How to Get Started with Roofr on Zapier

About Roofr's Integration

What kind of authentication does Roofr use?

Roofr uses API keys.

Do I need a paid Roofr account to use Roofr with Zapier?

You need a Roofr Pro plan or higher to use the Proposals product.

Do I need special account permissions in Roofr to use Roofr with Zapier?

You need to be a Roofr team owner to create an API key to connect Roofr to Zapier.

Are there any API token limits in Roofr when I use Roofr with Zapier?

No, there are no token limits when using Roofr with Zapier.

Are there any webhook subscription limits in Roofr when I use Roofr with Zapier?

Roofr doesn't have any webhook subscription limits when you use Roofr with Zapier.

Are custom fields in Roofr supported when I use Roofr with Zapier?

No, Roofr does not support custom fields.

Does Roofr use real trigger samples from my Roofr account?

No, Roofr does not provide real trigger samples from your Roofr account. Only generic samples are provided.

What kind of Roofr hosted account can I use with Zapier?

Roofr's Zapier integration supports self-hosted accounts only.

Connecting with Roofr

When you create a Roofr Zap, you'll be asked to enter your Roofr API key.

Roofr API Key

To locate your API Key in your Roofr account, please follow these steps:

  1. Log into you Roofr account:
  2. Click Company in the left sidebar.
  3. Click Company Profile in the top menu.
  4. Scroll to the bottom of the page to find Zapier.
  5. Enter a token name then click Create Token.
  6. Copy the API key to your clipboard.

Roofr API Key in account

Paste your key back into your Zapier account and then “Continue.”

If all steps were successful, your Roofr account will be connected.

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