Create spreadsheet rows in Google Sheets for every new signed proposal in Roofr
Easily manage your workflow with this feature that springs into action when a proposal is signed in Roofr. It swiftly populates a new row in your chosen Google Sheets spreadsheet, keeping all your important documents neatly organized in one place. It's an efficient solution for maintaining records, saving you time and effort otherwise spent on manual data entry.
- When this happens...Proposal SignedTriggers when a proposal is signed by a client.
- automatically do this!Create Spreadsheet RowCreate a new row in a specific spreadsheet.
- Free forever for core features
- 14 day trial for premium features & apps
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
- Create spreadsheet rows in Google Sheets for new proposals sent in Roofr
- Add new Roofr leads to Google Sheets rows effortlessly
- Adjust proposal totals in Roofr and create new rows in Google Sheets instantly






