Connect AccuLynx and Roofr to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect AccuLynx to Roofr with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate AccuLynx with Roofr - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "List of Jobs by Milestone" from AccuLynx.
Add your action
An action happens after the trigger—such as "Create Job and Customer" in Roofr.
You’re connected!
Zapier seamlessly connects AccuLynx and Roofr, automating your workflow.
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.
- Standard MilestonesRequired
Try ItTriggerPolling- Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
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
- First nameRequired
- Last name
- Company name
- Phone Number 1
- Phone Extension 1
- Phone Type 1
- Phone Number 2
- Phone Extension 2
- Phone Type 2
- Phone Number 3
- Phone Extention 3
- Phone Type 3
- Email Address
- Cross Reference
- Job Category
- Work Type
- Street
- Street 2
- City
- State
- Zip Code
- Country
- Priority
- Notes
- Sales Person
- Initial Appointment
- Trade Types
ActionWrite- 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 - Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Try ItTriggerInstant
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use AccuLynx and Roofr
Create jobs from new leads.
When a new lead is added in AccuLynx, Zapier ensures it gets recorded as a job in Roofr. This automation lets business owners transition swiftly from prospecting to project planning, eliminating redundant data entry and reducing entry errors—saving time while maintaining a complete pipeline.
Business OwnerTrack proposal views for lead outreach.
When a proposal is viewed by a client in Roofr, Zapier can create a lead in AccuLynx. This ensures the marketing team has real-time data to track interest and follow up strategically, improving lead conversion rates.
Marketing & Marketing OpsOrganize milestones as projects in project platforms.
When Zapier detects current jobs by milestone from AccuLynx, it can sync relevant details as a job on Roofr. This helps project managers plan resources and deadlines efficiently, reducing coordination issues and keeping the team on track.
Project Management
Frequently Asked Questions about AccuLynx + Roofr integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with AccuLynx and Roofr
Can I integrate AccuLynx with Roofr?
Yes, you can integrate AccuLynx with Roofr using Zapier's automation platform. This allows you to connect the two applications and automate data flow between them.
What triggers are available for AccuLynx and Roofr integration?
When integrating AccuLynx with Roofr, you can use triggers such as 'New Lead in AccuLynx' or 'Updated Project Status'. These triggers will initiate specific actions in your workflows.
What actions can be performed in Roofr when triggered by AccuLynx?
Upon receiving data from AccuLynx, actions like 'Create Estimate' or 'Update Client Record' can be executed in Roofr. This helps streamline your processes by automatically handling follow-up tasks.
Is there a delay when sending data from AccuLynx to Roofr?
Typically, there's a minimal delay when transferring data between AccuLynx and Roofr because we process the information in real-time to ensure efficiency.
Do I need technical skills to set up the integration between AccuLynx and Roofr?
No technical skills are required. Our platform allows you to set up the integration through an intuitive interface, guiding you through each step without needing coding expertise.
How secure is the data transfer between AccuLynx and Roofr?
Data transfer between AccuLynx and Roofr is secured using industry-standard encryption protocols. We prioritize security to protect sensitive information at all stages of the process.
Can I customize workflows when integrating AccuLynx with Roofr?
Yes, our platform provides customization options that allow you to tailor workflows based on specific business needs, ensuring that each trigger results in the necessary action being taken.
