Connect SendJim to Roofr and automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
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Choose a Trigger
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Choose an Action
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.
- FirstName
- LastName
- StreetAddressRequired
- CityRequired
- StateRequired
- PostalCodeRequired
- PhoneNumber
- Email
- Tags
- FirstName
- LastName
- StreetAddressRequired
- CityRequired
- StateRequired
- PostalCodeRequired
- PhoneNumber
- Email
- QuickSendRequired
- 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
- FirstName
- LastName
- StreetAddressRequired
- CityRequired
- StateRequired
- PostalCodeRequired
- PhoneNumber
- Email
- Number of neighbors to mailRequired
- Same street onlyRequired
- QuickSendRequired
- 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
Related categories
Related categories