Roofr + Thryv

Roofr + Thryv integrations

Start new Thryv conversations when proposals are signed in Roofr

When a proposal gets signed in Roofr, start a new conversation instantly in Thryv. This workflow seamlessly connects Roofr and Thryv, eliminating the need to manually initiate communication. It improves efficiency and allows you to immediately follow up on successful proposals, facilitating quicker client interactions and streamlined project processing.

When this happens...
Proposal SignedTriggers when a proposal is signed by a client.
TriggerInstant
automatically do this!
Create ConversationCreates a new conversation.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Roofr and Thryv

Discover other triggers and actions you can use with Roofr and Thryv

Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Trigger
Instant
Try It
Proposal Lost
Triggers when a proposal is moved to lost by a user.
Trigger
Instant
Try It
Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
Try It
Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
Try It
New Appointment
Triggers when a new appointment is created.
Trigger
Instant
Try It

New Invoice
Triggers when a new invoice is issued.
Trigger
Instant
Try It
- Start Time
  Required
- End Time
  Required
- Title
  Required
- Notes
Action
Write

- Client
  Required
- Title
  Required
- Body
  Required
- Source
- Source URL
Action
Write
- Email Address
  Required
- First Name
  Required
- Last Name
- 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
Action
Search or write

Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Trigger
Instant
Try It
Proposal Sent
Triggers when a proposal is sent to a client.
Trigger
Instant
Try It
Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Trigger
Instant
Try It
- 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
New Client
Triggers when new client is created.
Trigger
Instant
Try It
New Payment
Triggers when a new payment is created.
Trigger
Instant
Try It
- First Name
  Required
- 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
Action
Write
- Email
  Required
Action
Search

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 moreLearn moreHelpHelp

Related categories

Sales & CRM

About Thryv

Thryv is an all-in-one management software built for small business. It integrates essential business functions like payments, marketing, and CRM.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create new Thryv clients from sent Roofr proposals