Roofr + SignNow

Create new Roofr jobs and customers upon completion of SignNow documents

When a document is finalized in SignNow, streamline your workflow by instantly creating a job and customer profile in Roofr. This automation helps you ensure smooth progression from contract completion to job creation, saving you time and minimizing manual data entry. Ideal for roofers and contract managers, it provides a seamless transition to kick-start your projects.

When a document is finalized in SignNow, streamline your workflow by instantly creating a job and customer profile in Roofr. This automation helps you ensure smooth progression from contract completion to job creation, saving you time and minimizing manual data entry. Ideal for roofers and contract managers, it provides a seamless transition to kick-start your projects.

  1. When this happens...
    SignNowSignNow
    Document Completed

    Triggers when all signers have filled in and signed the document.

    TriggerInstant
  2. automatically do this!
    RoofrRoofr
    Create Job and Customer

    Creates a job and customer on Roofr.

    ActionWrite
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Supported triggers and actions

  • SignNow triggers, actions, and search

    Document Deleted

    Triggers when a document has been deleted.

    Trigger
    Instant
    Try It
    • Return PDF of DocumentRequired

    • Return Document HistoryRequired

    Trigger
    Instant
    Try It
    • TemplateRequired

    • Document NameRequired

    • FromRequired

    • ToRequired

    • Subject

    • Message

    • Redirect After Signing

    Action
    Write
    • Template GroupRequired

    • Document Group NameRequired

    • FromRequired

    • CC

    • Subject

    • Message

    • Redirect After Signing

    • On Completion

    • Line Wrapping

    Action
    Write
roofr logo
roofr logo

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 more

Related categories

  • Sales & CRM
signnow logo
signnow logo

About SignNow

SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.

Related categories

  • Signatures