Google Chat + Roofr
Create new Google Chat messages when proposals are signed in Roofr
Stay connected and informed with this workflow. When a proposal gets signed in Roofr, a message will be generated immediately in Google Chat. With this automation, you can ensure your team is alerted promptly, streamlining communications and speeding up project kick-off. No need to manually monitor Roofr for signed proposals, saving you valuable time and effort.
Stay connected and informed with this workflow. When a proposal gets signed in Roofr, a message will be generated immediately in Google Chat. With this automation, you can ensure your team is alerted promptly, streamlining communications and speeding up project kick-off. No need to manually monitor Roofr for signed proposals, saving you valuable time and effort.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- automatically do this!Create Message
Create a message in Hangouts Chat.
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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
