Google Drive + Roofr
Create new Google Drive folders when proposals are signed in Roofr
Simplify your workflow and stay organized with this automation. Once a proposal is signed in Roofr, a new folder in Google Drive is created instantly. This streamlined workflow ensures essential documents from each signed proposal in Roofr are neatly arranged in individual Google Drive folders, eliminating the need for manual creation. Experience efficiency and ease with your documents accessible in one place.
Simplify your workflow and stay organized with this automation. Once a proposal is signed in Roofr, a new folder in Google Drive is created instantly. This streamlined workflow ensures essential documents from each signed proposal in Roofr are neatly arranged in individual Google Drive folders, eliminating the need for manual creation. Experience efficiency and ease with your documents accessible in one place.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- automatically do this!Create Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
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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
