Adjust proposal totals in Roofr and create new rows in Google Sheets instantly
Keep your record-keeping up to date with this Roofr to Google Sheets workflow. Whenever a proposal in Roofr gets its total adjusted, this workflow will create a new row in your selected Google Sheets spreadsheet, ensuring that your financial data stays accurate and updated in real time. This is an efficient solution to manual data entry, allowing you to focus on more strategic tasks.
- When this happens...Proposal Total AdjustedTriggers when a marked as won proposal has its total adjusted.
- 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 - 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
- Job Workflow Stage Changed
Triggers when a job moves to a different workflow stage.
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
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
- Create spreadsheet rows in Google Sheets for new proposals sent in Roofr
- Add new Roofr leads to Google Sheets rows effortlessly
- Create new Roofr jobs and customers from new Google Sheets rows in team drive
- Create multiple rows in Google Sheets every time a new lead is created in Roofr
- Create Google Sheets entries for signed proposals in Roofr
- Create new Google Sheets rows from newly created Roofr leads
- Create spreadsheet rows in Google Sheets for every new signed proposal in Roofr
- Create new rows in Google Sheets for every Roofr report ordered
- Create Google Sheets rows for new viewed Roofr proposals
- Record lost proposals in Roofr to a new row in Google Sheets






