Roofr + DealMachine Integrations, Built by an AI Agent
Put Roofr + DealMachine to work with AI and enterprise-grade automation
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Workflows you can build between Roofr and DealMachine
See the kind of workflows teams build with Roofr and DealMachine below — describe the exact one you want above and the Agent builds it on demand.
Roofr + DealMachine
When a prospect status changes in DealMachine, update lead progress in Roofr.
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Sync newly created leads across CRM platforms
When a new lead is captured in Roofr, automatically create or update the matching contact in DealMachine to keep records synchronized.
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Mirror deal outcomes in secondary pipeline accounts
Whenever a deal is marked won in DealMachine, update the corresponding opportunity stage in Roofr for unified revenue reporting.
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Log pipeline stage updates as CRM activities
When a deal moves forward in Roofr, log a status update activity on the corresponding account record in DealMachine.
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Browse the full workflow library →
Looking to achieve something else with Roofr and DealMachine?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Roofr and DealMachine
Everything Roofr and DealMachine can do inside a workflow — the triggers that start one and the actions that run when it fires.
Roofr Explore Roofr →
Roofr is an all-in-one sales and CRM platform designed specifically for roofing contractors to generate estimates and manage leads.
TriggersTriggers when a new lead is submitted via a Roofr Instant Estimator.
Triggers when a job moves to a different workflow stage.
Triggers when a Roofr report is ordered from a Job record.
Triggers when a proposal is moved to lost by a user.
Triggers when a proposal is sent to a client.
Triggers when a proposal is signed by a client.
Creates a job and customer on Roofr.
DealMachine Explore DealMachine →
DealMachine is a real estate lead generation and CRM software that allows investors to track properties, discover owner contacts, and automate direct mail.
TriggersFires when a property or person becomes a prospect in DealMachine, whether it was saved in the app, added from a list, or created through the API. Free.
Fires when someone writes a note on a prospect, from the app, the mobile app, or the API. Free.
Fires when a prospect moves between Active, Opportunity, and Archived. Narrow it to one destination status to react to new opportunities or archived leads. Free.
Fires when a tag is added to a prospect. Pick a tag to fire only for that one, for example to start a sequence when a lead receives the Probate tag. Free.
Attach a file from an earlier Zap step to a prospect. Supports files up to 25 MB and records the attachment in the prospect timeline. Free.
Write a note on a prospect. It shows in the prospect timeline in the app and the mobile app. Free.
Add a property or person to your prospects. Pass a DealMachine record ID, or a street address to match the property first (address matching uses 1 property credit). Adding an existing prospect returns it unchanged.
Tag a prospect. Choose an existing tag, or type a name and DealMachine creates the tag if it does not exist. Free.
File properties or people into a DealMachine list. By default they also become prospects, so they show in the Prospects workspace and fire New Prospect. Free.
Move a prospect to Active, Opportunity, or Archived. Archiving also ends its mail and closes open opportunities; list memberships are kept. Free.
Other CRM apps on Knit
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ABC Sales AI
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AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Roofr + DealMachine
Is there a pre-built Roofr + DealMachine automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Roofr and DealMachine's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Roofr or DealMachine connector?
No. The Agent works whether or not Roofr or DealMachine 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.