Active Knocker + Roofr

Create new Roofr jobs and customers from new Active Knocker pins

"Easily manage your field sales and roofing jobs in one workflow. Upon adding a new pin in Active Knocker, this setup will streamline the process of job and customer creation in Roofr. Enjoy a seamless transition between your sales tracking and job management, saving precious time and enhancing productivity."

"Easily manage your field sales and roofing jobs in one workflow. Upon adding a new pin in Active Knocker, this setup will streamline the process of job and customer creation in Roofr. Enjoy a seamless transition between your sales tracking and job management, saving precious time and enhancing productivity."

  1. When this happens...
    Active KnockerActive Knocker
    New Pin

    Triggers when a new pin is created.

    TriggerPolling
  2. automatically do this!
    RoofrRoofr
    Create Job and Customer

    Creates a job and customer on Roofr.

    ActionWrite
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Supported triggers and actions

active-knocker logo
active-knocker logo

About Active Knocker

Boost sales efficiency with Active Knocker, a platform offering field sales tracking, task management, lead routing and property tagging.

Related categories

  • Sales & CRM
roofr logo
roofr logo

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