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Roofr x Zapier: Connection Guide

Learn how to set up and use Zapier to integrate Roofr data with other platforms.

Zapier integrates with; Job Nimbus, JobProgress, Zoho, HubSpot, MailChimp, Salesforce, and other platforms to automatically share information from your Roofr account.

Zapier integration cannot: Share information from another platform to Roofr (one-way data only, from Roofr to another platform)

💡If you need help setting up your Zapier integration reach out to your Account Manager.

BEFORE YOU BEGIN: Create a Zapier account

Connect your Roofr Account with Zapier

  • In the Integrations section;

  • Click Connect on Zapier

  • Enter a name for the token (ie: Zapier)

  • Click Create

  • Copy the token by clicking the icon

Connect any other required software with Zapier

  • To Enable the JobNimbus integration with Zapier, follow the steps HERE

💡 You can only create a Zap between software that you have connected to your Zapier account

How to Create a Zap

👉 In the following example we will demo how to create a Zap between Roofr and JobNimbus

  • In your Zapier account navigate to the top left and click +Create

  • Then click Zaps

  • Describe / Name your workflow

  • Create your trigger

    • Select the event that starts your Zap

  • Select Roofr as the app source

  • Select the trigger event (in this example we’ve used ‘Proposal Sent’)

  • Test the trigger

select action sm.gif

  • Create your action

    • Select the event for your zap to run

  • Select your app source (in this example we’ve used Job Nimbus)

  • Select the action (in this example we’ve used ‘Create Contact’)

  • Configure any Zap details

  • Test the step

  • Name the Zap

  • Publish Zap

select trigger sm.gif

What's Next?

Supplier Integrations: Connection Guide

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