Networx + Roofr
Create jobs and customers in Roofr for every new lead in Networx
Seamlessly transfer new leads from Networx to Roofr with this efficient workflow. Upon securing a fresh lead in Networx, it initiates the creation of a job and customer profile in Roofr. This results in a smoother lead management process, saving time and enhancing productivity within your roofing business. No more manual data transfer or risking data inconsistencies; focus more on converting those leads!
Seamlessly transfer new leads from Networx to Roofr with this efficient workflow. Upon securing a fresh lead in Networx, it initiates the creation of a job and customer profile in Roofr. This results in a smoother lead management process, saving time and enhancing productivity within your roofing business. No more manual data transfer or risking data inconsistencies; focus more on converting those leads!
- When this happens...New Lead
Triggers when a new lead is received.
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
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New Lead
Triggers when a new lead is received.
Try ItRoofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try ItProposal Lost
Triggers when a proposal is moved to lost by a user.
Try ItProposal Signed
Triggers when a proposal is signed by a client.
Try It
Lead IDRequired
Client IDRequired
Is SuccessRequired
Webhook ResponseRequired
Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try ItProposal Sent
Triggers when a proposal is sent to a client.
Try ItProposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Try It