Rabbet Integration
Construction & DevelopmentWhat It Does
Rabbet is a construction-finance platform built specifically for the draw process — the recurring, document-heavy cycle in which a developer requests funds from a construction lender, the lender reviews the backup, and money moves. Where a tool like Procore runs the construction project (RFIs, submittals, daily logs, schedule), Rabbet runs the money side of that same project: it centralizes the draw package, the invoices and pay applications behind each line item, the conditional and unconditional lien waivers from every tier of subcontractor, and the live budget. It is used in two directions at once — by developers and equity sponsors assembling draws, and by construction lenders, debt funds, and asset managers reviewing dozens of projects at once.
Why Real Estate Professionals Use It
For a developer or equity sponsor, the draw is where carrying cost is won or lost. Every day a draw sits incomplete — a missing lien waiver, an invoice that does not reconcile to a budget line, a math error in the pay app — is a day of construction-loan interest accruing on funds you have already spent but not yet been reimbursed for. Rabbet structures that whole cycle, and an automation layer on its API turns the structure into speed: a draw can be assembled the moment a billing period closes, the lender notified the same hour, and the approved draw amount fed straight into your project model so cost-to-complete and yield-on-cost stay current without a single manual cell entry. That feed is exactly what the /solutions/pro-forma-generator is built to receive, so your return projections reflect funded reality instead of last month's spreadsheet.
AI Solutions for Construction
Ebook
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Property Data Enrichment
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Universal CRM Sync Hub
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Key Features for Real Estate
Discover how Rabbet powers real estate automation workflows
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Feature
Draw Package Assembly and Submission
Build a complete construction draw in one workspace: requested amounts per budget line, the invoices and pay applications behind each line, supporting documents, and a submission record routed to the lender for review.
Real Estate Impact
The draw is the developer's reimbursement event, and lender deadlines are fixed. Automating draw assembly off Rabbet's data means the package goes out the day a billing period closes instead of after two days of coordinator work — directly shortening the interest-carry gap between spend and reimbursement.
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Automation Workflows
Ready-to-deploy workflows powered by Rabbet + NextAutomation
Workflow 1 of 4
Intermediate
Invoice Uploaded → AI Line-Item Match + Lien-Waiver Check
When a new invoice or pay application is added to a project in Rabbet, an AI layer extracts the line items, matches them to the correct budget codes, and cross-checks whether the corresponding lien waiver exists and matches. Mismatches and missing waivers are flagged to the coordinator before the draw is ever assembled.
Trigger: New invoice or pay application created on a Rabbet project (Rabbet API: invoice/document created event, or scheduled poll of recent uploads)
Workflow Steps
1Detect new invoice/pay-app on the project via the Rabbet API (event or scheduled poll of recently added documents)
2Pass the invoice to an AI extraction step to pull vendor, amounts, and line descriptions from the document
3Match each extracted line to a Rabbet budget code using the project's budget retrieved via API
4Query Rabbet for the lien waiver tied to this vendor and period; compare waiver amount and covered period to the invoice
+3 more steps
Invoices are validated against budget and lien-waiver requirements the moment they land — so a draw is assembled from clean, reconciled documents instead of being rejected by the lender's reviewer days later.
Triggers & Actions
Connect Rabbet to your workflows with powerful triggers and actions
Triggers
Invoice or Pay Application Added
Fires when a new invoice or AIA-style pay application is uploaded to a Rabbet project (detected via the Rabbet API event or a scheduled poll of recent documents).
When an invoice is added, run AI extraction to match its lines to budget codes and check that the matching lien waiver exists before the draw is assembled.
Draw Status Changed
Fires when a draw moves between states such as In Progress, Submitted, Approved, or Funded on a Rabbet project.
When a draw is marked Funded, assemble the final lender package, push approved invoices to QuickBooks, and update the cost-to-complete in the pro forma.
Lien Waiver Status Updated
Fires when a conditional or unconditional lien waiver is received, matched, or marked outstanding against an invoice or period.
When a required waiver is still outstanding within the pre-draw window, draft a targeted reminder to the responsible subcontractor for one-click approval.
Budget Line Updated
Fires when a project budget line changes — an approved change, a new commitment, or amount drawn against the line.
When a budget line's drawn-plus-committed total crosses a threshold of its approved amount, alert the development lead and recompute cost-to-complete.
Draw Submitted to Lender
Fires when a completed draw package is submitted to the construction lender for review through Rabbet.
On submission, log the draw number and requested amount to the construction-loan tracker and start an SLA timer for lender response.
Actions
Retrieve Project Budget
Read a project's full budget via the Rabbet API: original budget, approved changes, drawn-to-date, committed, and remaining per line item.
Pull the current budget nightly to refresh cost-to-complete and yield-on-cost in your underwriting model without any manual entry.
Retrieve Draw and Line Items
Read a specific draw, its requested or funded amounts, and the invoices and documents behind each line item via the API.
After a draw is approved, fetch its line-item detail to assemble the lender package and the matching accounting entries.
Read Lien Waiver Status
Query the conditional/unconditional waiver status for a project, vendor, or period to determine which waivers are still blocking funding.
Compute a funding-readiness score per project by measuring the share of draw value covered by complete, matched waivers.
Create or Update Project Record
Create a new Rabbet project shell or update project-level details (name, address, budget reference) via the API.
When a new development deal moves to 'Construction Loan Closed' in your pipeline, create the Rabbet project shell with its address and initial budget from underwriting.
Upload Supporting Document
Attach a document — an invoice, executed waiver, inspection certificate, or lender memo — to the correct project and draw via the API.
When an executed lien waiver arrives by email, parse it and upload it to the matching project and draw period so the package is complete for review.
Setup Guide
Get started in approximately 30-45 minutes for credentials and a first budget read; 3-4 hours for invoice validation with lien-waiver checks; 1-2 days for full draw-package, accounting-sync, and variance reporting
Prerequisites
- An active Rabbet account on a plan that includes API access (confirm API availability and credentials with your Rabbet account manager)
- Rabbet API credentials (API key or OAuth client) scoped to the projects your automation will read and write
- An n8n instance (cloud or self-hosted) with the HTTP Request node for Rabbet API calls
- A mapping table that links each Rabbet project ID to your internal deal ID (asset name / underwriting file) so automations reference the right pro forma
- Destination credentials for downstream systems you will sync to — QuickBooks for accounting, Google Sheets or Airtable for trackers, Slack for alerts
1
Confirm API access and obtain credentials
Contact your Rabbet account manager to confirm your plan includes API access and to provision credentials (API key or OAuth client). Note the base URL and authentication scheme from Rabbet's developer documentation, and identify which objects you can read and write — projects, budgets, draws, invoices, line items, and document/waiver status.
Ask Rabbet whether your account supports outbound webhooks for draw and document events. If it does, you get real-time triggers; if not, a scheduled poll of recent draws and uploads is a reliable fallback.
2
Store credentials securely in n8n
Create a reusable HTTP Request credential in n8n holding the Rabbet base URL and your API key or OAuth token, so no secret is hard-coded in individual workflow nodes. If Rabbet uses OAuth with expiring tokens, build a small sub-workflow that refreshes the token and chain it as the first step of every Rabbet workflow.
Use a dedicated Rabbet service identity for automation rather than a named employee's login — if that person leaves, your token pipeline keeps working.
3
Test a read: pull one project's budget
Build a scheduled workflow that calls the Rabbet API to fetch a single project's budget and draw list. Inspect the response to learn the exact field names for original budget, drawn-to-date, committed, remaining, and waiver status. Log the raw response to a Google Sheet for a few days so you have real samples while building.
Rabbet's response shapes are consistent, but field names differ between the budget, draw, and document endpoints. Capturing real samples early saves hours when you wire reconciliation logic.
4
Build the project-to-deal mapping
Create a lookup table (Airtable or Google Sheets) mapping each Rabbet project ID to your internal deal ID, SPV name, and pro forma file. Every automation references this table to route a Rabbet event to the right downstream record — the bridge between construction-finance data and your underwriting and accounting layers.
Add the lender contact and draw-deadline cadence to the same row. The waiver-sweep and draw-package workflows both need to know who to notify and when each project's draw is due.
5
Wire your first end-to-end workflow
Start with the invoice-validation flow: on a new invoice, run AI extraction, match lines to Rabbet budget codes, check the matching lien waiver, and post a Slack alert with any gaps. Run it against one real project until the matching and waiver checks are trustworthy before adding the draw-package and accounting-sync steps.
Keep a human one-click approval step before anything leaves your systems — a reminder email to a subcontractor or a package to a lender. Automate the assembly and the checking; keep a person on the send.
6
Connect downstream: pro forma, accounting, and trackers
Once Rabbet data flows reliably, close the loop: push funded draw amounts into the /solutions/pro-forma-generator, create funded-invoice entries in QuickBooks tagged to the SPV, and update the construction-loan tracker with each draw. This turns Rabbet from a draw tool into the source of construction-finance truth across your stack.
Reconcile QuickBooks entries to Rabbet's funded amounts monthly for the first few cycles. Catching a mapping error early — a budget code pointed at the wrong GL account — prevents a quarter of misstated SPV books.
Frequently Asked Questions
Common questions about Rabbet integration
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