Roofr integration with JobProgress
How to Create JobProgress customers from newly sent proposals in Roofr
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create JobProgress customers from newly sent proposals in Roofr" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Roofr integrations
Roofr actions
Nekton can use any feature that is available in Roofr API.
Using our advanced AI, you can easily create custom automations for Roofr.
Here are some typical actions you can do in your automated workflows.
Create Job and Customer
Creates a job and customer on Roofr.
Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Proposal Sent
Triggers when a proposal is sent to a client.
Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Proposal Lost
Triggers when a proposal is moved to lost by a user.
Proposal Signed
Triggers when a proposal is signed by a client.
About Roofr
We’re Roofr: The all-in-one sales platform designed for roofers, by roofers. From accurate $10 roof measurement reports to project-winning proposals, with Roofr you can close your next deal in minutes.