Instant Roofer + JobNimbus + Formatter by Zapier

Add new leads in Instant Roofer to JobNimbus

Automatically create a contact in JobNimbus from each new Instant Roof lead. This Zap keeps your lead details up to date across platforms with no added clicks or keystrokes.

Automatically create a contact in JobNimbus from each new Instant Roof lead. This Zap keeps your lead details up to date across platforms with no added clicks or keystrokes.

  1. When this happens...
    Instant RooferInstant Roofer
    New Lead

    Triggers when a roof replacement is requested.

    TriggerInstant
  2. automatically do this...
    Formatter by ZapierFormatter by Zapier
    Utilities

    Various utilities like "choose value from list" or "look up in table" (with line-item support).

    ActionWrite
  3. then do this!
    JobNimbusJobNimbus
    Create Contact

    Creates a new contact with Display Name.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Instant Roofer triggers, actions, and search

    New Lead

    Triggers when a roof replacement is requested.

    Trigger
    Instant
    Try It
    • TransformRequired

    Action
    Write
    • TransformRequired

    Action
    Write
    • FilterRequired

    Trigger
    Instant
    Try It
    • TransformRequired

    Action
    Write
    • TransformRequired

    Action
    Write
    • FilterRequired

    Trigger
    Instant
    Try It
    • FileRequired

    • FilenameRequired

    • Related IdRequired

    • Attachment Type

    • Description

    • External ID

    Action
    Write
instant-roofer logo
instant-roofer logo

About Instant Roofer

Send your online roof replacement leads straight from Instant Roofer to your favorite CRM, Google Sheets, Email, and more.
Help

Related categories

  • Business Intelligence
jobnimbus logo
jobnimbus logo

About JobNimbus

JobNimbus CRM + Project Management for the service industry.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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formatter logo
formatter logo

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
Learn moreHelp

Related categories

  • Documents
  • Zapier