Instant Roofer + Workiz
Create new leads in Workiz from new leads in Instant Roofer
Streamline your roofing tasks effortlessly with this efficient workflow. As a new lead surfaces in Instant Roofer, the same lead is immediately created in Workiz. This seamless integration ensures all potential clients are accounted for, allowing you to focus more on delivering quality service than on administrative tasks. Upgrade your roofing business operations today.
Streamline your roofing tasks effortlessly with this efficient workflow. As a new lead surfaces in Instant Roofer, the same lead is immediately created in Workiz. This seamless integration ensures all potential clients are accounted for, allowing you to focus more on delivering quality service than on administrative tasks. Upgrade your roofing business operations today.
- When this happens...New Lead
Triggers when a roof replacement is requested.
- automatically do this!Create Lead
Schedules a new lead in your Workiz account.
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New Lead
Triggers when a roof replacement is requested.
Try ItJob Status Change
Triggers when a job status is changed
Try ItNew Job
Triggers when a new job is created.
Try ItFirst NameRequired
Last name
Phone
AddressRequired
CityRequired
State
PostalCodeRequired
Jobs start timeRequired
Job TypeRequired
Service Area
Email address
Job source
JobNotes
Company
Phone Ext
Second Phone
Second Phone Ext
Unit
Job End Date Time
Client Id
Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItLead Status Change
Triggers when a lead status is changed
Try ItNew Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last name
Phone Number
Address
City
State
PostalCode
Lead start time
Email address
Lead source
Description
Company