Google Sheets + Roofr
Adjust proposal totals in Roofr and create new rows in Google Sheets instantly
Keep your record-keeping up to date with this Roofr to Google Sheets workflow. Whenever a proposal in Roofr gets its total adjusted, this workflow will create a new row in your selected Google Sheets spreadsheet, ensuring that your financial data stays accurate and updated in real time. This is an efficient solution to manual data entry, allowing you to focus on more strategic tasks.
Keep your record-keeping up to date with this Roofr to Google Sheets workflow. Whenever a proposal in Roofr gets its total adjusted, this workflow will create a new row in your selected Google Sheets spreadsheet, ensuring that your financial data stays accurate and updated in real time. This is an efficient solution to manual data entry, allowing you to focus on more strategic tasks.
- When this happens...Proposal Total Adjusted
Triggers when a marked as won proposal has its total adjusted.
- 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
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