Google Drive + Roofr
Create new Google Drive folders for every new lead in Roofr
This workflow bridges the Roofr and Google Drive apps, efficiently managing your leads. Whenever a new lead is generated in Roofr, a dedicated folder is created in Google Drive. This automation ensures an organized system for storing corresponding documentation and related files efficiently, enhancing lead management and team productivity.
This workflow bridges the Roofr and Google Drive apps, efficiently managing your leads. Whenever a new lead is generated in Roofr, a dedicated folder is created in Google Drive. This automation ensures an organized system for storing corresponding documentation and related files efficiently, enhancing lead management and team productivity.
- When this happens...Roofr Lead Created
Triggers when a new lead is submitted via a Roofr Instant Estimator.
- automatically do this!Create Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
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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
