Roofr
Create new jobs and customers in Roofr when reports are ordered
Automate your workflow with Roofr to streamline your roofing jobs. When a new report is ordered in Roofr, this automation will instantly create a job and customer within the platform. This ensures quick responses to client requests, helping you manage your projects efficiently and improve client satisfaction.
Automate your workflow with Roofr to streamline your roofing jobs. When a new report is ordered in Roofr, this automation will instantly create a job and customer within the platform. This ensures quick responses to client requests, helping you manage your projects efficiently and improve client satisfaction.
- When this happens...
Roofr Report OrderedTriggers when a Roofr report is ordered from a Job record.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
ActionWriteCreate a new record or update an existing record in your app.
- Free forever for core features
- 14 day trial for premium features & apps
Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Lost
Triggers when a proposal is moved to lost by a user.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Signed
Triggers when a proposal is signed by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Viewed
Triggers when a proposal is viewed by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Sent
Triggers when a proposal is sent to a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.External job id
External customer id
First NameRequired
Last NameRequired
Phone
Email
Job owner
Job assignees
AddressRequired
CityRequired
Province/StateRequired
Zip/Postal CodeRequired
CountryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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
Related Zap Templates
- Create new QuickBooks Online customers when Roofr proposals are signed
- Create or update persons in NiceJob when new proposals are sent in Roofr
- Create new Roofr jobs and customers from new Calendly invitees
- Manage new and updated JobNimbus jobs by creating jobs and customers in Roofr
- Create Roofr jobs and customers from new Facebook Lead Ads leads
- 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 Leap CRM 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 Leap CRM leads from new Roofr proposals sent
- Find and update HubSpot deals when new proposals are sent in Roofr
- Find and update Salesforce records when new Roofr proposals are sent
- Send Gmail emails when Roofr proposals are signed
- Find projects and add photos in CompanyCam for newly sent Roofr proposals
- Create Wave invoices for newly signed Roofr proposals
- Create Roofr jobs and customers from new Copper leads
- Create new HubSpot deals from sent Roofr proposals
- Add/update LeadConnector contacts when new Roofr proposals are sent
- Create Roofr jobs and customers from new FreshBooks clients
- Create HubSpot contacts for new Roofr report orders
- Create invoices in FreshBooks for newly signed Roofr proposals
- Create Roofr jobs and customers from new Airtable records
- Create AccuLynx leads from new Roofr report orders
- Create Roofr jobs and customers from new HubSpot companies
- Create Roofr jobs and customers from new or updated ActiveCampaign contacts
- Create Roofr jobs and customers for new Pipedrive activities
- Create jobs and customers in Roofr for new leads in Pipedrive
- Create Roofr jobs and customers from new Klaviyo events
- Create Roofr jobs and customers for new or updated Zoho CRM contacts
- Create Roofr jobs and customers from new Close contacts
- Create Roofr jobs and customers from updated Keap contacts
- Create jobs and customers in Roofr from updated persons in Copper
- Create Roofr jobs and customers from new Clio contacts
- Create Roofr jobs and customers from new Clio activities
- Create Roofr jobs and customers from new Microsoft Dynamics 365 CRM leads
- Create Roofr jobs and customers from new 17hats contacts
- Update Roofr jobs and customers when contacts are updated in 17hats
- Create Roofr jobs and customers from new Marketo leads
- Create jobs and customers in Roofr for new contacts in Zoho Campaigns
- Create Roofr jobs and customers from new Redtail CRM contacts
- Create Roofr jobs and customers from new or updated Capsule CRM contacts
- Create jobs and customers in Roofr for new or updated opportunities in Capsule CRM
- Create Roofr jobs and customers from new Teamleader Focus contacts
- Create Roofr jobs and customers from new Teamleader Focus companies
- Create Roofr jobs and customers from new Credit Repair Cloud leads
- Create Roofr jobs and customers for new Credit Repair Cloud clients
- Create Paycove invoices for newly signed Roofr proposals
- Create Roofr jobs and customers when new contracts are signed in Solo
- Create and update LeadConnector contacts when new Roofr leads are created
- Create jobs and customers in Roofr when LeadConnector pipeline stages change
- Create new leads in AccuLynx for each new lead created in Roofr
- Create jobs and customers in Roofr for new appointments in WooSender
- Move Roofr's signed proposals to WooSender's pipeline/stage as new opportunities
- Create new Roofr jobs and customers from new or updated rows in Google Sheets
- Move lost proposals from Roofr to the pipeline or stage in WooSender as new opportunities
- Update Mailchimp subscribers when new proposals are sent in Roofr
- Create jobs and customers in Roofr for new leads in Leap CRM
- Create or update persons in NiceJob when new proposals are signed in Roofr
- Create new Roofr jobs and customers from new Jobber clients
- Create new Roofr jobs and customers from new Google Sheets rows
- Create spreadsheet rows in Google Sheets for new proposals sent in Roofr
- Create and update Mailchimp subscribers when new Roofr leads are generated
- Create new HubSpot contacts from newly created Roofr leads
- Create new records in Quickbase whenever new reports are ordered in Roofr
- Create new Roofr jobs and customers from new CompanyCam projects
- Create jobs and customers in Roofr for new clients in Thryv
- Create new Thryv clients when proposals are signed in Roofr
- Create new HubSpot submissions each time new Roofr leads are created
- Create new SumoQuote projects from newly created Roofr leads
- Send sms notifications for newly created Roofr leads with SMS by Zapier
- Send sms via SMS by Zapier when new proposals are viewed in Roofr
- Send new Roofr leads to Gmail as emails
- Send sms for new signed proposals in Roofr with SMS by Zapier
- Create jobs and customers in Roofr from new leads in Get The Referral
- Create new jobs and customers in Roofr for every new record created in SmartSuite
- Create jobs and customers in Roofr from new Zoho CRM module entries
- Create jobs and customers in Roofr for new customers in Square
- Add new Roofr leads to Google Sheets rows effortlessly
- Create new Google Calendar events once new Roofr leads are generated
- Create jobs and customers in Roofr for new or updated leads in SalesRabbit
- Create new Roofr jobs and customers from new contacts in your Popl account
- Create new JobNimbus jobs from sent Roofr proposals
- Create and manage Roofr jobs and customers from new or updated ProLine projects
- Create new JobNimbus contacts from new Roofr leads
- Manage lost proposals in Roofr by updating opportunities in LeadConnector
- Create new AccuLynx leads from signed Roofr proposals
- Send outbound emails for new leads created in Roofr with Email by Zapier
- Send new Roofr proposals and create corresponding attachments in JobNimbus
- Create or update ProLine contacts when new Roofr leads are created
- Create or update ProLine projects when new Roofr leads are created
- Create jobs and customers in Roofr from new or updated contacts in ProLine
- Manage new QuickBooks Online customers by creating jobs and customers in Roofr
- Order new Roofr reports and send postcards through DOPE360 in one go
- Manage new and updated JobNimbus contacts by creating corresponding jobs and customers in Roofr
- Create new Roofr jobs and customers from new Gravity Forms submissions
- Start new Thryv conversations when proposals are signed in Roofr
- Create new jobs and customers in Roofr for each new appointment in Acuity Scheduling
- Send outbound emails in Email by Zapier when new proposals are signed in Roofr
Related Zap Templates
- Create new QuickBooks Online customers when Roofr proposals are signed
- Manage new and updated JobNimbus jobs by creating jobs and customers in Roofr
- Create jobs and customers in Roofr from new leads in Nextdoor
- Update contacts in Job Nimbus when new proposals are sent in Roofr
- Find and update HubSpot deals when new proposals are sent in Roofr
- Find projects and add photos in CompanyCam for newly sent Roofr proposals
- Create new HubSpot deals from sent Roofr proposals
- Create HubSpot contacts for new Roofr report orders
- Create AccuLynx leads from new Roofr report orders
- Create Roofr jobs and customers for new Pipedrive activities
- Create Roofr jobs and customers for new or updated Zoho CRM contacts
- Create jobs and customers in Roofr from updated persons in Copper
- Create Roofr jobs and customers from new Microsoft Dynamics 365 CRM leads
- Create Roofr jobs and customers from new Marketo leads
- Create Roofr jobs and customers from new or updated Capsule CRM contacts
- Create Roofr jobs and customers from new Teamleader Focus companies
- Create Paycove invoices for newly signed Roofr proposals
- Create jobs and customers in Roofr when LeadConnector pipeline stages change
- Move Roofr's signed proposals to WooSender's pipeline/stage as new opportunities
- Update Mailchimp subscribers when new proposals are sent in Roofr
- Create new Roofr jobs and customers from new Jobber clients
- Create and update Mailchimp subscribers when new Roofr leads are generated
- Create new Roofr jobs and customers from new CompanyCam projects
- Create new HubSpot submissions each time new Roofr leads are created
- Send sms via SMS by Zapier when new proposals are viewed in Roofr
- Create jobs and customers in Roofr from new leads in Get The Referral
- Create jobs and customers in Roofr for new customers in Square
- Create jobs and customers in Roofr for new or updated leads in SalesRabbit
- Create and manage Roofr jobs and customers from new or updated ProLine projects
- Create new AccuLynx leads from signed Roofr proposals
- Create or update ProLine contacts when new Roofr leads are created
- Manage new QuickBooks Online customers by creating jobs and customers in Roofr
- Create new Roofr jobs and customers from new Gravity Forms submissions
- Send outbound emails in Email by Zapier when new proposals are signed in Roofr
Â
- Create or update persons in NiceJob when new proposals are sent in Roofr
- Create Roofr jobs and customers from new Facebook Lead Ads leads
- Create contacts in JobNimbus from new proposals in Roofr
- Create Acculynx leads from newly sent Roofr proposals
- Find and update Salesforce records when new Roofr proposals are sent
- Create Wave invoices for newly signed Roofr proposals
- Add/update LeadConnector contacts when new Roofr proposals are sent
- Create invoices in FreshBooks for newly signed Roofr proposals
- Create Roofr jobs and customers from new HubSpot companies
- Create jobs and customers in Roofr for new leads in Pipedrive
- Create Roofr jobs and customers from new Close contacts
- Create Roofr jobs and customers from new Clio contacts
- Create Roofr jobs and customers from new 17hats contacts
- Create jobs and customers in Roofr for new contacts in Zoho Campaigns
- Create jobs and customers in Roofr for new or updated opportunities in Capsule CRM
- Create Roofr jobs and customers from new Credit Repair Cloud leads
- Create Roofr jobs and customers when new contracts are signed in Solo
- Create new leads in AccuLynx for each new lead created in Roofr
- Create new Roofr jobs and customers from new or updated rows in Google Sheets
- Create jobs and customers in Roofr for new leads in Leap CRM
- Create new Roofr jobs and customers from new Google Sheets rows
- Create new HubSpot contacts from newly created Roofr leads
- Create jobs and customers in Roofr for new clients in Thryv
- Create new SumoQuote projects from newly created Roofr leads
- Send new Roofr leads to Gmail as emails
- Create new jobs and customers in Roofr for every new record created in SmartSuite
- Add new Roofr leads to Google Sheets rows effortlessly
- Create new Roofr jobs and customers from new contacts in your Popl account
- Create new JobNimbus contacts from new Roofr leads
- Send outbound emails for new leads created in Roofr with Email by Zapier
- Create or update ProLine projects when new Roofr leads are created
- Order new Roofr reports and send postcards through DOPE360 in one go
- Start new Thryv conversations when proposals are signed in Roofr
Â
- Create new Roofr jobs and customers from new Calendly invitees
- Create new CompanyCam projects from new Roofr leads
- Create Leap CRM customers from newly sent proposals in Roofr
- Create Leap CRM leads from new Roofr proposals sent
- Send Gmail emails when Roofr proposals are signed
- Create Roofr jobs and customers from new Copper leads
- Create Roofr jobs and customers from new FreshBooks clients
- Create Roofr jobs and customers from new Airtable records
- Create Roofr jobs and customers from new or updated ActiveCampaign contacts
- Create Roofr jobs and customers from new Klaviyo events
- Create Roofr jobs and customers from updated Keap contacts
- Create Roofr jobs and customers from new Clio activities
- Update Roofr jobs and customers when contacts are updated in 17hats
- Create Roofr jobs and customers from new Redtail CRM contacts
- Create Roofr jobs and customers from new Teamleader Focus contacts
- Create Roofr jobs and customers for new Credit Repair Cloud clients
- Create and update LeadConnector contacts when new Roofr leads are created
- Create jobs and customers in Roofr for new appointments in WooSender
- Move lost proposals from Roofr to the pipeline or stage in WooSender as new opportunities
- Create or update persons in NiceJob when new proposals are signed in Roofr
- Create spreadsheet rows in Google Sheets for new proposals sent in Roofr
- Create new records in Quickbase whenever new reports are ordered in Roofr
- Create new Thryv clients when proposals are signed in Roofr
- Send sms notifications for newly created Roofr leads with SMS by Zapier
- Send sms for new signed proposals in Roofr with SMS by Zapier
- Create jobs and customers in Roofr from new Zoho CRM module entries
- Create new Google Calendar events once new Roofr leads are generated
- Create new JobNimbus jobs from sent Roofr proposals
- Manage lost proposals in Roofr by updating opportunities in LeadConnector
- Send new Roofr proposals and create corresponding attachments in JobNimbus
- Create jobs and customers in Roofr from new or updated contacts in ProLine
- Manage new and updated JobNimbus contacts by creating corresponding jobs and customers in Roofr
- Create new jobs and customers in Roofr for each new appointment in Acuity Scheduling