Create spreadsheet rows in Google Sheets for new proposals sent in Roofr
Streamline your roofing proposals process with this workflow between Roofr and Google Sheets. As soon as you send a proposal through the Roofr app, a new row gets created in Google Sheets. Track and organize all of your proposals in one place, making project management more efficient and stress-free.
- When this happens...Proposal SentTriggers when a proposal is sent to a client.
- automatically do this!Create Spreadsheet RowCreate a new row in a specific spreadsheet.
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More things you can do with Roofr and Google Sheets
Discover other triggers and actions you can use with Roofr and Google Sheets
- 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
Related Zap Templates
- Create new Roofr jobs and customers from new or updated rows in Google Sheets
- Create new Roofr jobs and customers from new Google Sheets rows
- Add new Roofr leads to Google Sheets rows effortlessly
- Adjust proposal totals in Roofr and create new rows in Google Sheets instantly
- Create new Roofr jobs and customers from new Google Sheets rows in team drive






