Roofr + Trello

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.

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...
    RoofrRoofr
    Roofr Lead Created

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

    TriggerInstant
  2. automatically do this!
    TrelloTrello
    Create Card

    Adds a new card on a specific board and list.

    ActionWrite
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Supported triggers and actions

  • Roofr triggers, actions, and search

    Roofr Report Ordered

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

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

    Proposal Sent

    Triggers when a proposal is sent to a client.

    Trigger
    Instant
    Try It
  • 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

    • First NameRequired

    • Last NameRequired

    • Phone

    • Email

    • Assignee

    • AddressRequired

    • CityRequired

    • Province/StateRequired

    • Zip/Postal CodeRequired

    • CountryRequired

    Action
    Write
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
trello logo
trello logo

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Learn more

Related categories

  • Project Management

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