Webhooks
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      Use RoofQuote PRO™ Webhooks with Zapier

      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

      Overview

      Automatically send your RoofQuote PRO™ lead data to other software applications, such as your CRM through a simple webhook.

      PRO TIP:  Check out our Webhooks Documentation to get a better sense of what to expect from the payload of our platform. Note that the page is not connected to any other APIs or systems.

      Instructions

      1. Create a Trigger for your Webhook
        1. In your Zapier account, create a new zap and search for the trigger called "Webhooks by Zapier"
          Zapier New Zap Webhooks

        2. Choose the Event type 'Catch Hook' and click continue
          Zapier Webhooks Catch Hook Event

        3. For trigger step, leave 'Pick off a Child Key' blank and click continue
          Zapier Webhook Pick off Child Key Blank

        4. It will generate a unique webhook URL. Copy that URL.
          zapier-webhook-url

      2. Paste the Webhook URL in your PRO Portal
        1. While leaving your Zapier page open, open a new browser tab sign in to your PRO Portal
        2. Once signed in, find the Settings icon in the top right
        3. Select Developer from the pop up menu
        4. Inside the Developer settings, select the Webhooks tab.
        5. Make sure Contact Form Completed is selected for the Webhook Type
        6. Paste the Webhook URL you copied from Zapier into the box next to "https://"
        7. Save your changes
          zapier-webhook-rqp-portal

      3. Create a Test Contact
        1. 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)
        2. Enter any address, click See My Price
        3. Enter any contact info you choose (e.g. Test Lead)
        4. Complete the submission by clicking "See My Price"

      4. Test the Trigger
        1. Go back to the Zapier account page where you left off
        2. Click the Test Trigger button. This will locate your Test Lead information created in Step 3.
        3. Click Continue
          zapier-webhook-test-lead

      5. Congrats! You've Completed the Initial Setup 🎉
        1. 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. 
        2. To connect with another service...
          1. Create a Zapier Action
            Zapier Action

          2. Search and select the application/destination for the Roof Quote Pro lead data.
          3. Choose from the set of popular Actions to proceed with completing your Webhook automation (or make your own custom setup)

      webhook URL extra https://
      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.

      1. Create a Webhook with Event type Catch Raw Hook


      2. Test the Webhook using your RoofQuote PRO™ Widget and see the request body


      3. Create a Code By Zapier Action


      4. Parse the JSON with Javascript and modify it as needed. Then assign it to the output variable.


      5. Add your next Zapier action (likely a CRM integration). You will be able to access the properties you modified with the output variable.