STEP 1
Connect Canix and RoofLink
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Canix and RoofLink Integration
Keep Canix and RoofLink in sync by integrating their events and actions. When project management events happen in Canix, update the RoofLink automatically - without any line of code in visual workflow builder.
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Learn about Canix and RoofLink
Detailed info you need to know about Canix and RoofLink integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Canix to RoofLink
Set up your Canix and RoofLink integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Canix and RoofLink nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Canix and RoofLink. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Canix and RoofLink work in WEXTL?
WEXTL exposes actions and triggers for Canix and RoofLink that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Canix triggersRoofLink actions
Canix modules
- Add Item Standard CostAdds a standard cost to an item in the inventory system.
- Create a JobCreates a job with the specified details and parameters.
- Create a Purchase OrderCreates a purchase order in the system.
- Create a Sales OrderCreates a new sales order in the system.
- Create an ItemCreates a new item in the specified service.
- Create Item FilesCreates files for a specified item in the system.
- Create Item PhotosCreates photos for an item in the service.
- Delete an ItemDeletes an item from the selected service.
- Get a CustomerRetrieves information about a specific customer.
- Get a Job StatusRetrieves the status of a specific job.
- Get a Purchase OrderRetrieves a purchase order for viewing or processing.
- Get a Sale OrderRetrieves a sale order from the system.
- Get an ItemRetrieves a specified item from the database or service.
- Get CustomersRetrieves all customers from the service.
- Get ItemsRetrieves all items from the service.
- Get Purchase Order ContentsRetrieves the contents of a purchase order by its ID.
- Get Purchase OrdersRetrieves all purchase orders.
- Get Sale Order ContentsRetrieves the contents of a sale order.
- Get Sale Order PaymentsRetrieves sale order payments.
- Get Sales OrdersRetrieves all sales orders.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a Sale OrderUpdates a sale order with new information or modifications.
- Update a Sale Order Status NameUpdates the status name of a sale order.
- Update an ItemUpdates an item in the specified collection.
- Watch CustomersTriggers when a new customer is created.
- Watch ItemsTriggers when new items are available.
- Watch Purchase OrdersTriggers when a new purchase order is created.
- Watch Sales OrdersTriggers when a new sales order is created.
RoofLink modules
- Activate a CrewActivates a crew by its ID so it can be assigned to work orders and jobs.
- Activate a RegionActivates a region by its ID.
- Archive a NoteArchives a note for the connected user.
- Bulk Activate RegionsActivates several regions in one request.
- Bulk Deactivate RegionsDeactivates several regions in one request.
- Create a CrewCreates a new crew with its trades, regions, payment details and contact information.
- Create a JobCreates a new roofing job with its customer, address, reps and project details.
- Create a NoteCreates a new note on a job, optionally notifying the rep and emailing the customer.
- Create a PhotoCreates a new photo record, optionally linked to a job or line items.
- Create a RegionCreates a new region with its contact, address and business details.
- Create a TodoCreates a new todo assigned to a user, optionally linked to a job.
- Create an EventCreates a new calendar event with invitees, reminders and an optional job.
- Deactivate a CrewDeactivates a crew by its ID so it can no longer be assigned to new work orders and jobs.
- Deactivate a RegionDeactivates a region by its ID.
- Delete a CrewDeletes a crew by its ID.
- Delete a CustomerPermanently deletes a customer by its ID.
- Delete a DocumentSoft-deletes a document by its ID.
- Delete a PaymentDeletes a payment by its ID.
- Delete a PhotoDeletes a photo by its ID.
- Delete a RegionDeletes a region by its ID.
- Delete a SupplierDeletes a supplier by its ID.
- Delete a TeamDeletes a team by its ID.
- Delete a TodoPermanently deletes a todo by its ID.
- Delete a Work OrderDeletes a work order by its ID.
- Delete an EventDeletes an event by its ID.
- Delete an InspectionDeletes an inspection by its ID.
- Disable a Crew LoginDisables login access for a crew's user account.
- Enable a Crew LoginEnables login access for a crew's user account.
- Generate an Inspection DocumentGenerates the inspection report and saves it to the job's documents.
- Get a CrewRetrieves a single crew by its ID.
- Get a CustomerRetrieves a single customer by its ID.
- Get a DocumentRetrieves a single document by its ID.
- Get a JobRetrieves a single job by its ID.
- Get a NoteRetrieves a single note by its ID.
- Get a PaymentRetrieves a single payment by its ID.
- Get a PhotoRetrieves a single photo by its ID.
- Get a Prospective JobRetrieves a single prospective job by its ID.
- Get a RegionRetrieves a single region by its ID.
- Get a SupplierRetrieves a single supplier by its ID.
- Get a TeamRetrieves a single team by its ID.
- Get a TodoRetrieves a single todo by its ID.
- Get a Work OrderRetrieves a single work order by its ID.
- Get a Work Order ChecklistRetrieves the completion checklist of a work order.
- Get an EmployeeRetrieves a single employee by user ID.
- Get an EventRetrieves a single event by its ID.
- Get an InspectionRetrieves a single inspection by its ID.
- List Company ResourcesRetrieves a list of company resources, optionally filtered by company, type or visibility.
- List CrewsRetrieves a list of the company's crews, optionally filtered by status, trade or region.
- List CustomersRetrieves a list of customers, optionally filtered by rep, reviewer or region.
- List DocumentsRetrieves a list of documents, optionally filtered by job, tag or type.
Frequently asked questions
Common questions about connecting Canix and RoofLink.
Connect your Canix and RoofLink accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Canix's "Watch Customers" fires, WEXTL can "Activate a Crew" in RoofLink. Canix has 4 triggers (including Watch Customers, Watch Items, and Watch Purchase Orders); RoofLink has 82 actions (including Activate a Crew, Activate a Region, and Archive a Note). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Canix-to-RoofLink automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Canix (or RoofLink) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Canix + RoofLink automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Canix and RoofLink integration.
- Canix and RoofLink integration source code, module specs and credentials implementation.
- Our Canix and RoofLink integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Canix and RoofLink — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Canix integration information
- RoofLink integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library