ProLine + Roofr

Create or update ProLine contacts when new Roofr leads are created

Create or update contacts in ProLine whenever a new lead is added in Roofr. With this workflow, you never have to worry about manually copying over new leads in Roofr as it instantly sends that data to ProLine. This not only saves time but also ensures that your sales team always has the latest leads at their fingertips. Optimize your data management process and keep everything up-to-date with this simple yet powerful solution.

When this happens...
Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
TriggerInstant
automatically do this!
Create or Update Contact
Creates or updates a contact.
ActionWrite

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Supported triggers and actions

What does this mean?

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
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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
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Chargeback Complete
Triggers when a chargeback reaches its final status. Final status can be either Won or Lost.
Trigger
Instant
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- Trigger on...Required
Trigger
Instant
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Payment Complete
Triggers when a payment reaches its final status. Final status can be either Complete or Failed.
Trigger
Instant
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Refund Complete
Triggers when a refund reaches its final status. Final status can be either Complete or Failed.
Trigger
Instant
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- Contact IDRequired
- Alert ContentRequired
Action
Write
- Contact IDRequired
- User
- Call TypeRequired
- Call Duration
- Recording
- Voicemail
- External ID
- Call Note
Action
Write
- Contact ID
- First Name
- Last Name
- Organization
- Phone
- Email
- Contact Type
- Lead Source
- Contact Tags
- Notes
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Campaign
- Assignee
- External ID
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Date 1
- Custom Date 2
- Custom Date 3
- Time Zone
Action
Write
- Event ID
- Project ID
- Start DateRequired
- Event Type
- Assignee
- Contact Time Zone
- External ID
- External Reschedule Link
- Exclude From Integration
Action
Write
- Event ID
- External ID
- Project ID
- Start Date
- [FILTER] Event Type
- [FILTER] Assignee
Action
Search
- ProLine Number
- User Email
- Display Name
Action
Search
- Project | Edit by Project ID
- Project External ID
- Contact | Contact ID
- Project | Address Line 1
- Project | Address Line 2
- Project | City
- Project | State
- Project | Zip
- Project | Move to Stage
- [FILTER] Project Status
- Project | Edit by External ID
- Project | Edit by Contact
- Project | Name
- Project | Location
- Project | Assignee
- Project | Start Campaign
- Project | Category
- Project | Type
- Project | Services
- Project | Tags
- Project | Custom Field 1
- Project | Custom Field 2
- Project | Custom Field 3
- Project | Custom Field 4
- Project | Custom Field 5
- Project | Custom Field 6
- Project | Custom Field 7
- Project | Notes
- Project | New External ID
- Contact | First Name
- Contact | Last Name
- Contact | Full Name
- Contact | Phone
- Contact | Email
- Contact | Type
- Contact | Lead Source
- Contact | Tags
- Event | Edit by External ID
- Event | New External ID
- Event | Start Date
- Event | Event Type
- Event | Time Zone
- Event | External Reschedule Link
- Event | Exclude From Integration
Action
Search or 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.
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Instant
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- External job id
- External customer id
- First NameRequired
- Last NameRequired
- Phone
- Email
- Assignee
- AddressRequired
- CityRequired
- Province/StateRequired
- Zip/Postal CodeRequired
- CountryRequired
Action
Write
- Trigger on...Required
Trigger
Instant
Try It
- Trigger OnRequired
Trigger
Instant
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- Trigger on...Required
Trigger
Instant
Try It
- Zapier Trigger StepRequired
Trigger
Instant
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- Event IDRequired
Action
Write
- Contact IDRequired
- User
- Message TypeRequired
- Message BodyRequired
- Message Note
- External ID
Action
Write
- Project | Edit by Project ID
- Project | Edit by External ID
- Project | Edit by Contact
- Project | Name
- Project | Location
- Project | Assignee
- Project | Move to Stage
- Project | Start Campaign
- Project | Address Line 1
- Project | Address Line 2
- Project | City
- Project | State
- Project | Zip
- Project | Category
- Project | Type
- Project | Services
- Project | Tags
- Project | Custom Field 1
- Project | Custom Field 2
- Project | Custom Field 3
- Project | Custom Field 4
- Project | Custom Field 5
- Project | Custom Field 6
- Project | Custom Field 7
- Project | Notes
- Project | New External ID
- Contact | Contact ID
- Contact | First Name
- Contact | Last Name
- Contact | Full Name
- Contact | Phone
- Contact | Email
- Contact | Type
- Contact | Lead Source
- Contact | Tags
- Event | Edit by External ID
- Event | New External ID
- Event | Start Date
- Event | Event Type
- Event | Time Zone
- Event | External Reschedule Link
- Event | Exclude From Integration
Action
Write
- Contact ID
- Phone
- Email
- Address Line 1
- Address Line2
- City
- State
- Zip Code
Action
Search
- Project ID
- Project External ID
- Main Contact ID
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- [FILTER] Project Stage
- [FILTER] Project Status
Action
Search
- Contact ID
- Phone
- Email
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- First Name
- Last Name
- Organization
- Contact Type
- Lead Source
- Contact Tags
- Notes
- Campaign
- Assignee
- External ID
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Date 1
- Custom Date 2
- Custom Date 3
- Time Zone
Action
Search or write

About ProLine

ProLine is a messaging automation platform for contractors.

Help

Related categories

Sales & CRM

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 Help

Related categories

Sales & CRM

Related Zap Templates

Create jobs and customers in Roofr from new or updated contacts in ProLine

Create and manage Roofr jobs and customers from new or updated ProLine projects

Create or update ProLine projects when new Roofr leads are created

ProLine + Roofr

Create or update ProLine contacts when new Roofr leads are created

Roofr Lead Created

Proposal Lost

Proposal Signed

Proposal Viewed

Chargeback Complete

Contact Created or Updated

Payment Complete

Refund Complete

Create Alert Activity

Create Call Activity

User

Call Duration

Recording

Voicemail

External ID

Call Note

Create or Update Contact

Contact ID

First Name

Last Name

Organization

Phone

Email

Contact Type

Lead Source

Contact Tags

Notes

Address Line 1

Address Line 2

City

State

Zip Code

Campaign

Assignee

External ID

Custom Field 1

Custom Field 2

Custom Field 3

Custom Date 1

Custom Date 2

Custom Date 3

Time Zone

Create or Update Event

Event ID

Project ID

Event Type

Assignee

Contact Time Zone

External ID

External Reschedule Link

Exclude From Integration

Find Event

Event ID

External ID

Project ID

Start Date

[FILTER] Event Type

[FILTER] Assignee

Find Team Member

ProLine Number

User Email

Display Name

Find or Create Project

Project | Edit by Project ID

Project External ID

Contact | Contact ID

Project | Address Line 1

Project | Address Line 2

Project | City

Project | State

Project | Zip

Project | Move to Stage

[FILTER] Project Status

Project | Edit by External ID

Project | Edit by Contact

Project | Name

Project | Location

Project | Assignee