Google Sheets + Roofr
Create spreadsheet rows in Google Sheets for new proposals sent in Roofr
Streamline your roofing proposals process with this workflow between Roofr and Google Sheets. As soon as you send a proposal through the Roofr app, a new row gets created in Google Sheets. Track and organize all of your proposals in one place, making project management more efficient and stress-free.
Streamline your roofing proposals process with this workflow between Roofr and Google Sheets. As soon as you send a proposal through the Roofr app, a new row gets created in Google Sheets. Track and organize all of your proposals in one place, making project management more efficient and stress-free.
- When this happens...Proposal Sent
Triggers when a proposal is sent to 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
