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Google Sheets + Roofr

Google Sheets + Roofr

Google Sheets + Roofr integrations

Record lost proposals in Roofr to a new row in Google Sheets

Effectively track your lost proposals in Roofr by creating a seamless workflow with Google Sheets. When a proposal is lost in Roofr, this automation immediately adds a new row in your chosen Google Sheets document. This smooth process ensures you have a well-documented record of lost proposals, enabling you to analyze trends and make data-driven decisions effectively. This simple but powerful workflow saves you valuable time and means you stay updated, without constantly switching between apps.

  1. When this happens...
    Proposal Lost
    Proposal Lost
    Proposal LostTriggers when a proposal is moved to lost by a user.
  2. automatically do this!
    Create Spreadsheet Row
    Create Spreadsheet Row
    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 triggers, actions, and search
    Roofr Lead Created

    Triggers when a new lead is submitted via a Roofr Instant Estimator.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search
    Roofr Report Ordered

    Triggers when a Roofr report is ordered from a Job record.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search
    Proposal Sent

    Triggers when a proposal is sent to a client.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search
    Proposal Total Adjusted

    Triggers when a marked as won proposal has its total adjusted.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search
    Job Workflow Stage Changed

    Triggers when a job moves to a different workflow stage.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search
    Proposal Lost

    Triggers when a proposal is moved to lost by a user.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search
    Proposal Signed

    Triggers when a proposal is signed by a client.

    Trigger
    Instant
    Try It
  • Roofr triggers, actions, and search
    Proposal Viewed

    Triggers when a proposal is viewed by a client.

    Trigger
    Instant
    Try It
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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About Roofr
Roofr: spend less time on admin and more time growing your roofing business. Manage reports, proposals, invoicing, payments, and more, on our easy-to-use platform.
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