Roofr + WooSender

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 Created
Appointment Created By WooSender
TriggerInstant
automatically do this!
Create Job and Customer
Creates a job and customer on Roofr.
ActionWrite

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Supported triggers and actions

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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- PipelineRequired
- StageRequired
Trigger
Instant
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- TagsRequired
Trigger
Instant
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- TitleRequired
- Start timeRequired
- End timeRequired
- 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

- IdRequired
- TitleRequired
- Start timeRequired
- End TimeRequired
- Appointment AssigneeRequired
- 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
- First NameRequired
- Last NameRequired
- Phone
- Email
- Assignee
- AddressRequired
- CityRequired
- Province/StateRequired
- Zip/Postal CodeRequired
- CountryRequired
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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- PipelineRequired
- StageRequired
Trigger
Instant
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- TagsRequired
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Instant
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- Contact ID
- Contact Email
- Contact Phone Number
- Opportunity Name
- Same As Contact NameRequired
- Heat ScoreRequired
- Value
- PipelineRequired
- StageRequired
- Numbers Of ProductsRequired
- Update all fields if an opportunity already exists in the same pipelineRequired
Action
Write
- Full Name
- First Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Note
- Tag
- Company
- Revenue
- Timezone
Action
Write
- Contact IDRequired
Action
Write
- Contact IDRequired
- 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 more

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 more

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

Roofr + WooSender

Create jobs and customers in Roofr for new appointments in WooSender

Supported triggers and actions

Appointment Cancelled

Appointment Updated

New Contact

Opportunity Deactivated From Pipeline/Stage

Tag Deleted

Create Appointment

Create Contact

Update Appointment

Find Appointments

Find or Create Contact

Roofr Report Ordered

Proposal Sent

Proposal Total Adjusted

Create Job and Customer

Appointment Created

Marked as Attention

Opportunity Added or Moved to Pipeline/Stage

Tag Added

Add/Move Opportunity to Pipeline/Stage

Create or Update Contact

Get Contact

Update Contact

Find Contact

Roofr Lead Created

Proposal Lost

Proposal Signed

Proposal Viewed

About Roofr

Related categories

About WooSender

Related categories

Related Zap Templates

Related Zap Templates