Create jobs and customers in Roofr from new or updated contacts in ProLine
Elevate your ProLine to Roofr workflow with this smooth automation. Whenever a contact in ProLine is created or updated, a job and a new customer are instantly established in Roofr. This seamless coordination between systems ensures that updates are promptly reflected, enhancing efficiency and productivity in managing your roofing jobs and customers. Enjoy a streamlined task flow without the worry of manual data transfers.
Elevate your ProLine to Roofr workflow with this smooth automation. Whenever a contact in ProLine is created or updated, a job and a new customer are instantly established in Roofr. This seamless coordination between systems ensures that updates are promptly reflected, enhancing efficiency and productivity in managing your roofing jobs and customers. Enjoy a streamlined task flow without the worry of manual data transfers.
- When this happens...Contact Created or Updated
Triggers when a contact in your ProLine account 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