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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
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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.
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Create tasks in Roll as tasks are initiated in Insightly
Insightly + Roll
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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.
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Create a task in Roll each time a new task is initiated in Insightly
Insightly + Roll
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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.
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Create an event in Insightly once a task is created in Roll
Roll + Insightly
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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.
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Create a new project in Roll whenever a new project is created in Insightly
Insightly + Roll
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Build your own integrations between Roll and Insightly
Connect Roll and Insightly with over 850+ 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
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Time record created
Triggers when a new time record is created
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Company created
Triggers when a new company is created
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Project created
Triggers when a new project is created
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Task created
Triggers when a new task is created
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New Project
Triggers when a new project is created
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New Organization
Triggers when a new organization is created
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New Lead
Triggers when a new lead is created
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New Task
Triggers when a new task is created
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New Contact
Triggers when a new contact is created
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New Opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
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Create company
Creates a new company
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Create project
Creates a new project
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Create task
Creates a new task
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Create Organization
Creates a new organization
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Create Contact
Creates a new contact
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Create Project
Creates a new project
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Create Task
Creates a new task
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Create Lead
Creates a new lead
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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.
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