Roofr + Roofr
Roofr + Roofr
Roofr + Roofr integrations
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.
- When this happens...Roofr Report OrderedTriggers when a Roofr report is ordered from a Job record.
- automatically do this!Create Job and CustomerCreates a job and customer on Roofr.
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More things you can do with Roofr
Discover other triggers and actions you can use with Roofr
- Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try ItTriggerInstant - Proposal Lost
Triggers when a proposal is moved to lost by a user.
Try ItTriggerInstant - Proposal Signed
Triggers when a proposal is signed by a client.
Try ItTriggerInstant - Proposal Viewed
Triggers when a proposal is viewed by a client.
Try ItTriggerInstant
- Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try ItTriggerInstant - Proposal Sent
Triggers when a proposal is sent to a client.
Try ItTriggerInstant - Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Try ItTriggerInstant - External job id
- External customer id
- Job name
- First_nameRequired
- Last_nameRequired
- Phone
- Email
- Job owner
- Job assignees
- AddressRequired
- CityRequired
- Province/StateRequired
- Zip/Postal CodeRequired
- CountryRequired
ActionWrite
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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- Create new QuickBooks Online customers when Roofr proposals are signed
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- Create new Roofr jobs and customers from new Calendly invitees
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- 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
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- Create jobs and customers in Roofr for new leads in Pipedrive
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- Create or update persons in NiceJob when new proposals are sent in Roofr
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