Roofr + Setmore Appointments
Create Roofr jobs and customers from new Setmore Appointments
When a new appointment is set in your Setmore Appointments app, this workflow springs into action creating both a job and a new customer profile in the Roofr app. This streamlines your tasks, ensuring important customer data and job details are instantly logged in Roofr every time you set an appointment. Save more time, reduce manual data entry, and optimize your roofing business operations with this highly-efficient workflow.
When a new appointment is set in your Setmore Appointments app, this workflow springs into action creating both a job and a new customer profile in the Roofr app. This streamlines your tasks, ensuring important customer data and job details are instantly logged in Roofr every time you set an appointment. Save more time, reduce manual data entry, and optimize your roofing business operations with this highly-efficient workflow.
- When this happens...New Appointment
Triggers when a new appointment is created.
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
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Appointment Deleted
Triggers when a appointment is deleted.
Try ItNew Appointment
Triggers when a new appointment is created.
Try ItAppointment Updated
Triggers when a appointment is updated.
Try ItFirst NameRequired
Last Name
Customer EmailRequired
Customer Mobile
Customer Country Code
Customer Address
Customer City
Customer State
Customer Zip
Start DateRequired
End Date
Notes