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Dropbox + Roofr

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.

  1. When this happens...
    Proposal Signed
    Proposal Signed
    Proposal SignedTriggers when a proposal is signed by a client.
  2. automatically do this!
    Create Folder
    Create Folder
    Create FolderTriggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 6000.
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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 triggers, actions, and search
    Roofr Lead Created

    Triggers when a new lead is submitted via a Roofr Instant Estimator.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search
    Proposal Lost

    Triggers when a proposal is moved to lost by a user.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search
    Proposal Signed

    Triggers when a proposal is signed by a client.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search
    Proposal Viewed

    Triggers when a proposal is viewed by a client.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search
    Roofr Report Ordered

    Triggers when a Roofr report is ordered from a Job record.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search
    Proposal Sent

    Triggers when a proposal is sent to a client.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search
    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
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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.
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