Connect roofr and momentifi to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between roofr and momentifi?

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

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

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

How often does the data sync between roofr and momentifi?

The data sync between roofr and momentifi 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 momentifi?

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 momentifi?

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

About momentifi

Momentifi Integration with the Momentifi, Relationship Planner or CMPS applications

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