Connect roofr and Survey Mechanics to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for roofr
Choose an Action
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- Request a new Action for Survey Mechanics
Integrate roofr with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Frequently Asked Questions
To start, connect both your roofr and Survey Mechanics accounts to viaSocket. Once connected, you can set up a workflow where an event in roofr triggers actions in Survey Mechanics (or vice versa).
Absolutely. You can customize how roofr data is recorded in Survey Mechanics. This includes choosing which data fields go into which fields of Survey Mechanics, setting up custom formats, and filtering out unwanted information.
The data sync between roofr and Survey Mechanics 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 Survey Mechanics. 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 Survey Mechanics
This is a test app built on behalf of Survey Mechanics to integrate the data captured through surveys in their platform to other APIs through Zaps.
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