DripJobs + Google Docs
Create Google Docs documents from templates whenever new DripJobs proposals are accepted
This workflow springs into action when a proposal is accepted in DripJobs, crafting a document from a template in Google Docs. Perfect for staying organized and efficient, this automation allows you to ensure each accepted proposal is matched with a professionally formatted document, saving you time from manually creating each one. With consistent document creation, you can spend more time focusing on critical tasks and less on administrative work.
This workflow springs into action when a proposal is accepted in DripJobs, crafting a document from a template in Google Docs. Perfect for staying organized and efficient, this automation allows you to ensure each accepted proposal is matched with a professionally formatted document, saving you time from manually creating each one. With consistent document creation, you can spend more time focusing on critical tasks and less on administrative work.
- When this happens...Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
- automatically do this!Create Document From Template
Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
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Booking Form Submitted
Triggers when a new Appointment request is submitted in dripjobs.
Try ItCustom Event Scheduled
Triggers when a custom event is scheduled in dripjobs.
Try ItNew Lead Created
Triggers when a new lead is created in dripjobs.
Try ItProject Stage Changed
Triggers when a project stage is changed in dripjobs
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Card Label Changed
Triggers when a card label is changed
Try ItDeal Stage Changed
Triggers when a deal or job card moves to a new stage.
Try ItOn-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Try ItProposal Viewed
Triggers when a proposal is viewed by customer
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