Google Tasks + Roofr

Google Tasks + Roofr integrations

Create tasks in Google Tasks when new proposals are signed in Roofr

Manage your projects more efficiently by setting up this workflow between Roofr and Google Tasks. When a proposal is signed inside Roofr, the workflow immediately starts and creates a new task in Google Tasks. This seamless process of moving data allows you to track your to-dos effortlessly, making project management smoother and more organized.

When this happens...
Proposal SignedTriggers when a proposal is signed by a client.
TriggerInstant
automatically do this!
Create TaskCreates a new task.
ActionWrite

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More things you can do with Roofr and Google Tasks

Discover other triggers and actions you can use with Roofr and Google Tasks

Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Trigger
Instant
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Proposal Lost
Triggers when a proposal is moved to lost by a user.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
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- Task List
  Required
- Include Assigned Tasks?
Trigger
Polling
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New Task List
Triggers when a new task list is created.
Trigger
Polling
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- Task List
  Required
- Title
  Required
- Notes
- Due On
Action
Write

- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Results will output in a line-item format. Subsequent action steps will need to support line-items. If not, you can transform this into t
- Task List
  Required
- Display Completed Tasks
  Required
Action
Search

Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent to a client.
Trigger
Instant
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Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Trigger
Instant
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- External job id
- External customer id
- Job name
- First_name
  Required
- Last_name
  Required
- Phone
- Email
- Job owner
- Job assignees
- Address
  Required
- City
  Required
- Province/State
  Required
- Zip/Postal Code
  Required
- Country
  Required
Action
Write
- Task List
  Required
- Include Assigned Tasks?
Trigger
Polling
Try It
- List Title
  Required
Action
Write
- List
  Required
- Task
  Required
- Title
- Status
- Notes
- Due Date
Action
Write
- List
  Required
- Title
  Required
Action
Search
- List
  Required
- Title
  Required
- Task List
  Required
- Notes
- Due On
Action
Search or write

About Google Tasks

Google Tasks is a very simple task list. Works inside Gmail, Android, and Calendar seamlessly.

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Task Management

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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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Related categories

Sales & CRM