Google Tasks + Roofr
Create tasks in Google Tasks when new proposals are signed in Roofr
Manage your projects more efficiently by setting up this workflow between Roofr and Google Tasks. When a proposal is signed inside Roofr, the workflow immediately starts and creates a new task in Google Tasks. This seamless process of moving data allows you to track your to-dos effortlessly, making project management smoother and more organized.
Manage your projects more efficiently by setting up this workflow between Roofr and Google Tasks. When a proposal is signed inside Roofr, the workflow immediately starts and creates a new task in Google Tasks. This seamless process of moving data allows you to track your to-dos effortlessly, making project management smoother and more organized.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- automatically do this!Create Task
Creates a new task.
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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
