Integrate Roll with Insightly
Send information between Roll and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create tasks in Roll as tasks are initiated in Insightly
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Roll whenever a new task is initiated in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in Roll.
Create tasks in Roll as tasks are initiated in Insightly
Insightly + Roll
Create a task in Roll each time a new task is initiated in Insightly
Ensure seamless synchronisation of all task-related data across multiple platforms. This flow will create a task in Roll each time a new task is initiated in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in Roll.
Create a task in Roll each time a new task is initiated in Insightly
Insightly + Roll
Create an event in Insightly once a task is created in Roll
Ensure timely task completion and prevent any tasks from being overlooked. This flow will initiate an event in Insightly when a task is created in Roll.
How it works
- The flow triggers when a new task is created in Roll.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly once a task is created in Roll
Roll + Insightly
Create a new project in Roll whenever a new project is created in Insightly
Ensure that all projects are tracked and managed consistently across different systems. This flow will generate a new project in Roll whenever a new project is created in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in Roll.
Create a new project in Roll whenever a new project is created in Insightly
Insightly + Roll
Build your own integrations between Roll and Insightly
Connect Roll and Insightly with over 800+ 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 Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Time record created
Triggers when a new time record is created
Company created
Triggers when a new company is created
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created
New Project
Triggers when a new project is created
New Organization
Triggers when a new organization is created
New Lead
Triggers when a new lead is created
New Task
Triggers when a new task is created
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create project
Creates a new project
Create task
Creates a new task
Create Organization
Creates a new organization
Create Contact
Creates a new contact
Create Project
Creates a new project
Create Task
Creates a new task
Create Lead
Creates a new lead
Create Opportunity
Creates a new opportunity
What is Roll?
Roll is a project management application that lets you manage projects, track time, assign tasks and more.
What is Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
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Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
