Create jobs and customers in Roofr for new clients in Thryv
Easily manage your roofing business with this powerful Thryv and Roofr integration. When a new client is added in Thryv, this workflow promptly creates a job and a customer in Roofr, organizing your process efficiently. Scale your business with this streamlined approach, removing the need for manual tasks and maximizing productivity.
Easily manage your roofing business with this powerful Thryv and Roofr integration. When a new client is added in Thryv, this workflow promptly creates a job and a customer in Roofr, organizing your process efficiently. Scale your business with this streamlined approach, removing the need for manual tasks and maximizing productivity.
- When this happens...New Client
Triggers when new client is created.
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
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New Appointment
Triggers when a new appointment is created.
Try ItNew Invoice
Triggers when a new invoice is issued.
Try ItStart TimeRequired
End TimeRequired
TitleRequired
Notes
ClientRequired
TitleRequired
BodyRequired
Source
Source URL
New Client
Triggers when new client is created.
Try ItNew Payment
Triggers when a new payment is created.
Try ItFirst NameRequired
Last Name
Email Address
Phone Number
Address
Country Name
Timezone
Custom Identifer
Notes
Source
Source URL
Facebook Profile URL
LinkedIn Profile URL
Twitter Profile URL
Google Plus Profile URL
EmailRequired