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Roofr + Vendasta

Roofr + Vendasta

Roofr + Vendasta integrations

Set up new triggers in Vendasta to create jobs and customers in Roofr

Initiate workflow from Vendasta to Roofr for an efficient business process. When a new task is started in Vendasta, this workflow creates a job and a customer in Roofr, ensuring a smooth transition and eliminating the need for manual data entry. Save time and foster productivity with this seamless integration.

  1. When this happens...
    Setup Vendasta as Trigger
    Setup Vendasta as Trigger
    Setup Vendasta as TriggerThis is a guide to help you set up Vendasta as the Trigger application in your Zapier workflows.
    TriggerPolling
  2. automatically do this!
    Create Job and Customer
    Create Job and Customer
    Create Job and CustomerCreates a job and customer on Roofr.
    ActionWrite
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More things you can do with Vendasta and Roofr

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

    • Note for Vendasta App as trigger
    Trigger
    Polling
    Try It
    • Automation ID
      Required
    Action
    Write
    • Create or update note
    • External ID
    • Platform account group ID
    • Company name
    • Street address line 1
    • Street address line 2
    • City/locality
    • State/province/region
    • Country
    • Zip/postal code
    • Additional Fields
    • Search note
    • Additional Search Fields
    • upsert_note
    • Overwrite Existing Data
    • Associate a Contact
    • Contact IDs for Association (Optional)
    • Return note
    • Return Fields
    Action
    Write
  • Roofr triggers, actions, and search
    Roofr Lead Created

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

    Trigger
    Instant
    Try It
    • Company or Contact IDs
      Required
    • Choose activity type
      Required
    • Check for existing activity based on an external identifier
    • Add team members
    • Add tags
    Action
    Write
    • Account ID
    • Customer Identifier
    • Search Existing
    • Business Name
    • Website
    • Categories
    • Country/Region
    • Address
    • State
    • City
    • Zip
    • Latitude
    • Longitude
    • Business Phone Number
    • Business Email
    • Toll Free Number
    • Short Description
    • Long Description
    • Facebook URL
    • Foursquare URL
    • LinkedIn URL
    • Twitter URL
    • Pinterest URL
    • Instagram URL
    • YouTube URL
    • Custom Fields
    • Return note
    • Return Fields
    Action
    Write
    • Create or update note
    • External ID
    • Email
    • Phone Number
    • First Name
    • Last Name
    • Job Title
    • Additional Fields
    • Search note
    • Additional Search Fields
    • upsert_note
    • Overwrite Existing Data
    • Associate a Company
    • Company ID for Association (Optional)
    • Return note
    • Return Fields
    Action
    Write
  • Roofr triggers, actions, and search
    Roofr Report Ordered

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

    Trigger
    Instant
    Try It
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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.
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Related categories
Sales & CRM
vendasta logo
vendasta logo
About Vendasta
Vendasta provides a single place for your sales teams to view key information about your customers.
Learn moreLearn moreHelpHelp
Related categories
Sales & CRM