Roofr and Salesflare
How to connect Roofr
- Via Zapier — 9 operations available. Set it up ↗
What you can automate
- When roofr Lead Created in Roofr, find or create contact in Salesflare.
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.
Roofr operations on Zapier
Triggers (8)
Start a workflow when this happens
- Job Workflow Stage Changed — Triggers when a job moves to a different workflow stage.
- Proposal Lost — Triggers when a proposal is moved to lost by a user.
- Proposal Sent — Triggers when a proposal is sent to a client.
- Proposal Signed — Triggers when a proposal is signed by a client.
- Proposal Total Adjusted — Triggers when a marked as won proposal has its total adjusted.
Show 3 more triggers
- Proposal Viewed — Triggers when a proposal is viewed by a client.
- Roofr Lead Created — Triggers when a new lead is submitted via a Roofr Instant Estimator.
- Roofr Report Ordered — Triggers when a Roofr report is ordered from a Job record.
Actions (1)
Things Salesflare can make it do
- Create Job and Customer — Creates a job and customer on Roofr.
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