Create a new Google Drive folder for every new lead created in Roofr
Organize your Roofr leads more effectively with this straightforward workflow. When a new lead is generated in Roofr, a corresponding folder will be created in Google Drive, allowing you to neatly store and manage all related documents and information. This integration between Roofr and Google Drive simplifies lead management, making it easier to keep track and follow up with potential clients.
- 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
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