Dropbox + Roofr

Dropbox + Roofr integrations

Create new Dropbox folders when proposals are signed in Roofr

Initiate a smooth workflow between Roofr and Dropbox with this automation. Once a proposal is signed in Roofr, it instantly creates a dedicated folder in Dropbox. This seamless process not only saves time but also streamlines your project management by keeping all signed proposals organized in unique folders.

When this happens...
Proposal SignedTriggers when a proposal is signed by a client.
TriggerInstant
automatically do this!
Create FolderTriggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 6000.
ActionWrite

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More things you can do with Roofr and Dropbox

Discover other triggers and actions you can use with Roofr and Dropbox

Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Trigger
Instant
Try It
Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Trigger
Instant
Try It
Proposal Sent
Triggers when a proposal is sent to a client.
Trigger
Instant
Try It
Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Trigger
Instant
Try It
- External job id
- External customer id
- Job name
- First_name
  Required
- Last_name
  Required
- Phone
- Email
- Job owner
- Job assignees
- Address
  Required
- City
  Required
- Province/State
  Required
- Zip/Postal Code
  Required
- Country
  Required
Action
Write

Shared Folders
Triggers when a shared folder is added.
Trigger
Polling
Try It
- Space
- Folder
  Required
- File
- Include files in subfolders?
- Include file contents?
- Include sharing link?
Trigger
Polling
Try It

- Space
- File
  Required
- New Location
  Required
Action
Write
- Space
- File Path
  Required
- Important Information
Action
Write
- Space
- Folder
  Required
- Folder Name
  Required
Action
Write
- Space
- File
  Required
- New Location
  Required
Action
Write
- Space
- Folder
  Required
- File Name
  Required
- File Content
  Required
- Include sharing link?
Action
Write
- Space
- Path
  Required
- Requested Visibility
- Link Password
- Expires At
Action
Write
- Space
- Shared Link URL
  Required
- Set or Remove Expiration
  Required
Action
Write
- Space
- Shared Link URL
  Required
- Audience
- Access
Action
Write
- Space
- Search query
  Required
- Search path
- Order by
- File status
- Search filenames only
- File extensions
- File categories
Action
Search
- Space
- Folder
  Required
- Include files in subfolders?
- File Name
  Required
- Include Deleted Files?
- Include file contents?
- Include sharing link?
Action
Search
- Space
- Path
- Direct links only
Action
Search

Job Workflow Stage Changed
Triggers when a job moves to a different workflow stage.
Trigger
Instant
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Proposal Lost
Triggers when a proposal is moved to lost by a user.
Trigger
Instant
Try It
Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
Try It
Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
Try It
- Space
- Folder
  Required
- Include files in subfolders?
- Include sharing link?
Trigger
Polling
Try It
- Space
- Folder
  Required
- Include files in subfolders?
- Include file contents?
- Include sharing link?
Trigger
Polling
Try It
- Space
- Shared Folder
  Required
- Member Email Addresses
  Required
- Access Level
  Required
- Notify Members?
  Required
Action
Write
- Space
- Title
  Required
- Destination Folder
  Required
- Description
- Deadline
- Open for Uploads
Action
Write
- Space
- Folder Path
  Required
- Important Information
Action
Write
- Space
- Folder
  Required
- File
  Required
- Overwrite
- Specify File Name
- Specify File Extension
- Include sharing link?
Action
Write
- Space
- Folder
  Required
- File Name
  Required
- File Content
  Required
- Overwrite
- Include sharing link?
Action
Write
- Space
- File
  Required
- New Name
  Required
Action
Write
- Space
- Shared Link URL
  Required
- Allow Downloading With Shared Link?
  Required
Action
Write
- Space
- Shared Link URL
  Required
- Set or Remove Password
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Space
- Folder
  Required
- Include files in subfolders?
- Folder Name
  Required
- Include Deleted Folders?
- Include sharing link?
Action
Search
- Space
- Folder
  Required
- Search Term
  Required
- Include file contents?
- Include sharing link?
Action
Search
- Space
- Folder
  Required
- Include contents of subfolders?
- Include deleted files and folders?
- Include media info?
- Include sharing link?
Action
Search

About Dropbox

Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.

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About Roofr

Roofr: spend less time on admin and more time growing your roofing business. Manage reports, proposals, invoicing, payments, and more, on our easy-to-use platform.

Learn moreLearn moreHelpHelp

Related categories

Sales & CRM