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1. Choose trigger event

2. Choose action

1. Select the event

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Roofr Lead Created" from Roofr.

Add your action

An action happens after the trigger—such as "Bulk SMS" in TxtSync.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Connect Roofr and TxtSync to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Trigger
Instant
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Proposal Lost
Triggers when a proposal is moved to lost by a user.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
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New Inbound SMS
Triggers on inbound SMS.
Trigger
Instant
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- From
  Required
- Tag
  Required
- Message
  Required
Action
Write
- First Name
- Last Name
- Mobile Number
- Company Name
- External Reference
- Email Address
- Address Line1
- Address Line2
- City
  Required
- County
- Postcode
- Country
  Required
- Tag Names
- Custom01
- Custom02
- Custom03
- Custom04
- Custom05
- AllowSMS
Action
Write
- Full Name
- Mobile Number
- External Reference
Action
Search

Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent to a client.
Trigger
Instant
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Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Trigger
Instant
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- External job id
- External customer id
- First_name
  Required
- Last_name
  Required
- Phone
- Email
- Assignee
- Address
  Required
- City
  Required
- Province/State
  Required
- Zip/Postal Code
  Required
- Country
  Required
Action
Write
New Outbound SMS
Triggers on outbound SMS. Please note to protect you from potentially causing an infinite loop of sending SMS, the Outbound SMS trigger is not invoked when sending an SMS from Zapier
Trigger
Instant
Try It
- Contact
  Required
- First Name
- Last Name
- Mobile Number
- Company Name
- External Reference
- Email Address
- Address Line1
- Address Line2
- City
  Required
- County
- Postcode
- Country
  Required
- Tag Names
- Custom01
- Custom02
- Custom03
- Custom04
- Custom05
- AllowSMS
Action
Write
- From
  Required
- To
  Required
- Message
  Required
Action
Write
- Full Name
- Mobile Number
- External Reference
- First Name
- Last Name
- Company Name
- Email Address
- Address Line1
- Address Line2
- City
  Required
- County
- Postcode
- Country
  Required
- Tag Names
- Custom01
- Custom02
- Custom03
- Custom04
- Custom05
- AllowSMS
Action
Search or write

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.

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About TxtSync

TxtSync is an SMS platform that allows applications to easily, and reliably send and receive low cost SMS globally.

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