Roll and Salesflare
How to connect Roll
- Via Zapier — 11 operations available. Set it up ↗
What you can automate
- When new Company in Roll, find or create account in Salesflare.
- When new Task in Roll, create task in Salesflare.
- When new Account in Salesflare, create Company in Roll.
About Roll
Roll is a platform with everything your business needs in one place. Manage projects, track sales, understand and grow your business.
Roll operations on Zapier
Triggers (4)
Start a workflow when this happens
- New Company — Triggers when a new company is created.
- New Project — Triggers when a new project is created.
- New Task — Triggers when a new task is created.
- New Time Record — Triggers when a new time record is created.
Actions (5)
Things Salesflare can make it do
- Create Company — Creates a new company.
- Create Project — Creates a new project.
- Create Time Record — Creates a new time record.
- Find or Create Company — Find or Create Company
- Find or Create Project — Find or Create Project
Searches (2)
Look up existing records
- Find Company — Finds an existing company.
- Find Project — Finds an existing project.
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