Send emails in Gmail when new proposals are sent in Roofr
When a proposal is dispatched from Roofr, let this workflow streamline your communication process by instantly sending an email through your Gmail account. This efficient solution ensures your customers receive timely responses to proposal sent, improving your client communication and the efficiency of your business operations. Make the most of your Roofr and Gmail applications by bridging them with this intelligent workflow.
- When this happens...Proposal SentTriggers when a proposal is sent to a client.
- automatically do this!Send EmailTriggers when a new email appears in the specified mailbox.
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More things you can do with Roofr and Gmail
Discover other triggers and actions you can use with Roofr and Gmail
- Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try ItTriggerInstant - Proposal Lost
Triggers when a proposal is moved to lost by a user.
Try ItTriggerInstant - Proposal Signed
Triggers when a proposal is signed by a client.
Try ItTriggerInstant - Proposal Viewed
Triggers when a proposal is viewed by a client.
Try ItTriggerInstant
- Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try ItTriggerInstant - Proposal Sent
Triggers when a proposal is sent to a client.
Try ItTriggerInstant - Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Try ItTriggerInstant - External job id
- External customer id
- Job name
- First_nameRequired
- Last_nameRequired
- Phone
- Email
- Job owner
- Job assignees
- AddressRequired
- CityRequired
- Province/StateRequired
- Zip/Postal CodeRequired
- CountryRequired
ActionWrite






