Connect onboard and roofr to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between onboard and roofr?

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

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

Absolutely. You can customize how onboard 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 onboard and roofr?

The data sync between onboard 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 onboard 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 onboard and roofr?

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

onboard

About onboard

onboard is a smart software that supports you in your search for employees and managing them afterwards.

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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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