JobNimbus + Roofr

Manage new and updated JobNimbus contacts by creating corresponding jobs and customers in Roofr

Experience seamless coordination between JobNimbus and Roofr with this practical workflow. As soon as a new contact enters your JobNimbus system, a corresponding customer and job are created within Roofr. This efficient process ensures your Roofr data remains updated with every new JobNimbus contact. Enhance your project management capabilities without any extra work on your part.

Experience seamless coordination between JobNimbus and Roofr with this practical workflow. As soon as a new contact enters your JobNimbus system, a corresponding customer and job are created within Roofr. This efficient process ensures your Roofr data remains updated with every new JobNimbus contact. Enhance your project management capabilities without any extra work on your part.

  1. When this happens...
    JobNimbusJobNimbus
    Contact Created, Modified or Deleted

    Trigger when a new contact is created, modified or deleted.

    TriggerInstant
  2. automatically do this!
    RoofrRoofr
    Create Job and Customer

    Creates a job and customer on Roofr.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FilterRequired

    Trigger
    Instant
    Try It
    • First Name

    • Last Name

    • Company

    • Email

    • Contact Type

    • Status Name

    • Source Name

    • Description

    • Sales Rep Name

    • Home Phone

    • Mobile Phone

    • Work Phone

    • Fax Number

    • Website

    • Address Line 1

    • Address Line 2

    • City

    • State Text

    • Zip

    • Created By Name

    • Date Created

    • Date Start

    • Date End

    • Tags

    • External Id

    Action
    Write
    • IdRequired

    • First Name

    • Last Name

    • Company

    • Email

    • Contact Type

    • Status Name

    • Source Name

    • Description

    • Sales Rep Name

    • Home Phone

    • Mobile Phone

    • Work Phone

    • Fax Number

    • Website

    • Address Line 1

    • Address Line 2

    • City

    • State Text

    • Zip

    • Created By Name

    • Date Created

    • Date Start

    • Date End

    • Tags

    • External Id

    Action
    Write
    • NameRequired

    • Primary Contact IdRequired

    • Address Line 1Required

    • Address Line 2

    • CityRequired

    • State TextRequired

    • ZipRequired

    • Country Name

    • Tags

    • Date Created

    • Date Start

    • Date End

    • Job Type

    • Status Name

    • External Id

    Action
    Write
jobnimbus logo
jobnimbus logo

About JobNimbus

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

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