Gmail + Roofr
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 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 Sent
Triggers when a proposal is sent to a client.
- automatically do this!Send Email
Triggers when a new e-mail appears in the specified mailbox.
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Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try ItProposal Lost
Triggers when a proposal is moved to lost by a user.
Try ItProposal Signed
Triggers when a proposal is signed by a client.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try ItProposal Sent
Triggers when a proposal is sent to a client.
Try ItProposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Try ItExternal job id
External customer id
First NameRequired
Last NameRequired
Phone
Email
Assignee
AddressRequired
CityRequired
Province/StateRequired
Zip/Postal CodeRequired
CountryRequired
