JobNimbus + Roofr

Create JobNimbus jobs from new Roofr leads

This workflow activates when a new lead is registered in Roofr, subsequently creating a new job in JobNimbus. Streamline your process by directly transforming leads into jobs, saving time and enhancing efficiency. This workflow provides immediate action on your Roofr leads, ensuring seamless operations and quick response times in JobNimbus.

This workflow activates when a new lead is registered in Roofr, subsequently creating a new job in JobNimbus. Streamline your process by directly transforming leads into jobs, saving time and enhancing efficiency. This workflow provides immediate action on your Roofr leads, ensuring seamless operations and quick response times in JobNimbus.

  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 Job

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

    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