Connect Email by Zapier and Roofr to unlock the power of automation

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Quickly connect Email by Zapier to Roofr with a Zapier template.

Our most popular template

Send outbound emails for new leads created in Roofr with Email by Zapier
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Roofr + Email by Zapier
Send outbound emails in Email by Zapier when new proposals are signed in Roofr
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Roofr + Email by Zapier
Send outbound emails in Email by Zapier when new proposals are sent in Roofr
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Roofr + Email by Zapier

Send outbound emails for new leads created in Roofr with Email by Zapier

Details

Try it

Roofr + Email by Zapier

Send outbound emails in Email by Zapier when new proposals are signed in Roofr

Details

Try it

Roofr + Email by Zapier

Send outbound emails in Email by Zapier when new proposals are sent in Roofr

Details

Try it

Roofr + Email by Zapier

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Email by Zapier with Roofr - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Inbound Email" from Email by Zapier.

Add your action

An action happens after the trigger—such as "Create Job and Customer" in Roofr.

You’re connected!

Zapier seamlessly connects Email by Zapier 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.

New Inbound Email
Triggers when an email is forwarded to your own custom
Trigger
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- Zap_id
- Free_test_limitation
- To
  Required
- Subject
  Required
- Body (HTML or Plain)
  Required
- Attachment
- From_name
- Reply_to
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
Action
Write
Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent to a client.
Trigger
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Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Trigger
Instant
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- External job id
- External customer id
- First_name
  Required
- Last_name
  Required
- Phone
- Email
- Assignee
- Address
  Required
- City
  Required
- Province/State
  Required
- Zip/Postal Code
  Required
- Country
  Required
Action
Write

- Setup Directions
Trigger
Instant
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Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Trigger
Instant
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Proposal Lost
Triggers when a proposal is moved to lost by a user.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
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Connect Email by Zapier and Roofr to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Email by Zapier on the Zapier blog

Make work flow with AI

Level up your Email by Zapier to Roofr integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

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Related categories

Email Zapier

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 moreLearn moreHelpHelp

Related categories

Sales & CRM

Connect Email by Zapier and Roofr to unlock the power of automation

Set up your first integration

Send outbound emails for new leads created in Roofr with Email by Zapier

Send outbound emails in Email by Zapier when new proposals are signed in Roofr

Send outbound emails in Email by Zapier when new proposals are sent in Roofr

Send outbound emails for new leads created in Roofr with Email by Zapier

Send outbound emails in Email by Zapier when new proposals are signed in Roofr

Send outbound emails in Email by Zapier when new proposals are sent in Roofr

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Email by Zapier and Roofr to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Email by Zapier on the Zapier blog

How to automatically email files to Google Drive

How to automatically save email attachments in Dropbox

How to send an email from a webhook

Make work flow with AI

Connect Email by Zapier to Roofr on the world's largest no-code automation platform