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Connect RooR to Roofr and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
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Select a trigger from RooR

A trigger is an event that starts your Zap and runs the workflow."
A trigger is the event that kicks off your automated workflow.

Setup an action from Roofr

An action is what takes place after the automation is triggered. For example, with Roofr, the action could be "Create Job and Customer."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected RooR to Roofr

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Triggers and actions are the main components of every automated workflow.

Connect RooR and Roofr 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.

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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.
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Connect RooR and Roofr to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Start here
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Choose an Action

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.

    • Campaign ID
      Required
    • Phone Number
      Required
    • First Name
    • Last Name
    • Email
    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
  • Roofr triggers, actions, and search
    Proposal Sent

    Triggers when a proposal is sent to a client.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search
    Proposal Total Adjusted

    Triggers when a marked as won proposal has its total adjusted.

    Trigger
    Instant
    Try It
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About RooR
RooR is an easy to use SMS and Voice platform that handles all your communication needs.
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Related categories
  • Phone & SMS
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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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