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
  1. The flow triggers when a new project is created in Teamleader.
  2. Zoho Flow creates a new project in Roll.
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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.

Build comprehensive workflows using

Webhook triggers

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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