Create new jobs and customers in Roofr for each new appointment in Acuity Scheduling
When a new appointment is set up in Acuity Scheduling, this workflow provides a seamless integration to help manage your roofing business efficiently. It will initiate processes in the Roofr app to create a new job and register a new customer instantly. No more manual data entry or switching between apps, making job management a breeze. Schedule your appointments with Acuity Scheduling and let the workflow serve you by managing your jobs in Roofr.
When a new appointment is set up in Acuity Scheduling, this workflow provides a seamless integration to help manage your roofing business efficiently. It will initiate processes in the Roofr app to create a new job and register a new customer instantly. No more manual data entry or switching between apps, making job management a breeze. Schedule your appointments with Acuity Scheduling and let the workflow serve you by managing your jobs in Roofr.
- When this happens...New Appointment
Triggers when a new appointment is scheduled.
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
- Free forever for core features
- 14 day trial for premium features & apps