Integrate TrueReview with Roofr to automate your work

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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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Zapier makes it easy to integrate TrueReview with Roofr - no code necessary. See how you can get setup in minutes.

Select a trigger from TrueReview

A trigger is an event that starts your Zap and runs the workflow. For example, with TrueReview, a trigger could be "Contact Type."

A trigger is the event that kicks off your automated workflow.

Setup an action from Roofr

An action is what takes place after the automation is triggered. For example, with Roofr, the action could be "Create Job and Customer."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected TrueReview to Roofr

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Triggers and actions are the main components of every automated workflow.

Set up your first integration

Quickly connect TrueReview to Roofr with a Zapier template.

Our most popular template

Turn new Roofr leads into contacts in TrueReview
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Roofr + TrueReview

Turn new Roofr leads into contacts in TrueReview

Roofr + TrueReview

Make work flow with AI

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Connect TrueReview and Roofr to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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Connect TrueReview and Roofr to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

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.

Contact Type
get all contact type
Trigger
Scheduled
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- Contact name
- Contact Phone
- Contact Email
- Notes
Action
Write
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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Drip Campaign Set
Select the drip campaign to use
Trigger
Scheduled
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- Name
- Phone
- Email
- Notes
- Select Drip Campaign
- Select Contact Type
Action
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.
Trigger
Instant
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- External job id
- External customer id
- First_name
  Required
- Last_name
  Required
- Phone
- Email
- Assignee
- Address
  Required
- City
  Required
- Province/State
  Required
- Zip/Postal Code
  Required
- Country
  Required
Action
Write

About TrueReview

TrueReview makes it easy for businesses to request reviews for any website, receive direct customer feedback and improve online reviews!

Related categories

Marketing Automation

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.

Related categories

Sales & CRM

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