Create and manage Roofr jobs and customers from new or updated ProLine projects
Streamline your project management by linking ProLine and Roofr apps with this efficient workflow. Whenever a new project is created or updated in ProLine, this automation immediately creates a corresponding job and customer in the Roofr app. Save time, eliminate manual data entry, and ensure your Roofr records always reflect the latest updates from your ProLine projects.
Streamline your project management by linking ProLine and Roofr apps with this efficient workflow. Whenever a new project is created or updated in ProLine, this automation immediately creates a corresponding job and customer in the Roofr app. Save time, eliminate manual data entry, and ensure your Roofr records always reflect the latest updates from your ProLine projects.
- When this happens...Project Created or Updated
Triggers when a project is created or updated.
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
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Chargeback Complete
Triggers when a chargeback reaches its final status. Final status can be either Won or Lost.
Try ItTrigger on...Required
Try ItPayment Complete
Triggers when a payment reaches its final status. Final status can be either Complete or Failed.
Try ItRefund Complete
Triggers when a refund reaches its final status. Final status can be either Complete or Failed.
Try It