ProLine + Roofr

Create and manage Roofr jobs and customers from new or updated ProLine projects

Streamline your project management by linking ProLine and Roofr apps with this efficient workflow. Whenever a new project is created or updated in ProLine, this automation immediately creates a corresponding job and customer in the Roofr app. Save time, eliminate manual data entry, and ensure your Roofr records always reflect the latest updates from your ProLine projects.

When this happens...
Project Created or Updated
Triggers when a project is created or updated.
TriggerInstant
automatically do this!
Create Job and Customer
Creates a job and customer on Roofr.
ActionWrite

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Supported triggers and actions

Chargeback Complete
Triggers when a chargeback reaches its final status. Final status can be either Won or Lost.
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- Trigger on...Required
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- Trigger OnRequired
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- Trigger on...Required
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Instant
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- Trigger on...Required
- Stage [Filter]
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Refund Complete
Triggers when a refund reaches its final status. Final status can be either Complete or Failed.
Trigger
Instant
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- Contact ID
- Project ID
- Notification (Main)Required
- Notification (Extended)
Action
Write

- Contact IDRequired
- User
- Call TypeRequired
- Call Duration
- Recording
- Voicemail
- External ID
- Call Note
Action
Write
- Contact ID
- First Name
- Last Name
- Organization
- Phone
- Email
- Contact Type
- Lead Source
- Contact Tags
- Notes
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Campaign
- Assignee
- External ID
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Date 1
- Custom Date 2
- Custom Date 3
- Time Zone
Action
Write
- Project | Edit by Project ID
- Project | Edit by External ID
- Project | Edit by Contact
- Project | Name
- Project | Location
- Project | Area
- Project | Main Assignee
- Project | Inside Sales Assignee
- Project | Production Assignee
- Project | Accounting Assignee
- Project | Move to Stage
- Project | Start Campaign
- Project | Address Line 1
- Project | Address Line 2
- Project | City
- Project | State
- Project | Zip
- Project | Category
- Project | Type
- Project | Services
- Project | Tags
- Project | Custom Field 1
- Project | Custom Field 2
- Project | Custom Field 3
- Project | Custom Field 4
- Project | Custom Field 5
- Project | Custom Field 6
- Project | Custom Field 7
- Project | Notes
- Project | New External ID
- Contact | Contact ID
- Contact | First Name
- Contact | Last Name
- Contact | Full Name
- Contact | Phone
- Contact | Email
- Contact | Type
- Contact | Lead Source
- Contact | Tags
- Event | Edit by External ID
- Event | New External ID
- Event | Start Date
- Event | Event Type
- Event | Time Zone
- Event | External Reschedule Link
- Event | Exclude From Integration
Action
Write
- Project IDRequired
- File URLRequired
- File Name
Action
Write
- Contact ID
- Phone
- Email
- Address Line 1
- Address Line2
- City
- State
- Zip Code
Action
Search
- Proline ID
- Organization External ID
- Primary Contact ID
- [FILTER] Organization Stage
- Organization Name
- Organization Address
Action
Search
- ProLine Number
- User Email
- Display Name
Action
Search
- Proline ID
- Organization External ID
- Primary Contact ID
- [FILTER] Organization Stage
- Organization Name
- Organization Address
- Organization ID
- Organization External ID
- Organization NameRequired
- Organization TypeRequired
- Organization StageRequired
- Assignee
- Primary Contact | Contact ID
- Primary Contact | First Name
- Primary Contact | Last Name
- Primary Contact | Phone Number
- Primary Contact | Email
- Primary Contact | Type
- Primary Contact | Lead Source
- Primary Contact | Tags
- Other Contacts | List of Contact IDs
- Address 1
- Address 2
- City
- State
- Zip
- Notes
Action
Search or write
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.
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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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- Trigger on...Required
Trigger
Instant
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- Trigger on...Required
- Organization Stage [Filter]
Trigger
Instant
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- Trigger on...Required
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Instant
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Payment Complete
Triggers when a payment reaches its final status. Final status can be either Complete or Failed.
Trigger
Instant
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- Trigger on...Required
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Instant
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- Zapier Trigger StepRequired
Trigger
Instant
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- Event IDRequired
Action
Write
- Contact IDRequired
- User
- Message TypeRequired
- Message BodyRequired
- Message Note
- External ID
Action
Write
- Organization ID
- Organization External ID
- Organization NameRequired
- Organization TypeRequired
- Organization StageRequired
- Assignee
- Primary Contact | Contact ID
- Primary Contact | First Name
- Primary Contact | Last Name
- Primary Contact | Phone Number
- Primary Contact | Email
- Primary Contact | Type
- Primary Contact | Lead Source
- Primary Contact | Tags
- Other Contacts | List of Contact IDs
- Address 1
- Address 2
- City
- State
- Zip
- Notes
Action
Write
- Event ID
- Project ID
- Start DateRequired
- Event Type
- Assignee
- Contact Time Zone
- External ID
- External Reschedule Link
- Exclude From Integration
Action
Write
- Team Member IDRequired
- Start DateRequired
- End DateRequired
- Event TypeRequired
Action
Search
- Event ID
- External ID
- Project ID
- Start Date
- [FILTER] Event Type
- [FILTER] Assignee
Action
Search
- Project ID
- Project External ID
- Main Contact ID
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- [FILTER] Project Stage
- [FILTER] Project Status
Action
Search
- Contact ID
- Phone
- Email
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- First Name
- Last Name
- Organization
- Contact Type
- Lead Source
- Contact Tags
- Notes
- Campaign
- Assignee
- External ID
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Date 1
- Custom Date 2
- Custom Date 3
- Time Zone
Action
Search or write
- Project | Edit by Project ID
- Project External ID
- Contact | Contact ID
- Project | Address Line 1
- Project | Address Line 2
- Project | City
- Project | State
- Project | Zip
- Project | Move to Stage
- [FILTER] Project Status
- Project | Edit by External ID
- Project | Edit by Contact
- Project | Name
- Project | Location
- Project | Area
- Project | Main Assignee
- Project | Inside Sales Assignee
- Project | Production Assignee
- Project | Accounting Assignee
- Project | Start Campaign
- Project | Category
- Project | Type
- Project | Services
- Project | Tags
- Project | Custom Field 1
- Project | Custom Field 2
- Project | Custom Field 3
- Project | Custom Field 4
- Project | Custom Field 5
- Project | Custom Field 6
- Project | Custom Field 7
- Project | Notes
- Project | New External ID
- Contact | First Name
- Contact | Last Name
- Contact | Full Name
- Contact | Phone
- Contact | Email
- Contact | Type
- Contact | Lead Source
- Contact | Tags
- Event | Edit by External ID
- Event | New External ID
- Event | Start Date
- Event | Event Type
- Event | Time Zone
- Event | External Reschedule Link
- Event | Exclude From Integration
Action
Search or write
Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
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Instant
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Proposal Sent
Triggers when a proposal is sent to a client.
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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
- First NameRequired
- Last NameRequired
- Phone
- Email
- Assignee
- AddressRequired
- CityRequired
- Province/StateRequired
- Zip/Postal CodeRequired
- CountryRequired
Action
Write

About ProLine

ProLine is a messaging automation platform for contractors.

Learn more

Related categories

Sales & CRM

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 more

Related categories

Sales & CRM

Related Zap Templates

Create or update ProLine contacts when new Roofr leads are created

Create or update ProLine projects when new Roofr leads are created

Create jobs and customers in Roofr from new or updated contacts in ProLine

ProLine + Roofr

Create and manage Roofr jobs and customers from new or updated ProLine projects

Chargeback Complete

Contact Created or Updated

Event Created or Updated

Order Sent or Accepted

Project Created or Updated

Refund Complete

Create Notification Activity

Create Call Activity

Create or Update Contact

Create or Update Project

Upload File to Project

Find Contact

Find Organization

Find Team Member

Find or Create Org

Roofr Lead Created

Proposal Lost

Proposal Signed

Proposal Viewed

New Communication Activity

Organization Created or Updated

Invoice Sent or Paid

Payment Complete

Quote Sent or Approved

Zapier Trigger Step Occurs

Cancel Event

Create Message Activity

Create or Update Organization

Create or Update Event

Check Availability

Find Event

Find Project

Find or Create Contact

Find or Create Project

Roofr Report Ordered

Proposal Sent

Proposal Total Adjusted

Create Job and Customer

About ProLine

Related categories

About Roofr

Related categories

Related Zap Templates

Related Zap Templates