Connect daylite and roofr to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between daylite and roofr?

To start, connect both your daylite and roofr accounts to viaSocket. Once connected, you can set up a workflow where an event in daylite triggers actions in roofr (or vice versa).

Can we customize how data from daylite is recorded in roofr?

Absolutely. You can customize how daylite 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.

How often does the data sync between daylite and roofr?

The data sync between daylite and roofr typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from daylite to roofr?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between daylite and roofr?

Yes, you can set conditional logic to control the flow of data between daylite 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.

daylite

About daylite

Daylite is a CRM for macOS & iOS that helps you and your team manage more clients, close more deals, and finish more projects. It works with many of the built-in Apple features you know and love like Apple Mail, Contacts, Calendar, Siri, and more!

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roofr

About 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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