Integrate Roll with PipelineDeals
Send information between Roll and PipelineDeals automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Roll and PipelineDeals using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task created
Triggers when a new task is created
Project created
Triggers when a new project is created
Company created
Triggers when a new company is created
Time record created
Triggers when a new time record is created
Updated deal stage
Triggers when a deal is moved from one stage to another
New person, lead, or contact
Triggers when a new person, lead, or contact is created
Updated deal status
Triggers when the status of an existing deal is updated
New deal
Triggers when a new deal is created
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 task
Creates a new calendar task
Add person
Adds a new person
Create deal
Creates a new deal
Create activity
Creates a new activity associated with an existing person, company, or deal
What is Roll?
Roll is a project management application that lets you manage projects, track time, assign tasks and more.
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