Roofr + SmartSuite

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.
TriggerInstant
automatically do this!
Create Job and CustomerCreates a job and customer on Roofr.
ActionWrite

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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

- Solution
  Required
- Table
  Required
Trigger
Instant
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- Solution
  Required
- Table
  Required
Action
Write
- Solution
  Required
Action
Write
Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
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Proposal Lost
Triggers when a proposal is moved to lost by a user.
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Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
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- Solution
  Required
- Table
  Required
Trigger
Instant
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- Solution
  Required
Action
Write
- Solution
  Required
- Table
  Required
- Record
  Required
Action
Write
Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent to a client.
Trigger
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Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
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- External job id
- External customer id
- Job name
- First_name
  Required
- Last_name
  Required
- Phone
- Email
- Job owner
- Job assignees
- Address
  Required
- City
  Required
- Province/State
  Required
- Zip/Postal Code
  Required
- Country
  Required
Action
Write

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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Related categories

Sales & CRM

About SmartSuite

SmartSuite is transforming how organizations get work done by providing a collaborative Work Management platform that enables teams to plan, track and manage workflows - whether it be a project, an ongoing process or routine everyday tasks.

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Related categories

Productivity