JobNimbus + Roofr

Create new JobNimbus contacts from new Roofr leads

With this workflow, the moment a new lead is generated in Roofr, a corresponding contact is immediately established in JobNimbus. This process simplifies data transfer, allowing roofing businesses to concentrate more on fostering customer relationships. Ensuring potential clients are promptly added to JobNimbus facilitates more efficient project management and streamlined follow-ups.

With this workflow, the moment a new lead is generated in Roofr, a corresponding contact is immediately established in JobNimbus. This process simplifies data transfer, allowing roofing businesses to concentrate more on fostering customer relationships. Ensuring potential clients are promptly added to JobNimbus facilitates more efficient project management and streamlined follow-ups.

  1. When this happens...
    RoofrRoofr
    Roofr Lead Created

    Triggers when a new lead is submitted via a Roofr Instant Estimator.

    TriggerInstant
  2. automatically 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?
  • Roofr triggers, actions, and search

    Roofr Report Ordered

    Triggers when a Roofr report is ordered from a Job record.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search

    Proposal Sent

    Triggers when a proposal is sent to a client.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search

    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
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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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
roofr logo
roofr logo

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 moreHelp

Related categories

  • Sales & CRM