Create rows in Google Sheets when new on-site estimates are scheduled in DripJobs
Organize your client estimates efficiently with this automated workflow. Once an On-Site Estimate is scheduled within the DripJobs system, corresponding entries are created simultaneously in the Google Sheets spreadsheet. This automation helps swiftly compile your estimates data, allowing you to save time and focus on winning more jobs.
Organize your client estimates efficiently with this automated workflow. Once an On-Site Estimate is scheduled within the DripJobs system, corresponding entries are created simultaneously in the Google Sheets spreadsheet. This automation helps swiftly compile your estimates data, allowing you to save time and focus on winning more jobs.
- When this happens...On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
- automatically do this!Create Multiple Spreadsheet Rows
Create one or more new rows in a specific spreadsheet (with line item support).
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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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