Connect BoxHero and roofr to Build Intelligent Automations
Choose a Trigger
When this happens...
New Transactions
Choose an Action
Automatically do this!
- Request a new Action for roofr
Enable Integrations or automations with these events of BoxHero and roofr
Enable Integrations or automations with these events of BoxHero and roofr
Triggers
New Transactions
Return transactions created since the last scheduled run.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your BoxHero and roofr accounts to viaSocket. Once connected, you can set up a workflow where an event in BoxHero triggers actions in roofr (or vice versa).
Absolutely. You can customize how BoxHero data is recorded in roofr. This includes choosing which data fields go into which fields of roofr, setting up custom formats, and filtering out unwanted information.
The data sync between BoxHero and roofr typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between BoxHero and roofr. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About BoxHero
BoxHero simplifies inventory management for small to medium-sized businesses. Increase visibility with barcode and QR-code attachments.
Learn MoreAbout roofr
Roofr: spend less time on admin and more time growing your roofing business. Manage reports, proposals, invoicing, payments, and more, on our easy-to-use platform.
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