Connect Formilla and roofr to Build Intelligent Automations

Choose a Trigger

Formilla

When this happens...

Choose an Action

roofr

Automatically do this!

Enable Integrations or automations with these events of Formilla and roofr

Enable Integrations or automations with these events of Formilla and roofr

Actions

Update Contact

Update Contact

Update a Contact's

Create Contact

Create Contact

create a contact's

Request a new Action for Formilla

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Frequently Asked Questions

How do I start an integration between Formilla and roofr?

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

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

Absolutely. You can customize how Formilla 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 Formilla and roofr?

The data sync between Formilla 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 Formilla 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 Formilla and roofr?

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

Formilla

About Formilla

Formilla.com is a leading provider of customer messaging software using a combination of Live Chat, Email, and In-app messaging tools in one powerful platform.

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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.

Learn More