Connect roofr and ca office automation to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your roofr and ca office automation accounts to viaSocket. Once connected, you can set up a workflow where an event in roofr triggers actions in ca office automation (or vice versa).
Absolutely. You can customize how roofr data is recorded in ca office automation. This includes choosing which data fields go into which fields of ca office automation, setting up custom formats, and filtering out unwanted information.
The data sync between roofr and ca office automation 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 roofr and ca office automation. 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 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 MoreAbout ca office automation
CA Office Automation is an ERP tool for CPA & Accounting service providers.
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