Connect RoughFigure to Make

Make (make.com, formerly Integromat) connects RoughFigure to thousands of other apps with visual scenarios. It’s part of the Pro plan, and an owner or admin needs to set it up.

First, create a key

1. In RoughFigure, go to Integrations and find Make.
2. Click Create a key for Make and copy the key. We only show it once, so keep it somewhere safe. It can read leads and estimators and change a lead’s status, nothing else.

With the RoughFigure app in Make

If you see Open in Make on the Make card, use it to add the RoughFigure app to your Make account, then:

1. In a scenario, add a RoughFigure module and click Create a connection. Paste your key.
2. Pick what you need:
   • Watch New Leads starts a scenario when someone sends their details through your estimator. You can limit it to one estimator.
   • Watch New Site Visits starts a scenario when a visit is booked. It includes a ready-made time like “Tuesday 17 November, 9:00 am – 10:00 am” in your time zone, and the customer’s details.
   • Update Lead Status moves a lead to New, Contacted, Quoted, Won or Lost. Give it the lead’s ID, or just the customer’s email address.
   • Search Leads, Get a Lead and Make an API Call for anything else.
3. Turn the scenario on. RoughFigure starts sending to it straight away, and stops when you turn it off.

With Make’s own Webhooks and HTTP modules

This works for any Make account, with no app to add.

To receive new leads or booked visits:

1. In Make, add Webhooks → Custom webhook, click Add, and copy the address it gives you.
2. In RoughFigure, go to Integrations → Webhooks → Add webhook, paste the address and tick New lead or Site visit booked.
3. So Make learns the fields: for new leads, open the webhook’s menu in RoughFigure and choose Send test (it sends a sample lead called “RoughFigure connection check”). For site visits, book a test visit on your estimator page. Then turn the scenario on.

Each message has type (lead.created, booking.created, or ping for a test) and data.lead with the customer’s details. Booked visits also have data.booking with the time. Add a filter on type if a scenario should ignore tests.

To update a lead from a scenario:

1. Add HTTP → Make a request.
2. URL: https://api.roughfigure.com/v1/leads/ followed by the lead’s ID. Method: PATCH.
3. Add a header Authorization with the value Bearer followed by your key.
4. Body type Raw, content type JSON, with {"status": "won", "finalJobValue": 42000}. Amounts are in pence or cents, so 42000 is 420.00.

There’s a link to the full API documentation on Integrations.

Good to know

• Revoking the key stops its scenarios and removes the webhooks it added.
• Nothing is sent for leads from before you connected.
• If Make is down, we keep trying for about four hours, then show the failure under Integrations → Webhooks.

Prefer Zapier? See webhooks, the API and Zapier.