SumoQuote + Roofr Integrations
Put SumoQuote + Roofr to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between SumoQuote and Roofr
See the kind of workflows teams build with SumoQuote and Roofr below — describe the exact one you want above and the Agent builds it on demand.
SumoQuote + Roofr
Sync signed report data from SumoQuote into Roofr.
Turn closed deals into client invoices
When a deal is marked won in Roofr, automatically create an invoice in SumoQuote so billing can start without delay.
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Update deal status when payments arrive
When a payment is received in SumoQuote, automatically update the deal stage in Roofr to keep sales reps informed of account standing.
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Sync client records between systems
When contact details are updated in Roofr, automatically sync the customer record in SumoQuote to maintain clean billing profiles.
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Browse the full workflow library →
Looking to achieve something else with SumoQuote and Roofr?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for SumoQuote and Roofr
Everything SumoQuote and Roofr can do inside a workflow — the triggers that start one and the actions that run when it fires.
SumoQuote Explore SumoQuote →
SumoQuote is a contractor proposal software that enables roofing and trades businesses to create custom sales quotes and invoices.
TriggersTriggers when a notification, sent from SumoQuote has bounced.
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
Triggers when an email, sent from SumoQuote, has been opened for the first time.
Triggers when a new SumoQuote project is created.
Triggers when a quote is sent for signatures. This trigger will be raised once per signature request sequence. A signature request sequence can include 1 - 4 signatories.
Triggers when a Report is signed by all signatories.
Creates a new SumoQuote Project
Updates a Project
Roofr Explore Roofr →
Roofr is an all-in-one sales and CRM platform designed specifically for roofing contractors to generate estimates and manage leads.
Knit's Integrations Agent builds Roofr's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Roofr's API.
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AccuLynx
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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 SumoQuote + Roofr
Is there a pre-built SumoQuote + Roofr automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches SumoQuote and Roofr's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built SumoQuote or Roofr connector?
No. The Agent works whether or not SumoQuote 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 linking SumoQuote and Roofr streamline the sales-to-finance handoff?
Closing a deal in Roofr can instantly create an invoice in SumoQuote, eliminating manual keying and speeding up revenue collection.
Can payment notifications in SumoQuote update deal stages in Roofr?
Yes, when a customer settles an invoice in SumoQuote, the corresponding deal stage in Roofr can automatically update to reflect a completed transaction.