Integrate Teamleader with Roll
Send information between Teamleader and Roll automatically, without writing any code, using Zoho Flow.
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Initiate a new project in Roll when a new project is established in Teamleader
Ensure that all projects are tracked and managed consistently across different systems. This flow will start a new project in Roll whenever a new project is launched in Teamleader.
How it works
- The flow triggers when a new project is created in Teamleader.
- Zoho Flow creates a new project in Roll.
Initiate a new project in Roll when a new project is established in Teamleader
Teamleader + Roll
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Supported triggers and actions
Integrate Teamleader and Roll using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Time tracking updated
Triggers when the details of an existing time tracking are updated
Deal created
Triggers when a new deal is created
Time tracking created
Triggers when a new time tracking is created
Company created
Triggers when a new company is added
Invoice paid
Triggers when an invoice is paid
Project created
Triggers when a new project is created
Deal accepted
Triggers when a deal is accepted
Invoice booked
Triggers when an invoice is booked
Contact added
Triggers when a new contact is added
Product created
Triggers when a new product 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
Create deal
Creates a new deal
Create project
Creates a new project
Create company
Creates a new company
Create contact
Creates a new contact
Link contact to company
Links a contact to the specified company
Create task
Creates a new task
Update task
Updates the details of an existing task
Fetch contact
Fetches a contact by ID
Fetch company
Fetches a company by ID
Create company
Creates a new company
Create task
Creates a new task
Create project
Creates a new project
What is Teamleader?
Teamleader is a customer management, project management and invoicing application. It lets you manage customers, convert quotations into projects, track time spent on projects and more.
What is Roll?
Roll is a project management application that lets you manage projects, track time, assign tasks and more.
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