Connect Sendme and roofr to Build Intelligent Automations
Choose a Trigger
When this happens...
New or Update Contact
Choose an Action
Automatically do this!
- Request a new Action for roofr
Enable Integrations or automations with these events of Sendme and roofr
Enable Integrations or automations with these events of Sendme and roofr
Triggers
New or Update Contact
Triggers when a contact is created or Updated.
Actions
Update Contact
Update contact in Sendme.
Create Contact
Create contact in Sendme
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your Sendme and roofr accounts to viaSocket. Once connected, you can set up a workflow where an event in Sendme triggers actions in roofr (or vice versa).
Absolutely. You can customize how Sendme data is recorded in roofr. This includes choosing which data fields go into which fields of roofr, setting up custom formats, and filtering out unwanted information.
The data sync between Sendme and roofr 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 Sendme and roofr. 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 Sendme
Sendme is a versatile platform designed to streamline your communication and file-sharing needs. Whether you're collaborating with a team or sharing important documents, Sendme ensures seamless and secure exchanges.
Learn MoreAbout 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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