Obtaining Estimation, Proposal, and Order data using Zapier

Hover's Zapier integration features three triggers that all you to programmatically obtain data from the different features available in Hover's Transform plan.

These triggers will notify a Zapier process when an estimate, proposal, or order has been generated within your Hover organization. At that point, you can obtain data from those objects and send them to the system of your choosing.

Please note, you have to be on Hover's Transform Plan and have access to the Hover estimation product in order to access this data, and you will also need to authorize access to your zapier account through Hover. For more information on Hover's plans, please visit our pricing page.

Estimate Generated

Estimates can only be generated by utilizing the Hover web application. When a property has been captured, users will have the ability to go through an estimation workflow that is set up for their organization. At the end of this flow, users can select a Generate Estimate button, which is associated with the trigger in the Hover Zapier Integration (Estimate Generated in Hover).

Below is an example of the data that you can obtain from an estimate when has been generated in Hover:

{
  id: "2aa4115f-8987-447c-bdac-621ab9a53e4b",
  jobId: 8313969,
  createdAt: "2023-12-04T16:39:43Z",
  totalPrice: 97919.900707,
  totalCost: 58983.4121,
  totalDiscount: 0,
  laborTotalCost: 28776.9244,
  materialTotalCost: 29337.2377,
  materialSubtotalTax: 1179.0877,
  materialSubtotalPretaxCost: 28158.15,
  profitAmount: 38936.488607,
  profitMargin: 39.76361120249435,
  Estimates: [
    {
      id: 1,
      tradeType: "SIDING",
      totalPrice: 58136.756939,
      template: {
        name: "James Hardie - 7 1/4\" Lap Siding (Statement Colors)"
      }
    },
    {
      id: 2,
      tradeType: "ROOF",
      totalPrice: 39783.143768,
      template: {
        name: "GAF Timberline® HDZ™"
      }
    }
  ],
  salesOpportunity: {
    id: 262739,
    job: {
      externalIdentifier: "Mrs. Smith’s House",
      location: {
        line1: "225 Bush St.",
        line2: null,
        city: "San Francisco",
        region: "CA",
        country: null,
        postalCode: "94104"
      }
    }
  }
}

Proposal Generated

When you select an estimate in Hover, users have the option to generate a proposal. The following additional data will also be available, and you can similarly use the “Proposal Generated in Hover” zapier trigger to access it.

{
  id: "1124116f-1191-43d5-8e3c-4af279662998",
  createdAt: "2023-12-04T16:44:10Z",
  updatedAt: "2023-12-04T16:44:13Z",
  customerName: "Pine Grove",
  customerEmail: "[email protected]",
  state: "COMPLETE",
  totalPrice: 97919.900707,
  signatureRequest: {
    createdAt: "2023-12-04T16:44:40Z",
    signedAt: null
  },
  pdf: {
    redirectUrl: "https://ehi.hover.to/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBMUtrQ3c9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--1d196158428f1a9f178660d27b9dfc5b9ab76124/document.pdf"
  },
  user: {
    id: 1342344,
    firstName: "Jamie",
    lastName: "Sharpless",
    email: "jamie@jamiesremodeling"
  },
  salesOpportunity: {
    job: {
      id: 8313969,
      externalIdentifier: "Mrs. Smith’s House",
      location: {
        line1: "225 Bush St",
        line2: null,
        city: "San Francisco",
        region: "CA",
        postalCode: "94104",
        country: null
      }
    },
    estimateGroup: {
      estimates: [
        {
          id: 1,
          tradeType: "SIDING",
          name: "James Hardie - 7 1/4\" Lap Siding (Statement Colors)",
          active: true,
          discount: 0,
          discounts: 2
        },
        {
          id: 2,
          tradeType: "ROOF",
          name: "GAF Timberline® HDZ™",
          active: true,
          discount: 0,
          discounts: 2
        },
        {
          id: 3,
          tradeType: "ROOF",
          name: "GAF Timberline® HDZ™",
          active: true,
          discount: 0,
          discounts: 2
        }
      ]
    }
  }
}

Order Generated

Once a material and labor list is generated and an order is placed, the information in your production console is also also available to pull from your Hover account using the “Order Generated in Hover” trigger in addition to being able to edit and download it directly from the platform.

{
  id: "8dc835a1-685d-49f4-82bf-2c2b31eb27d0",
  orderExternalIdentifier: 123,
  createdAt: "2023-12-07T17:57:53Z",
  updatedAt: "2023-12-07T17:57:56Z",
  productionListId: 210338,
  templateName: "GAF HDZ (Beacon Demo)",
  fileUrl: "https://ehi.hover.to/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBMjY2Q3c9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--304e6670c95cdac7ed806b0fe5fbbefad733536b/Material_Order_PO%23123.pdf",
  orderType: "MATERIAL",
  tradeType: "ROOF",
  jobDetails: {
    id: 10871923,
    externalIdentifier: "Mrs. Smith’s House",
    location: {
      line1: "225 Bush St",
      line2: null,
      city: "San Francisco",
      region: "CA",
      postalCode: "94104",
      country: "US"
    }
  }
}