Gmail + Roofr
Send emails in Gmail when new reports are ordered in Roofr
Turn your roofing project management process smoother with this workflow. When a report order occurs in Roofr, the Gmail app will promptly send an email. This automation ensures you're continually updated, providing efficient communication in your roofing tasks. It's an effortless method to keep everyone informed and accountable without the need for manual updates.
Turn your roofing project management process smoother with this workflow. When a report order occurs in Roofr, the Gmail app will promptly send an email. This automation ensures you're continually updated, providing efficient communication in your roofing tasks. It's an effortless method to keep everyone informed and accountable without the need for manual updates.
- When this happens...Roofr Report Ordered
Triggers when a Roofr report is ordered from a Job record.
- automatically do this!Send Email
Triggers when a new email appears in the specified mailbox.
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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
