Integration
Connect Planning Center to RoofTap
When something happens in Planning Center, your agent does the next thing in RoofTap. Describe it in plain language and the automation is built, tested on every branch and kept running.
Build it
What do you want Planning Center and RoofTap to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
Ask the assistant
You'll sign in before anything runs. What you typed comes with you.
Or work from Claude Code
Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.
Connect Claude CodeEverything your agent can do with Planning Center and RoofTap
Triggers and actions 6 triggers · 1 action
Trigger
New DonationTriggers when a donation is received.
- New Form Submission
Triggers when a form submission is received.
- New List Result
Triggers when the specified List has a new Person added.
- New Plan
Triggers when a new plan is created in the selected service type.
- New Profile
Triggers when a new Profile is created.
- New Workflow Card
Triggers when a new workflow card is created in a specific workflow.
Action
Enrich Lead With Roof DataLooks up a US street address and returns RoofTap's roofing record for it — roof measurements and pitch, material takeoff, property and owner details, storm history, solar potential and a data-confidence rating.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews