Put Roofr to work with AI and enterprise-grade automation
Automate smarter with Roofr and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
- Free tier available
Or pick an app to pair with
LeadConnector
Marketing Automation
QuickBooks Online
Accounting
HubSpot
Marketing Automation
Google Ads
Ads & Conversion, Google
JobNimbus
CRM (Customer Relationship Management)
Facebook Conversions
Ads & Conversion, Facebook
monday.com
Project Management
Google Calendar
Calendar, Google
Pipedrive
CRM (Customer Relationship Management)
LeadConnector
Marketing Automation
QuickBooks Online
Accounting
HubSpot
Marketing Automation
Google Ads
Ads & Conversion, Google
JobNimbus
CRM (Customer Relationship Management)
Facebook Conversions
Ads & Conversion, Facebook
LeadConnector
Marketing Automation
QuickBooks Online
Accounting
HubSpot
Marketing Automation
Google Ads
Ads & Conversion, Google
JobNimbus
CRM (Customer Relationship Management)
Facebook Conversions
Ads & Conversion, Facebook
monday.com
Project Management
Google Calendar
Calendar, Google
Pipedrive
CRM (Customer Relationship Management)
Join millions worldwide who automate their work using Zapier
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.
- Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try ItTriggerInstant - 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
- Job Workflow Stage Changed
Triggers when a job moves to a different workflow stage.
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 - Proposal Viewed
Triggers when a proposal is viewed by a client.
Try ItTriggerInstant
For builders
Let your AI safely access Roofr
Go beyond Zap workflows. Install Zapier in your AI to call Roofr actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in Roofr from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose Roofr actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a Roofr connection @ https://zapier.com/ja/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "roofr", owner: "me" });
await zapier.runAction({
app: 'roofr',
action: 'create_job_and_customer',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
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.
Related categories