Actionist·Roofr
Roofr

Roofr

· #364 most-used

Automate your roofing business from lead to payment

CRMSalesProjectsFinanceFormsAutomationPayments

Roofr is an all-in-one roofing business platform that combines satellite roof measurement reports, digital proposal building, e-signatures, CRM, invoicing, and integrated payment processing in a single browser-based tool. Connect it to Actionist and your agents can capture new leads, track proposal activity through webhook-based triggers, create jobs and customer records automatically, follow up on unsigned proposals, reconcile signed deals with your accounting stack, and post payment confirmations to your team — all without anyone touching the Roofr dashboard manually.

Try Roofr with ActionistVisit Roofr
Average time saved
10 hours
per person · per month
≈ 1 workdays back

Eliminates manual work. Agents eliminate the manual cycle of logging new leads, chasing unsigned proposals, reconciling signed deals with accounting tools, and posting status updates across team channels.

Schedule

What your Roofr agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
Tue–Thu
Tue
Wed
Thu
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

Roofr × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
7Apps spanned
~11 hrsSaved / week
4Personas served
For sales
Featured3 apps

New Instant Estimator lead routed and logged in 60 seconds

Within about a minute of a homeowner submitting an Instant Estimator request, the agent checks for a duplicate record, assigns the job to the territory rep, creates a deal in HubSpot, and posts an alert to the #new-leads Slack channel — the rep can call back before the homeowner has moved on.

~3 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When a Roofr Instant Estimator lead is submitted
Trigger
Step 1
Roofr
Roofr Lead Created fires within about a minute of form submission
read
Step 2
Roofr
Search Customers to check for an existing record at the same address or email
write
Step 3
Roofr
Assign Job to Rep based on the property's territory mapping
write
Step 4
HubSpot
Create or update contact and deal record in HubSpot
write
Step 5
Slack
Post lead details to #new-leads with address, contact info, and rep assignment
Result
Assign Job to Rep based on the property's territory mappingCreate or update contact and deal record in HubSpotPost lead details to #new-leads with address, contact info, and rep assignment
The win
Saved per run
8 min
Runs / week
~20×
Reps are notified and leads are CRM-logged before the homeowner refreshes the page
Driven bySales Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    60 min / week
    Manual lead logging and rep assignment

    When a lead comes in via the Instant Estimator, the office must manually check for duplicates in Roofr, assign it to the right rep, and create a deal in HubSpot — taking 8-10 minutes per lead during busy periods.

    Sales Agent
    0 min
    Agent logs, deduplicates, and routes leads within about a minute

    The agent picks up the Roofr Lead Created trigger, checks for an existing customer record, assigns the job to the territory rep, and creates the HubSpot deal — all before a human has seen the notification.

  • Marketing
    45 min / week
    Manual channel attribution reporting

    The marketing team manually pulls lead source data from Roofr each week, groups leads by channel, and builds a spreadsheet report to understand which ad spend is producing real jobs.

    Marketing Agent
    0 min
    Agent posts lead source attribution report every Monday automatically

    The agent lists all jobs created in the past 7 days, groups them by lead source tag, and writes the ranked attribution breakdown to the marketing sheet — ready before the planning meeting.

  • Customer Support
    60 min / week
    Manual customer status update calls

    The office manually tracks which customers haven't been updated in a week and calls or emails each one individually — a process that takes an hour or more when the pipeline is full.

    Customer Support Agent
    0 min
    Agent sends proactive status updates to all inactive customers weekly

    The agent lists all jobs where the customer hasn't been updated in 5+ days, retrieves the current stage, and sends a personalised status message to each homeowner automatically.

  • Human Resources
    30 min / week
    Manual workload tracking and rep assignment

    The sales manager manually checks each rep's open job count in Roofr and redistributes incoming leads by memory during busy periods, often resulting in uneven workloads.

    Human Resources Agent
    0 min
    Agent reports workload balance every Monday and flags overloaded reps

    The agent lists all open jobs, calculates per-rep counts, flags anyone over 15 jobs, and posts the workload summary so the manager can redistribute before the week gets worse.

  • Finance
    40 min / week
    Manual invoice-to-accounting reconciliation

    After a proposal is signed, the office manager manually creates the invoice in Roofr and re-enters the same transaction in QuickBooks — duplicating data entry for every signed deal.

    Finance Agent
    0 min
    Agent creates invoice and syncs to accounting the moment a proposal is signed

    The Proposal Signed trigger fires, the agent creates the Roofr invoice and the QuickBooks record simultaneously — accounting is updated before the estimator has closed their laptop.

  • Operations
    45 min / week
    Manual production schedule assembly each morning

    The operations manager manually logs into Roofr each Monday, checks which jobs are in production, compiles a schedule, and sends it to the crew foreman via text — taking 30-45 minutes before the crew starts.

    Operations Agent
    0 min
    Agent posts the production schedule to Slack at 7 AM every Monday

    The agent lists all jobs in production or scheduled status, assembles the address and crew digest, and posts it to #production before the crew arrives — zero manual effort from the operations manager.

  • Legal
    30 min / week
    Manual insurance file and lien waiver tracking

    For insurance restoration jobs, the office manually verifies that signed proposals are archived, scope language matches the adjuster's scope of loss, and lien waivers are issued after completion — all checked by hand.

    Legal Agent
    0 min
    Agent audits insurance job files weekly and flags missing documentation

    The Legal Agent lists all insurance jobs, checks proposal archival and scope alignment each Monday, and confirms lien waivers are issued for every completed job each Friday — no file slips through.

+ 100s of other Roofr automations
Average time saved
31 hrs / person / month
Calculator

Calculate what your team saves

Team size
5 people
Hourly rate
$75 / hr
Hours saved / week
13
Hours saved / year
625
Annual ROI
$46,875

Based on Roofr's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.5 hrs / person / week of admin work automated.

Connect

How to plug Roofr into Actionist

Pick the connection method that suits your environment.

Generate an API key from your Roofr account settings and paste it into Actionist. The agent authenticates against Roofr's REST API and can create job records, pull lead data, and react to webhook events.

1
Open Roofr Settings

Log in to Roofr, go to Settings → Integrations, and locate the API section.

2
Generate an API key

Click Generate key. Copy the key immediately — Roofr only shows it once. Store it in a secrets manager.

3
Paste into Actionist

Paste the key into the API key field below and click Test connection. Actionist runs a read-only verification call before activating the integration.

Credentials you'll need
API key*
Roofr account → Settings → Integrations → API → Generate key
Actions

14 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

7 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

FAQs

Questions about Roofr + Actionist

How does Actionist connect to Roofr?
Go to the Apps tab in Actionist, find Roofr, and click Connect. You will need a Roofr API key, which you generate under Settings → Integrations → API in your Roofr account. Paste the key into Actionist and click Test connection. Actionist runs a read-only verification call to confirm the handshake before any actions or trigger listeners are activated. The connection takes under two minutes to set up.
Which Roofr plans support API access and webhooks?
Roofr's webhook triggers — including Proposal Signed, Proposal Viewed, Lead Created, and others — are available on Roofr's paid plans (Pro and above). The free Pay-As-You-Go plan has limited integration capability. Full API access for creating jobs and reading proposal data is typically available on Pro tier and above. If you are on the free plan and triggers are not firing, upgrading to Pro is the most common resolution. Check your current Roofr plan at Settings → Billing.
Can Actionist automatically create a Roofr job when a lead comes in from my website or CRM?
Yes. The Create Job and Customer action lets any agent create a new Roofr job from any upstream event — a form submission, a CRM deal creation, a Slack message, or a spreadsheet row. Actionist first calls Search Customers to check whether the email or address already exists in Roofr. If a match is found, the agent links the new job to the existing customer rather than creating a duplicate record. If no match is found, a fresh Job and Customer record is created with the address, contact name, and phone number you provide.
How quickly do Roofr webhook triggers fire in Actionist?
Roofr sends webhook events within about a minute of the triggering action — such as a proposal being signed, a lead being submitted via the Instant Estimator, or a proposal being viewed. Actionist processes the webhook and kicks off the downstream agent task within seconds of receiving it. The end-to-end latency from homeowner action to agent response is typically under two minutes in normal conditions.
Can Actionist sync signed Roofr proposals to QuickBooks or Xero automatically?
Yes. The standard workflow is: Proposal Signed trigger fires → Get Proposal Details retrieves the line items and total → Create Invoice creates the Roofr invoice → the agent then calls the QuickBooks Online or Xero action to create the customer and invoice record there simultaneously. This means accounting is updated the moment the deal is closed, with no manual re-entry. If the customer already exists in your accounting system, Actionist can be configured to match by email rather than creating a duplicate.
Can I use Actionist to alert my team when a homeowner opens a proposal?
Yes — this is one of the most popular Roofr workflows. The Proposal Viewed trigger fires within about a minute of a homeowner opening their quote. Actionist picks up the event, retrieves the proposal details (including how many times it has been viewed), and sends the assigned rep a Slack notification with the customer name, proposal total, and view count. The rep can call while the homeowner is actively reading the quote — the best possible moment to address questions in real time.
What happens if a Roofr proposal total is revised after signing?
The Proposal Total Adjusted trigger fires within about a minute of the revision. Actionist picks this up and can automatically update the corresponding invoice in Roofr to reflect the new total, sync the revised amount to QuickBooks or Xero, notify the production manager of the budget change via Slack, and recalculate the estimator's commission in the tracking sheet. Any adjustment that exceeds a threshold you define — for example, more than 10% above the original signed amount — can trigger a legal review flag requiring a supplemental agreement before work continues.
Can Actionist handle territory-based lead routing for multi-rep roofing companies?
Yes. When a new lead arrives via the Roofr Lead Created trigger or a Create Job and Customer action, Actionist can cross-reference the property's address against a territory mapping table you maintain in Google Sheets or Notion. Based on the postal code or region, the agent calls Assign Job to Rep to route the lead to the correct estimator. If the primary rep for that territory is marked as unavailable (for example, an out-of-office calendar event), the agent can automatically assign to the designated backup. The routing logic is fully configurable without any code.