Integrate Roll with Better Proposals

Send information between Roll and Better Proposals automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

[esc]

Create tasks in Roll when proposals are signed in Better Proposals


While working on multiple projects, it's easy to forget to create a new project for newly onboarded customers. This flow will automatically create a new task in Roll when a proposal is signed in Better Proposals.

How it works

1) A proposal is signed in Better Proposals.
2) Zoho Flow will create a new task in Roll.
Use this flow
+

Create tasks in Roll when proposals are signed in Better Proposals

Better Proposals + Roll

Build your own integrations between Roll and Better Proposals

Connect Roll and Better Proposals with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Roll and Better Proposals using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

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

All Actions - Actions are the automated tasks

Create task

Creates a new task

Create project

Creates a new project

Create company

Creates a new company

Create proposal

Creates a new proposal

What is Roll?

Roll is a project management application that lets you manage projects, track time, assign tasks and more.

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.

Proposals & Invoices

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY