Create new Google Drive folders for every new lead in Roofr
This workflow bridges the Roofr and Google Drive apps, efficiently managing your leads. Whenever a new lead is generated in Roofr, a dedicated folder is created in Google Drive. This automation ensures an organized system for storing corresponding documentation and related files efficiently, enhancing lead management and team productivity.
- When this happens...Roofr Lead CreatedTriggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create FolderTriggers when a new folder is added directly to a specific folder (but not its subfolders).
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More things you can do with Roofr and Google Drive
Discover other triggers and actions you can use with Roofr and Google Drive
- 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






