QuickBooks Online + Roofr

Manage new QuickBooks Online customers by creating jobs and customers in Roofr

Streamline your roofing business workflow with this QuickBooks Online and Roofr integration. When you onboard a new customer in QuickBooks Online, a corresponding job and customer profile will be created in Roofr. This saves time and ensures consistency, freeing you up to do what matters: scaling your business.

Streamline your roofing business workflow with this QuickBooks Online and Roofr integration. When you onboard a new customer in QuickBooks Online, a corresponding job and customer profile will be created in Roofr. This saves time and ensures consistency, freeing you up to do what matters: scaling your business.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    Updated Customer

    Triggers when an existing customer is updated.

    TriggerInstant
  2. automatically do this!
    RoofrRoofr
    Create Job and Customer

    Creates a job and customer on Roofr.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • QuickBooks Online triggers, actions, and search

    New Account

    Triggers when you add a new account.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search

    New Customer

    Triggers when you add a new customer.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search

    New Expense

    Triggers when a new expense is added.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search

    New Invoice

    Triggers when you add a new invoice.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search

    New Bill

    Triggers when a new bill is added.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search

    New Estimate

    Triggers when you add a new estimate.

    Trigger
    Instant
    Try It
    • DaysRequired

    Trigger
    Scheduled
    Try It
  • QuickBooks Online triggers, actions, and search

    New Bill Payment

    Triggers when a new bill paid.

    Trigger
    Instant
    Try It
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About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
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Related categories

  • Accounting

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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