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
Build your own integrations between Better Proposals and Roll
Connect Better Proposals and Roll with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Better Proposals and Roll using the below 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.
Similar apps
What is Roll?
Roll is a project management application that lets you manage projects, track time, assign tasks and more.
Similar apps
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Webhook triggers
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Logic
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Custom functions
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Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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Sales Director, Artico
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. Learn more
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Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
