Google Chat + Roofr
Google Chat + Roofr
Create new Google Chat messages when proposals are signed in Roofr
Stay connected and informed with this workflow. When a proposal gets signed in Roofr, a message will be generated immediately in Google Chat. With this automation, you can ensure your team is alerted promptly, streamlining communications and speeding up project kick-off. No need to manually monitor Roofr for signed proposals, saving you valuable time and effort.
- When this happens...Proposal SignedTriggers when a proposal is signed by a client.
- automatically do this!Create MessageCreate a message in Hangouts Chat.
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More things you can do with Roofr and Google Chat
Discover other triggers and actions you can use with Roofr and Google Chat
- 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
