RoofLink Integration

Manage roofing jobs, customers, crews, work orders, inspections, photos and documents in RoofLink. Connect RoofLink project activity to workflows that keep stakeholders and delivery tools up to date. Start from Watch Company Products, then use Get a Crew or Get a Customer to move work forward.

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Supported triggers and actions for RoofLink integration

Triggers can detect changes in RoofLink and run actions that can create, search or modify data inside RoofLink automatically [3] — exactly how you set them.

Watch Company ProductsTriggers when a new company product is created.
Watch Company ResourcesTriggers when a new company resource is created.
Watch CrewsTriggers when a new crew is created.
Watch CustomersTriggers when a new customer is created.
Watch DocumentsTriggers when a new document is created.
Watch EmployeesTriggers when a new employee is added.
Watch EventsTriggers when a new event is created.
Watch InspectionsTriggers when a new inspection is created.
Watch Insurance CompaniesTriggers when a new insurance company is created.
Watch JobsTriggers when a new job is created.
Watch Management CompaniesTriggers when a new management company is created.
Watch Mortgage CompaniesTriggers when a new mortgage company is created.
Watch NotesTriggers when a new note is created.
Watch PaymentsTriggers when a new payment is recorded.
Watch PhotosTriggers when a new photo is uploaded.
Watch Prospective JobsTriggers when a new prospective job is created.
Watch SuppliersTriggers when a new supplier is created.
Watch TeamsTriggers when a new team is created.
Watch TodosTriggers when a new todo is created.
Watch Work OrdersTriggers when a new work order is created.
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.
List EmployeesRetrieves a list of employees, optionally filtered by search text or status.
List EventsRetrieves a list of calendar events, optionally filtered by date range, user, job or tag.
List InspectionsRetrieves a list of inspections, optionally filtered by job or completion status.
List Insurance CompaniesRetrieves a list of insurance companies.
List JobsRetrieves a list of jobs, optionally filtered by status.
List Management CompaniesRetrieves a list of management companies, optionally filtered by type or status.
List Mortgage CompaniesRetrieves a list of mortgage companies, optionally filtered by type or status.
List NotesRetrieves a list of notes the connected user can access, optionally filtered by job, tag or read status.
List PaymentsRetrieves a list of payments.
List Photo ChoicesRetrieves the photo choices used to attach photos in forms, optionally filtered by job.
List PhotosRetrieves a list of photos, optionally filtered by job or related item.
List Product CompaniesRetrieves a list of company products, optionally filtered by category or status.
List Prospective JobsRetrieves a list of prospective jobs (unapproved jobs in the sales pipeline) with many optional filters.
List RegionsRetrieves a list of the company's regions.
List SuppliersRetrieves a list of suppliers, optionally filtered by supplier or company.
List TeamsRetrieves a list of teams, optionally filtered by company or region.
List Today's EventsRetrieves the events scheduled for today, ordered by start time.
List TodosRetrieves a list of todos, optionally filtered by priority, tag, employee, job or dates.
List Work OrdersRetrieves a list of work orders, optionally filtered by crew, region, job or dates.
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.
Make an API CallPerforms an arbitrary authorized request to the RoofLink API.
Mark a Note as ReadMarks a note as read.
Mark a TodoMarks a todo as complete or incomplete.
Unarchive a NoteUnarchives a note for the connected user.
Update a CrewReplaces the details of an existing crew.
Update a CustomerUpdates the contact details of an existing customer.
Update a DocumentUpdates the name, description and tags of a document.
Update a JobUpdates only the given fields of an existing job.
Update a PhotoUpdates the name, description and tags of a photo.
Update a RegionUpdates an existing region with the given details.
Update a TodoUpdates the given fields of an existing todo.
Update an EventUpdates only the given fields of an existing event.
Upload a DocumentUploads a document file and creates a document record.

How to integrate RoofLink in automation workflow?

3 simple steps to make your RoofLink connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select RoofLink in workflow

Pick RoofLink app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect RoofLink

When prompted, authorize access to RoofLink in WEXTL once. RoofLink credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your RoofLink account. Approve?

STEP 3

Build a workflow

Build your workflow with RoofLink yourself or with WEXTL® AI Builder. Connect RoofLink to any available integrations [5], or use HTTP node to go beyond them.

RoofLink

How RoofLink connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever RoofLink app is called in workflows. That allows your project management automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that RoofLink supports.

Full RoofLink API documentation

The following table illustrates what fields RoofLink integration require during authorization flow inside our workflow builder [4].

Demonstration of RoofLink connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
API KeyRequired	password	In RoofLink, open Company Settings > API Keys, click Create API Key and paste the key here.

Connect RoofLink to popular apps on WEXTL

Enter a name of the other app you want to sync with RoofLink below. Click on selected app to explore integration options with RoofLink. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with RoofLink integration

Select Watch Crews trigger from RoofLink - this will be a starting point in your automation. Whenever event happens in RoofLink, workflow will start [7] from Watch Crews node.

Search for Activate a Crew, connect it as the next step of integration sequence. You can use filters between Watch Crews and Activate a Crew, so only important data pass from Watch Crews to the next step. WEXTL gives you full control over the process of RoofLink automation. All parts of workflow are visible on the canvas [4].

RoofLink on WEXTL has 102 modules for building project management automations. Explore RoofLink documentation for more.

RoofLink

Watch Crews

BlueFolder

Performs action

BlueFolder

Triggers

RoofLink

Activate a Crew

Demonstration of how visual RoofLink automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating RoofLink in your workflows.

RoofLink has 20 triggers, including "Watch Company Products", "Watch Company Resources", and "Watch Crews", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 82 actions, including "Get a Crew", "Get a Customer", and "Get a Document", and more. Refer to our RoofLink Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The RoofLink integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by RoofLink official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where RoofLink provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever RoofLink or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for RoofLink inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with RoofLink modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the RoofLink integration.

RoofLink integration source code, module specs and credentials implementation.
Internal RoofLink integration documentation, structured input and output parameters, scopes, and authentication methods.
Official RoofLink vendor API documentation — 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.
WEXTL® Apps Library
WEXTL® RoofLink App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

RoofLink Integration

Supported triggers and actions for RoofLink integration