STEP 1
Connect Fergus 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.
Fergus and RoofLink Integration
Keep Fergus and RoofLink in sync by integrating their events and actions. When project management events happen in Fergus, update the RoofLink automatically - without any line of code in visual workflow builder.
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Learn about Fergus and RoofLink
Detailed info you need to know about Fergus and RoofLink integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Fergus to RoofLink
Set up your Fergus and RoofLink integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Fergus 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 Fergus and RoofLink. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Fergus and RoofLink work in WEXTL?
WEXTL exposes actions and triggers for Fergus 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.
Fergus triggersRoofLink actions
Fergus modules
- Accept a QuoteAccepts a quote in the system and confirms the transaction.
- Archive a SiteArchives a site.
- Create a Calendar EventCreates a new calendar event.
- Create a ContactCreates a new contact.
- Create a CustomerCreates a new customer.
- Create a JobCreates a new job in the system.
- Create a Job PhaseCreates a new phase for a job.
- Create a Job QuoteCreates a new quote for a job.
- Create a SiteCreates a new site.
- Create an EnquiryCreates a new enquiry.
- Decline a QuoteDeclines a quote in the service.
- Delete a Calendar EventDeletes a calendar event from the specified calendar.
- Delete a CustomerDeletes an existing customer.
- Finalize a JobMarks a job as finalized.
- Get a Calendar EventRetrieves an existing calendar event.
- Get a ContactRetrieves a specific contact.
- Get a CustomerRetrieves a specific customer.
- Get a Customer InvoiceRetrieves a specific customer invoice.
- Get a FavouriteRetrieves favourites for a specific section.
- Get a JobRetrieves a specific job.
- Get a Job Financial SummaryRetrieves the financial summary for a job.
- Get a Job PhaseRetrieves a specific job phase.
- Get a Job Phase Financial SummaryRetrieves the financial summary for a job phase.
- Get a Job QuoteRetrieves a specific job quote.
- Get a Price BookRetrieves a specific price book.
- Get a Price Book ItemRetrieves a specific price book item.
- Get a Pricing TierRetrieves a specific pricing tier.
- Get a QuoteRetrieves a quote using its GUID.
- Get a SiteRetrieves a specific site.
- Get a UserRetrieves a single user.
- Get an EnquiryRetrieves an enquiry.
- List Calendar EventsRetrieves all calendar events.
- List ContactsRetrieves all contacts.
- List Customer InvoicesRetrieves all customer invoices.
- List CustomersRetrieves all customers.
- List EnquiriesRetrieves all enquiries.
- List FavouritesRetrieves all favourites.
- List Job PhasesRetrieves all phases for a job.
- List Job QuotesRetrieves all quotes for a job.
- List JobsRetrieves all jobs.
- List NotesRetrieves all notes and their replies.
- List Price Book ItemsRetrieves items in a price book.
- List Price BooksRetrieves all price books.
- List Pricing TiersRetrieves all pricing tiers.
- List SitesRetrieves all sites.
- List Stock on HandRetrieves stock on hand across all phases.
- List Stock on Hand by PhaseRetrieves stock on hand for a job phase.
- List Time EntriesRetrieves all time entries.
- List UsersRetrieves all users.
- Make an API CallPerforms an arbitrary authorized API call.
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 Fergus and RoofLink.
Connect your Fergus 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 Fergus's "Watch Calendar Events" fires, WEXTL can "Activate a Crew" in RoofLink. Fergus has 12 triggers (including Watch Calendar Events, Watch Contacts, and Watch Customer Invoices); 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. Fergus-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 Fergus (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 Fergus + 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 Fergus and RoofLink integration.
- Fergus and RoofLink integration source code, module specs and credentials implementation.
- Our Fergus and RoofLink integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Fergus 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.
- Fergus integration information
- RoofLink integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library