Zapier is an automation platform that can be used to create a webhook which connects to popular apps like Facebook, CompanyCam, HighLevel, and many others.
Requirements
Zapier account (Starter tier or higher)
Roof Quote PRO™ active subscription
Overview
Automatically send your RoofQuote PRO™ lead data to other software applications, such as your CRM through a simple webhook.
PRO TIP: Check out Roofle's Webhooks Documentation to get a better sense of what to expect from the payload of the platform. Note that the page is not connected to any other APIs or systems.
Instructions
Create a Trigger for your Webhook
In your Zapier account, create a new zap and search for the trigger called "Webhooks by Zapier"
Choose the Event type 'Catch Hook' and click continue
For trigger step, leave 'Pick off a Child Key' blank and click continue
It will generate a unique webhook URL. Copy that URL.
Paste the Webhook URL in your PRO Portal
While leaving your Zapier page open, open a new browser tab sign in to your PRO Portal
Once signed in, find the Settings icon in the top right
Select Developer from the pop up menu
Inside the Developer settings, select the Webhooks tab.
Make sure Contact Form Completed is selected for the Webhook Type
Paste the Webhook URL you copied from Zapier into the box next to "https://"
Save your changes
Create a Test Contact
Go to any website page your RQP tool is installed OR use Rep Quotes in your Portal (if using Rep Quotes, be sure the Add lead to dashboard toggle is turned on)
Enter any address, click See My Price
Enter any contact info you choose (e.g. Test Lead)
Complete the submission by clicking "See My Price"
Test the Trigger
Go back to the Zapier account page where you left off
Click the Test Trigger button. This will locate your Test Lead information created in Step 3.
Click Continue
Congrats! You've Completed the Initial Setup 🎉
Once you've successfully set up your webhook trigger with a test lead, you're ready to connect any app or run automations supported by Zapier.
To connect with another service...
Create a Zapier Action
Search and select the application/destination for the Roof Quote Pro lead data.
Choose from the set of popular Actions to proceed with completing your Webhook automation (or make your own custom setup)
HEADS UP! Ensure your webhook URL does not contain an extra "https://" since it is already provided for the URL. This is a common mistake.
PRO TIP: You can add multiple actions to a single zap to support your lead follow-up process.
For example, you may want to first send the lead into to Acculynx, then immediately send an automated text message to the lead through ProLine, then create a new project in SumoQuote.
Advanced Instructions
If you desire a custom solution, it is possible to parse the raw Webhooks JSON. Follow the logic of the flow below.
Create a Webhook with Event type Catch Raw Hook
Test the Webhook using your RoofQuote PRO™ Widget and see the request body
Create a Code By Zapier Action
Parse the JSON with Javascript and modify it as needed. Then assign it to the output variable.
Add your next Zapier action (likely a CRM integration). You will be able to access the properties you modified with the output variable.