Connect roofr and Lucid Meetings to Build Intelligent Automations

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Lucid Meetings

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Frequently Asked Questions

How do I start an integration between roofr and Lucid Meetings?

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

Can we customize how data from roofr is recorded in Lucid Meetings?

Absolutely. You can customize how roofr data is recorded in Lucid Meetings. This includes choosing which data fields go into which fields of Lucid Meetings, setting up custom formats, and filtering out unwanted information.

How often does the data sync between roofr and Lucid Meetings?

The data sync between roofr and Lucid Meetings 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 roofr to Lucid Meetings?

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 roofr and Lucid Meetings?

Yes, you can set conditional logic to control the flow of data between roofr and Lucid Meetings. 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.

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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Lucid Meetings

About Lucid Meetings

Lucid Meetings is an end-to-end platform for designing, running, and continuously improving the business meetings that power your organization's success.

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