Roofr + Thryv

Create new Thryv clients from ordered Roofr reports

Keep your client information updated effortlessly. When a new Roofr report is ordered, this workflow ensures that it instantly creates a new client in Thryv. This saves you valuable time from manually entering data, giving you more time to focus on your roofing business and customer service. Boost productivity and maintain accuracy in your client management tasks with this seamless integration.

Keep your client information updated effortlessly. When a new Roofr report is ordered, this workflow ensures that it instantly creates a new client in Thryv. This saves you valuable time from manually entering data, giving you more time to focus on your roofing business and customer service. Boost productivity and maintain accuracy in your client management tasks with this seamless integration.

  1. When this happens...
    RoofrRoofr
    Roofr Report Ordered

    Triggers when a Roofr report is ordered from a Job record.

    TriggerInstant
  2. automatically do this!
    ThryvThryv
    Create Client

    Creates a new client.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

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
thryv logo
thryv logo

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 more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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