Roofr + WooSender

Roofr + WooSender integrations

Create jobs and customers in Roofr for new appointments in WooSender

Keep your roofing business efficient with seamless coordination between WooSender and Roofr. As soon as a new appointment is booked in WooSender, this workflow sets up a new job and customer in Roofr. No manual data entry means you can focus on providing top-notch service while getting better organization and saving time.

When this happens...
Appointment CreatedAppointment Created By WooSender
TriggerInstant
automatically do this!
Create Job and CustomerCreates a job and customer on Roofr.
ActionWrite

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More things you can do with WooSender and Roofr

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

Appointment Cancelled
Appointment Cancelled By WooSender
Trigger
Instant
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Appointment Updated
Appointment Updated By WooSender
Trigger
Instant
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New Contact
Triggers when a new contact has been added on WooSender.
Trigger
Instant
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- Pipeline
  Required
- Stage
  Required
Trigger
Instant
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- Tags
  Required
Trigger
Instant
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- Title
  Required
- Start time
  Required
- End time
  Required
- Appointment Assignee
- Description
- Contact ID
- Contact Email
- Contact Phone Number
- Contact Assignee
- Campaign
- Pipeline
- Stages
Action
Write
- Full Name
- First Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Tag
- Note
- Company
- Revenue
- Timezone
Action
Write

- Id
  Required
- Title
  Required
- Start time
  Required
- End Time
  Required
- Appointment Assignee
  Required
- Contact ID
- Contact Email
- Contact Phone Number
- Description
- Call Contact Automatically
- Resend notification based on the appointment changes
Action
Write
- First search property name
- Second search property name
- Third search property name
Action
Search
- First search property name
- Second search property name
- Third search property name
- Full Name
- First Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Tag
- Note
- Company
- Revenue
- Timezone
Action
Search or write
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
- 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

Appointment Created
Appointment Created By WooSender
Trigger
Instant
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Marked as Attention
Triggers when contacts were marked as attention
Trigger
Instant
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- Pipeline
  Required
- Stage
  Required
Trigger
Instant
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- Tags
  Required
Trigger
Instant
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- Contact ID
- Contact Email
- Contact Phone Number
- Opportunity Name
- Same As Contact Name
  Required
- Heat Score
  Required
- Value
- Pipeline
  Required
- Stage
  Required
- Numbers Of Products
  Required
- Update all fields if an opportunity already exists in the same pipeline
  Required
Action
Write
- Full Name
- First Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Note
- Tag
- Company
- Revenue
- Timezone
Action
Write
- Contact ID
  Required
Action
Write
- Contact ID
  Required
- Full Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Tag
- Note
- Company
- Revenue
- Timezone
Action
Write
- First search property name
- Second search property name
- Third search property name
Action
Search
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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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 moreLearn moreHelpHelp

Related categories

Sales & CRM

About WooSender

WooSender is a communication tool that helps you start, converse, and book more appointments on autopilot for your business through SMS, email, live chat, phone calls, and more.

Learn moreLearn moreHelpHelp

Related categories

Marketing

Related Zap Templates

Move Roofr's signed proposals to WooSender's pipeline/stage as new opportunities

Move lost proposals from Roofr to the pipeline or stage in WooSender as new opportunities