Roofr + SmartSuite
Create new jobs and customers in Roofr for every new record created in SmartSuite
Streamline your roofing business operations effortlessly. With this workflow, as you create a new record in SmartSuite, it triggers the immediate creation of a customer and a job in Roofr. This eliminates the need for additional manual tasks, facilitating organized tracking of customer details and job orders. Enjoy enhanced efficiency and management in your daily operations.
Streamline your roofing business operations effortlessly. With this workflow, as you create a new record in SmartSuite, it triggers the immediate creation of a customer and a job in Roofr. This eliminates the need for additional manual tasks, facilitating organized tracking of customer details and job orders. Enjoy enhanced efficiency and management in your daily operations.
- When this happens...Create Record
Triggers when new record is created.
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
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