Roofr + WPForms
Roofr + WPForms
Create jobs and customers in Roofr for every new WPForms entry
When a new form entry is added in WPForms, this workflow simplifies your process by creating a job and customer directly in the Roofr app. Streamline your roof contracting operations with this effortless and efficient system. Enjoy the seamless transmission of crucial details from your forms to job and customer creation, ensuring you never miss an important potential client update in your roofing business.
- When this happens...New Form EntryTriggers when a form entry is submitted.
- automatically do this!Create Job and CustomerCreates a job and customer on Roofr.
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More things you can do with WPForms and Roofr
Discover other triggers and actions you can use with WPForms and Roofr
- FormRequired
Try ItTriggerInstant- Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try ItTriggerInstant - Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try ItTriggerInstant - Proposal Sent
Triggers when a proposal is sent to a client.
Try ItTriggerInstant
- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite- Job Workflow Stage Changed
Triggers when a job moves to a different workflow stage.
Try ItTriggerInstant - Proposal Lost
Triggers when a proposal is moved to lost by a user.
Try ItTriggerInstant - Proposal Signed
Triggers when a proposal is signed by a client.
Try ItTriggerInstant
