Roofr + Thryv

Start new Thryv conversations when proposals are signed in Roofr

When a proposal gets signed in Roofr, start a new conversation instantly in Thryv. This workflow seamlessly connects Roofr and Thryv, eliminating the need to manually initiate communication. It improves efficiency and allows you to immediately follow up on successful proposals, facilitating quicker client interactions and streamlined project processing.

When this happens...
Proposal Signed
Triggers when a proposal is signed by a client.
TriggerInstant
automatically do this!
Create Conversation
Creates a new conversation.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Trigger
Instant
Try It
Proposal Lost
Triggers when a proposal is moved to lost by a user.
Trigger
Instant
Try It
Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
Try It
Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
Try It
New Appointment
Triggers when a new appointment is created.
Trigger
Instant
Try It

New Invoice
Triggers when a new invoice is issued.
Trigger
Instant
Try It
- Start TimeRequired
- End TimeRequired
- TitleRequired
- Notes
Action
Write

- ClientRequired
- TitleRequired
- BodyRequired
- Source
- Source URL
Action
Write
- Email AddressRequired
- First NameRequired
- Last Name
- Phone Number
- Address
- Country Name
- Timezone
- Custom Identifer
- Notes
- Source
- Source URL
- Facebook Profile URL
- LinkedIn Profile URL
- Twitter Profile URL
- Google Plus Profile URL
Action
Search or write

Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Trigger
Instant
Try It
Proposal Sent
Triggers when a proposal is sent to a client.
Trigger
Instant
Try It
Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Trigger
Instant
Try It
- External job id
- External customer id
- First NameRequired
- Last NameRequired
- Phone
- Email
- Assignee
- AddressRequired
- CityRequired
- Province/StateRequired
- Zip/Postal CodeRequired
- CountryRequired
Action
Write
New Client
Triggers when new client is created.
Trigger
Instant
Try It
New Payment
Triggers when a new payment is created.
Trigger
Instant
Try It
- First NameRequired
- Last Name
- Email Address
- Phone Number
- Address
- Country Name
- Timezone
- Custom Identifer
- Notes
- Source
- Source URL
- Facebook Profile URL
- LinkedIn Profile URL
- Twitter Profile URL
- Google Plus Profile URL
Action
Write
- EmailRequired
Action
Search

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