Salesmsg Roofr

Salesmsg + Roofr Integrations, Built by an AI Agent

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

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

Salesmsg + Roofr When a proposal is sent in Roofr, send an automated text message notification to the prospective client via Salesmsg. See details
Send text messages to newly created leads When a new lead is created in Roofr, automatically send a welcome SMS via Salesmsg to establish immediate contact. See details
Log inbound calls and missed calls in CRM When an inbound call or missed call occurs in Salesmsg, automatically log the activity on the contact's record in Roofr. See details
Dispatch text confirmations on won deals When a deal is won in Roofr, send an automated SMS via Salesmsg to confirm details with the client. See details

Browse the full workflow library →

Looking to achieve something else with Salesmsg 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 Salesmsg and Roofr

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

Salesmsg Explore Salesmsg →

Salesmsg is a business texting platform that enables sales and support teams to send and receive SMS messages with customers.

Triggers
New Contact Opted-Out

Triggers when a contact has opted-out.

New Text Message Received

Triggers when a new text message is received.

New Text Message Sent

Triggers when a new text message is sent.

New Contact

Triggers when you add a new contact.

Missed Incoming Phone Call

Triggers when an incoming phone call is missed.

New Phone Call Received

Triggers when a phone call is received.

Actions
Add Tag to Contact

Applies a tag to an existing contact.

Create Note

Creates a new note on a contact record.

Create or Update Contact

Creates a contact. Can be used to update a contact too.

Send a Group Text Message (SMS / MMS)

Creates and sends a group SMS to a group of contacts. (All contacts will see each others messages.)

Phone Number Lookup (PhoneCheckr)

Identifies the number's carrier and what type of phone it is (landline, mobile, VoIP, or null).

Remove Tag From Contact

Removes a tag from a contact if they have it.

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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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.
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Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Product Lead, RazorpayXPayroll
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.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

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FAQ

Common questions about Salesmsg + Roofr

Is there a pre-built Salesmsg + Roofr automation?

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

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

No. The Agent works whether or not Salesmsg 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.

How does connecting Roofr and Salesmsg help track phone communications?

Inbound calls, text messages, and missed calls handled in Salesmsg can automatically log activities or update lead profiles directly inside Roofr.

Can I automate text message follow-ups when deal stages change?

Yes, updating a deal stage in Roofr can prompt Salesmsg to send an automated SMS confirmation or message to the client.

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