Send text messages to newly created leads
When a new lead is created in Roofr, automatically send a welcome SMS via Smith.ai to establish immediate contact.
4.9/5 on G2·
Google for Startups Accelerator
How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Smith.ai Explore Smith.ai →
TriggersFires when a new text message is received in Smith.ai.
Fires when a new call comes in or out through Smith.ai.
Fires when a call is missed in Smith.ai.
Fires when a call recording finishes processing in Smith.ai.
Sends a text message through Smith.ai.
Starts an outbound call via Smith.ai.
Creates or updates a contact in Smith.ai.
Sends a recorded voice message via Smith.ai.
Roofr Explore Roofr →
TriggersFires when a new contact or lead is added to Roofr.
Fires when a field on a contact changes in Roofr.
Fires when a deal, case or record moves to a new stage in Roofr.
Fires when a deal is marked won in Roofr.
Creates or updates a contact in Roofr.
Creates a new deal in Roofr.
Moves a deal or record to a new stage in Roofr.
Logs a call, email, or note against a record in Roofr.
More Smith.ai + Roofr workflows
Log inbound calls and missed calls in CRM
When an inbound call or missed call occurs in Smith.ai, 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 Smith.ai to confirm details with the client.
See details
See all Smith.ai + Roofr integrations → · Browse the full workflow library →
Common questions
Can Knit build “Send text messages to newly created leads” between Smith.ai and Roofr?
Yes — describe it in the box above and Knit's Integrations Agent researches Smith.ai and Roofr's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Roofr and Smith.ai help track phone communications?
Inbound calls, text messages, and missed calls handled in Smith.ai 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 Smith.ai to send an automated SMS confirmation or message to the client.