To navigate to Integrate Zapier select the profile emoji in the top right corner, select Profile & Settings> select Integrate Zapier in the left side bar. Admins have the ability to edit Company Settings.
Zapier is a software that acts as an communication intermediary between two applications . The communication can be setup to go from another application through Zapier and into Rooflink, Zapier>ROOFLink, or from ROOFLink through Zapier and into another application, ROOFLink>Zapier.
Get leads from another application to Rooflink via Zapier
Select the Zapier>ROOFLink
Rooflink will display a webhook URL that you will need in the Zap Setup Action.
Get started
- 1. Log into your zapier account
- 2. Select or create a new zap from "Create Zap" button
Setup Trigger
- 1. These steps are to setup a Zap from Facebook Ads to ROOFLINK. A similar approach can be used to setup a Zap from any other system to ROOFLINK.
- 2. In the "Trigger" modal, search for "Facebook Lead Ads" and select it
- 3. In the "Trigger event" dropdown, select "New Lead" and click Continue
- 4. Choose/connect your facebook account. This is the account from which you will run your ads. Click Continue
- 5. In "Set up trigger" section, select your Page from the dropdown.
- 6. Select a ad form in "Form" dropdown, your facebook form can contain following fields
first_name
last_name
email
street_address
city
state
zip_code
phone_number
lead_source
note
job_type
rep
- 7. Below are REQUIRED fields that you must send over to rooflink
first_name
email
street_address
city
state
zip_code
- 8. "job_type" field can be set to either "Residential" or "Commercial".
- 9. "rep" field (if included) must be username of rep you want to associate to the job created
- 10. You can also schedule inspection by passing below fields with provided format. (PS: Both should be present)
inspector=email
date_inspection_scheduled=yyyy-mm-dd HH:MM
Setup Action
- 1. In the "Action" modal, search form "Webhooks by zapier" and select it
- 2. In "Action event", select "POST" and click Continue
- 3. In "Set up action" > "url" field, paste the webhook. You can copy it from above input box
- 4. Select payload type as "Form"
- 5. Set "Wrap Request in Array" as "No"
- 6. Set "Unflatten" as "Yes". Leave everything else as it is. Click Continue
- 7. You can "Test & Review" your zap to make sure this integration is working fine.
You are all set now. If you have any issues, please contact support@roof.link
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Get leads from Rooflink to another application via Zapier
Select ROOFLink>Zapier, then select Add Webhook
The following fields are Required
Webhook URL- This will be provided by Zapier (or other 3rd party app) and needs to be copied and pasted here.
Trigger- Selecting a milestone will determine when the customers information is sent to Zapier (or other 3rd party app)
Name- Name your Zap so you can easily identify it.
The following fields are available (optional) to provide push restrictions or customized push conditions
Push Restrictions
- If Customer has an email
- If customer has a phone number
- If customer has a name
Lead Source must be (optional)
- Lead Source must be __________________
- Customer price greater than __________________
- Job Type __________________
- Bid Type __________________
- Claim Status __________________
- Region __________________
- Do not send if __________________
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