynx

CRM (Customer Relationship Management)

LeadConnector

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Twilio

Phone & SMS

HubSpot

Marketing Automation

Slack

Team Chat

AccuLynx

CRM (Customer Relationship Management)

LeadConnector

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Twilio

Phone & SMS

JobNimbus

CRM (Customer Relationship Management)

monday.com

Project Management

JobProgress

CRM (Customer Relationship Management)

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create new QuickBooks Online customers when Roofr proposals are signed
Premium
Details
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Roofr + QuickBooks Online
Manage new and updated JobNimbus jobs by creating jobs and customers in Roofr
Details
Try it
JobNimbus + Roofr
Create or update persons in NiceJob when new proposals are sent in Roofr
Details
Try it
Roofr + NiceJob
Create new Roofr jobs and customers from new Calendly invitees
Details
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Calendly + Roofr
Create new CompanyCam projects from new Roofr leads
Details
Try it
Roofr + CompanyCam
Create jobs and customers in Roofr from new leads in Nextdoor
Details
Try it
Nextdoor + Roofr

Create new QuickBooks Online customers when Roofr proposals are signed

Details

Try it

Roofr + QuickBooks Online

Manage new and updated JobNimbus jobs by creating jobs and customers in Roofr

Details

Try it

JobNimbus + Roofr

Create or update persons in NiceJob when new proposals are sent in Roofr

Details

Try it

Roofr + NiceJob

Create new Roofr jobs and customers from new Calendly invitees

Details

Try it

Calendly + Roofr

Create new CompanyCam projects from new Roofr leads

Details

Try it

Roofr + CompanyCam

Create jobs and customers in Roofr from new leads in Nextdoor

Details

Try it

Nextdoor + Roofr

Create contacts in JobNimbus from new proposals in Roofr

Details

Try it

Roofr + JobNimbus

Create JobProgress customers from newly sent proposals in Roofr

Details

Try it

Roofr + JobProgress

Update contacts in Job Nimbus when new proposals are sent in Roofr

Details

Try it

Roofr + JobNimbus

Create Acculynx leads from newly sent Roofr proposals

Details

Try it

Roofr + AccuLynx

Create JobProgress leads from new Roofr proposals sent

Details

Try it

Roofr + JobProgress

Find and update HubSpot deals when new proposals are sent in Roofr

Details

Try it

Roofr + HubSpot

Create contacts in JobNimbus from new proposals in Roofr
Details
Try it
Roofr + JobNimbus
Create JobProgress customers from newly sent proposals in Roofr
Details
Try it
Roofr + JobProgress
Update contacts in Job Nimbus when new proposals are sent in Roofr
Details
Try it
Roofr + JobNimbus
Create Acculynx leads from newly sent Roofr proposals
Details
Try it
Roofr + AccuLynx
Create JobProgress leads from new Roofr proposals sent
Details
Try it
Roofr + JobProgress
Find and update HubSpot deals when new proposals are sent in Roofr
Details
Try it
Roofr + HubSpot

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.

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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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
Try It
- External job id
- External customer id
- 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

Roofr Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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

Roofr Integrations

Put Roofr to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create new QuickBooks Online customers when Roofr proposals are signed

Manage new and updated JobNimbus jobs by creating jobs and customers in Roofr

Create or update persons in NiceJob when new proposals are sent in Roofr

Create new Roofr jobs and customers from new Calendly invitees

Create new CompanyCam projects from new Roofr leads

Create jobs and customers in Roofr from new leads in Nextdoor

Create new QuickBooks Online customers when Roofr proposals are signed

Manage new and updated JobNimbus jobs by creating jobs and customers in Roofr

Create or update persons in NiceJob when new proposals are sent in Roofr

Create new Roofr jobs and customers from new Calendly invitees

Create new CompanyCam projects from new Roofr leads

Create jobs and customers in Roofr from new leads in Nextdoor

Create contacts in JobNimbus from new proposals in Roofr

Create JobProgress customers from newly sent proposals in Roofr

Update contacts in Job Nimbus when new proposals are sent in Roofr

Create Acculynx leads from newly sent Roofr proposals

Create JobProgress leads from new Roofr proposals sent

Find and update HubSpot deals when new proposals are sent in Roofr

Create contacts in JobNimbus from new proposals in Roofr

Create JobProgress customers from newly sent proposals in Roofr

Update contacts in Job Nimbus when new proposals are sent in Roofr

Create Acculynx leads from newly sent Roofr proposals

Create JobProgress leads from new Roofr proposals sent

Find and update HubSpot deals when new proposals are sent in Roofr

Supported triggers and actions

Roofr Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Roofr Integrations

Popular Roofr Integrations

Roofr Integrations

Put Roofr to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create new QuickBooks Online customers when Roofr proposals are signed

Manage new and updated JobNimbus jobs by creating jobs and customers in Roofr

Create or update persons in NiceJob when new proposals are sent in Roofr

Create new Roofr jobs and customers from new Calendly invitees

Create new CompanyCam projects from new Roofr leads

Create jobs and customers in Roofr from new leads in Nextdoor

Create new QuickBooks Online customers when Roofr proposals are signed

Manage new and updated JobNimbus jobs by creating jobs and customers in Roofr

Create or update persons in NiceJob when new proposals are sent in Roofr

Create new Roofr jobs and customers from new Calendly invitees

Create new CompanyCam projects from new Roofr leads

Create jobs and customers in Roofr from new leads in Nextdoor

Create contacts in JobNimbus from new proposals in Roofr

Create JobProgress customers from newly sent proposals in Roofr

Update contacts in Job Nimbus when new proposals are sent in Roofr

Create Acculynx leads from newly sent Roofr proposals

Create JobProgress leads from new Roofr proposals sent

Find and update HubSpot deals when new proposals are sent in Roofr

Create contacts in JobNimbus from new proposals in Roofr

Create JobProgress customers from newly sent proposals in Roofr

Update contacts in Job Nimbus when new proposals are sent in Roofr

Create Acculynx leads from newly sent Roofr proposals

Create JobProgress leads from new Roofr proposals sent

Find and update HubSpot deals when new proposals are sent in Roofr

Roofr Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Roofr Integrations

Popular Roofr Integrations

Connect Your App Accounts to Zapier