Integrate Roofr with Zapier Chrome extension to automate your work
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try It - Proposal Lost
Triggers when a proposal is moved to lost by a user.
Try It - Proposal Signed
Triggers when a proposal is signed by a client.
Try It - Proposal Viewed
Triggers when a proposal is viewed by a client.
Try It
- Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try It - Proposal Sent
Triggers when a proposal is sent to a client.
Try It - Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Try It - External job id
- External customer id
- First_nameRequired
- Last_nameRequired
- Phone
- Email
- Assignee
- AddressRequired
- CityRequired
- Province/StateRequired
- Zip/Postal CodeRequired
- CountryRequired