Integrate Better Proposals with Roll
Send information between Better Proposals and Roll automatically, without writing any code, using Zoho Flow.
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Create tasks in Roll when proposals are signed in Better Proposals
How it works
Create tasks in Roll when proposals are signed in Better Proposals
Better Proposals + Roll
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Supported triggers and actions
All Triggers - A trigger kickstarts the flow
Proposal opened
Triggers when a proposal is opened
Proposal signed
Triggers when a proposal is signed
Proposal created
Triggers when a new proposal is created
Proposal sent
Triggers when a proposal is sent
Company created
Triggers when a new company is created
Time record created
Triggers when a new time record is created
Task created
Triggers when a new task is created
Project created
Triggers when a new project is created
All Actions - Actions are the automated tasks
Create proposal
Creates a new proposal
Create task
Creates a new task
Create project
Creates a new project
Create company
Creates a new company
What is Better Proposals?
Better Proposals is a web-based application that lets you create beautiful, high-converting, easy-to-sign proposals in minutes instead of hours.
What is Roll?
Roll is a project management application that lets you manage projects, track time, assign tasks and more.
Bulid comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated [with Zoho Flow]. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Know more
Owain ap Rees
Sales Director, Artico
Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Know more
Rahul Roushan
CEO, OpIndia
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Know more
Louis Castellano
CEO, Lakeside CNC Group
