Google Sheets + Roofr
Create Google Sheets entries for signed proposals in Roofr
When a proposal gets signed in Roofr, streamline your workflow by having all necessary details instantly recorded in Google Sheets. This efficient process not only saves time but also helps maintain an organized system. Stay on top of every agreement without having to manually enter data. Ready to simplify and speed up your proposal tracking? Start using this workflow now.
When a proposal gets signed in Roofr, streamline your workflow by having all necessary details instantly recorded in Google Sheets. This efficient process not only saves time but also helps maintain an organized system. Stay on top of every agreement without having to manually enter data. Ready to simplify and speed up your proposal tracking? Start using this workflow now.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
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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
