Integrations roofr The Value Builder System
roofr + The Value Builder System

Connect roofr and The Value Builder System to Build Intelligent Automations

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roofr

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The Value Builder System

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Frequently Asked Questions

How do I start an integration between roofr and The Value Builder System?

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

Can we customize how data from roofr is recorded in The Value Builder System?

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

How often does the data sync between roofr and The Value Builder System?

The data sync between roofr and The Value Builder System 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 The Value Builder System?

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 The Value Builder System?

Yes, you can set conditional logic to control the flow of data between roofr and The Value Builder System. 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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The Value Builder System

About The Value Builder System

Value Builder is sales & marketing software purpose-built for business advisors to find, win and keep their best clients.

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