Integrate Onpipeline with Roll
Send information between Onpipeline and Roll automatically, without writing any code, using Zoho Flow.
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Generate a new project in Roll for every deal successfully closed in Onpipeline
Promptly kickstart projects for closed deals to reduce any downtime. This flow will create a new project in Roll for every deal won in your Onpipeline.
How it works
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow creates a new project in Roll.
Generate a new project in Roll for every deal successfully closed in Onpipeline
Onpipeline + Roll
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Supported triggers and actions
Integrate Onpipeline and Roll using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Event updated
Triggers when a calendar event is updated
Deal updated
Triggers when an existing deal is updated
Person added
Triggers when a new contact person is added
Deal updated as won
Triggers when a deal is updated as won
Deal created
Triggers when a new deal is created
Organization created
Triggers when a new organization is created
Event created
Triggers when a new calendar event is created
Project created
Triggers when a new project is created
Time record created
Triggers when a new time record is created
Task created
Triggers when a new task is created
Company created
Triggers when a new company is created
All Actions - Actions are the automated tasks
Add organization
Adds a new organization
Create deal
Creates a new deal
Add lead
Creates a new lead
Add person
Adds a new contact person
Update organization
Updates the details of an existing organization
Update deal
Updates the details of an existing deal
Update person
Updates the details of an existing contact person
Fetch organization
Fetches the details of an existing organisation by name
Fetch person
Fetches the details of an existing person by full name
Create company
Creates a new company
Create task
Creates a new task
Create project
Creates a new project
What is Roll?
Roll is a project management application that lets you manage projects, track time, assign tasks and more.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
