Roofr + SmartSuite integrations
Create new jobs and customers in Roofr for every new record created in SmartSuite
Streamline your roofing business operations effortlessly. With this workflow, as you create a new record in SmartSuite, it triggers the immediate creation of a customer and a job in Roofr. This eliminates the need for additional manual tasks, facilitating organized tracking of customer details and job orders. Enjoy enhanced efficiency and management in your daily operations.
- When this happens...Create RecordTriggers when new record is created.
- automatically do this!Create Job and CustomerCreates a job and customer on Roofr.
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More things you can do with SmartSuite and Roofr
Discover other triggers and actions you can use with SmartSuite and Roofr
- SolutionRequired
- TableRequired
Try ItTriggerInstant- SolutionRequired
- TableRequired
ActionWrite- SolutionRequired
ActionWrite- Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
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- SolutionRequired
- TableRequired
Try ItTriggerInstant- SolutionRequired
ActionWrite- SolutionRequired
- TableRequired
- RecordRequired
ActionWrite- Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
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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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