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Roofr + Trello

Roofr + Trello

Roofr + Trello integrations

Create new Trello cards every time new leads are created in Roofr

When a new lead is generated in Roofr, streamline your workflow by creating a corresponding card in Trello. This hands-off approach ensures every new prospect from Roofr is effortlessly tracked in your Trello board, keeping your sales activities organized and timely; no manual data entry required. Optimize your roofing business' lead management process with this efficient productivity automation.

  1. When this happens...
    Roofr Lead Created
    Roofr Lead Created
    Roofr Lead CreatedTriggers when a new lead is submitted via a Roofr Instant Estimator.
  2. automatically do this!
    Create Card
    Create Card
    Create CardAdds a new card on a specific board and list.
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More things you can do with Roofr and Trello

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

  • Roofr triggers, actions, and search
    Roofr Lead Created

    Triggers when a new lead is submitted via a Roofr Instant Estimator.

    Trigger
    Instant
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  • Roofr triggers, actions, and search
    Proposal Lost

    Triggers when a proposal is moved to lost by a user.

    Trigger
    Instant
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  • Roofr triggers, actions, and search
    Proposal Signed

    Triggers when a proposal is signed by a client.

    Trigger
    Instant
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  • Roofr triggers, actions, and search
    Proposal Viewed

    Triggers when a proposal is viewed by a client.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search
    Roofr Report Ordered

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

    Trigger
    Instant
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  • Roofr triggers, actions, and search
    Proposal Sent

    Triggers when a proposal is sent to a client.

    Trigger
    Instant
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  • Roofr triggers, actions, and search
    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
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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.
Related categories
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About Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
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