Google Sheets + Roofr
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.
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 Signed
Triggers when a proposal is signed by a client.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
Try ItProposal Lost
Triggers when a proposal is moved to lost by a user.
Try ItProposal Signed
Triggers when a proposal is signed by a client.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
Try ItProposal Sent
Triggers when a proposal is sent to a client.
Try ItProposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
Try ItExternal job id
External customer id
First NameRequired
Last NameRequired
Phone
Email
Assignee
AddressRequired
CityRequired
Province/StateRequired
Zip/Postal CodeRequired
CountryRequired
