Leap Roofr

Leap + Roofr Integrations, Built by an AI Agent

Put Leap + Roofr to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Leap and Roofr below — describe the exact one you want above and the Agent builds it on demand.

Leap + Roofr When a document is sent in Leap, attach roofing measurement or proposal details in Roofr. See details
Sync newly created leads across CRM platforms When a new lead is captured in Leap, automatically create or update the matching contact in Roofr to keep records synchronized. See details
Mirror deal outcomes in secondary pipeline accounts Whenever a deal is marked won in Roofr, update the corresponding opportunity stage in Leap for unified revenue reporting. See details
Log pipeline stage updates as CRM activities When a deal moves forward in Leap, log a status update activity on the corresponding account record in Roofr. See details

Browse the full workflow library →

Looking to achieve something else with Leap and Roofr?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Leap and Roofr

Everything Leap and Roofr can do inside a workflow — the triggers that start one and the actions that run when it fires.

Leap Explore Leap →

Leap is a sales and job management platform designed for home improvement contractors to generate estimates and manage contracts.

Triggers
Document Sent

Triggers when a new PDF file is sent.

Results Sent

Triggers when a user results an estimate.

Transaction Complete

Triggers when a new credit card or e-check transaction is completed.

Roofr Explore Roofr →

Roofr is an all-in-one sales and CRM platform designed specifically for roofing contractors to generate estimates and manage leads.

Triggers
Roofr Lead Created

Triggers when a new lead is submitted via a Roofr Instant Estimator.

Job Workflow Stage Changed

Triggers when a job moves to a different workflow stage.

Roofr Report Ordered

Triggers when a Roofr report is ordered from a Job record.

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.

Actions
Create Job and Customer

Creates a job and customer on Roofr.

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FAQ

Common questions about Leap + Roofr

Is there a pre-built Leap + Roofr automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Leap and Roofr's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Leap or Roofr connector?

No. The Agent works whether or not Leap or Roofr already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why would a team need to connect two CRM systems?

Common reasons include a merger or acquisition where each side kept its own CRM, or separate teams (direct sales vs. partner-led) standardized on different tools that still need shared contact and deal data.

Does this cause duplicate contact records?

No — the Agent can match on email or a shared identifier to update an existing contact in the other system instead of creating a duplicate.

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