Jotform + Roofr

"create new Roofr jobs and customers from new Jotform submissions"

Boost your productivity with this nifty workflow integration between Jotform and Roofr! Once a new submission is received in Jotform, a job and customer are instantly created in Roofr. This seamless process removes manual data entry, ensures faster response times, and allows for an enhanced customer service experience. Perfect for roofing contractors looking to optimize their job management and improve client relations.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create Job and Customer
Creates a job and customer on Roofr.
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write
Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Trigger
Instant
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Proposal Lost
Triggers when a proposal is moved to lost by a user.
Trigger
Instant
Try It

Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
Try It

- DocumentRequired
Trigger
Scheduled
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent to a client.
Trigger
Instant
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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

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn more

Related categories

Forms & Surveys

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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 more

Related categories

Sales & CRM

Jotform + Roofr

"create new Roofr jobs and customers from new Jotform submissions"

Supported triggers and actions

New Submission

Assign Form

Create Submission

Roofr Lead Created

Proposal Lost

Proposal Signed

Proposal Viewed

New Signed Document

Assign Prefilled Form

API Request (Beta)

Roofr Report Ordered

Proposal Sent

Proposal Total Adjusted

Create Job and Customer

About Jotform

Related categories

Similar apps

Wufoo

Formstack

Typeform

About Roofr

Related categories