Roofr + Typeform

Create Roofr jobs and customers from new Typeform entries

This automation enables every new response submitted on a Typeform form to automatically create a job and a new customer profile on Roofr. By connecting Typeform and Roofr, manual data entry is minimized, ensuring speedy updates and responses. This is an ideal solution for those seeking to efficiently manage customer details and jobs-related information within Roofr.

This automation enables every new response submitted on a Typeform form to automatically create a job and a new customer profile on Roofr. By connecting Typeform and Roofr, manual data entry is minimized, ensuring speedy updates and responses. This is an ideal solution for those seeking to efficiently manage customer details and jobs-related information within Roofr.

  1. When this happens...
    TypeformTypeform
    New Entry

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    RoofrRoofr
    Create Job and Customer

    Creates a job and customer on Roofr.

    ActionWrite
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Supported triggers and actions

    • title of your formRequired

    • Choose Workspace To Create This Form In, leave it blank for default workspace

    Action
    Write
    • Form To Update Question inRequired

    • Please provide list of choices

    Action
    Write
    • FormRequired

    • responses submitted since the specified date and time.

    • responses submitted until the specified date and time.

    • search for responses that include the specified string.

    • search for responses that are complete.

    • maximum number of responses to fetch (default: 25, max: 1000)

    Action
    Search
  • Roofr triggers, actions, and search

    Roofr Report Ordered

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

    Trigger
    Instant
    Try It
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
typeform logo
typeform logo

About Typeform

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.
Learn more

Related categories

  • Forms & Surveys

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