DripJobs + Google Docs
Create Google Docs documents from templates whenever new DripJobs proposals are accepted
This workflow springs into action when a proposal is accepted in DripJobs, crafting a document from a template in Google Docs. Perfect for staying organized and efficient, this automation allows you to ensure each accepted proposal is matched with a professionally formatted document, saving you time from manually creating each one. With consistent document creation, you can spend more time focusing on critical tasks and less on administrative work.
This workflow springs into action when a proposal is accepted in DripJobs, crafting a document from a template in Google Docs. Perfect for staying organized and efficient, this automation allows you to ensure each accepted proposal is matched with a professionally formatted document, saving you time from manually creating each one. With consistent document creation, you can spend more time focusing on critical tasks and less on administrative work.
- When this happens...Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
- automatically do this!Create Document from Template
Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
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On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Try ItProject Completed
Triggers when a project is marked completed in dripjobs.
Try ItLead SourceRequired
First NameRequired
Last NameRequired
EmailRequired
Phone
Job Address
Job City
Job State
Job Zip
Notes
Drip Sequence
Folder
Try It
Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
Try ItLead SourceRequired
First NameRequired
Last NameRequired
EmailRequired
PhoneRequired
Job Address
Job City
Job State
Job Zip
Start TimeRequired
End TimeRequired
Appointment Details
Assign To
Send Email Reminders
Send Sms Reminders
New Document
Triggers when a new document is added (inside any folder).
Try ItFolder
Document NameRequired
Text to AppendRequired
