Integrate Bigin by Zoho CRM with Roll
Send information between Bigin by Zoho CRM and Roll automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up tasks in Roll when new tasks are initiated in Bigin by Zoho CRM
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 Bigin by Zoho CRM.
How it works
- The flow triggers when a new task is created in Bigin by Zoho CRM.
- Zoho Flow creates a new task in Roll.
Set up tasks in Roll when new tasks are initiated in Bigin by Zoho CRM
Bigin by Zoho CRM + Roll
Create a task in Roll upon the addition of a task in Bigin by Zoho CRM
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 Bigin by Zoho CRM.
How it works
- The flow triggers when a new task is created in Bigin by Zoho CRM.
- Zoho Flow creates a new task in Roll.
Create a task in Roll upon the addition of a task in Bigin by Zoho CRM
Bigin by Zoho CRM + Roll
Build your own integrations between Bigin by Zoho CRM and Roll
Connect Bigin by Zoho CRM and Roll 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 Bigin by Zoho CRM and Roll using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Call updated
Triggers when any detail of an existing call is updated
Company updated
Triggers when any detail of an existing company is updated
Pipeline record updated
Triggers when the details of an existing pipeline record are updated
Pipeline record probability updated
Triggers when the probability of an existing pipeline record is updated
Contact created or updated
Triggers when a new contact is created or updated
Call created
Triggers when a new call is created
Task updated
Triggers when any detail of an existing task is updated
Company created
Triggers when a new company is created
Pipeline record created or updated
Triggers when a new pipeline record is created or updated
Contact created
Triggers when a new contact is created
User added
Triggers when a new user is added
Product updated
Triggers when any detail of an existing product is updated
Product created
Triggers when a new product is created
Contact updated
Triggers when any detail of an existing contact is updated
Event updated
Triggers when any detail of an existing event is updated
Task created
Triggers when a new task is created
Note added
Triggers when a new note is added
Pipeline record stage updated to closed
Triggers when an existing pipeline record stage is updated to closed, won, or lost.
Event created
Triggers when a new event is created
Pipeline record created
Triggers when a new pipeline record is created
Time record created
Triggers when a new time record is created
Project created
Triggers when a new project is created
Company created
Triggers when a new company is created
Task created
Triggers when a new task is created
All Actions - Actions are the automated tasks
Add note
Adds a note to the selected module
Remove tag from record
Removes an existing tag from the specified record
Create or update contact
Creates a new contact or updates the details of an existing contact
Create or update company
Creates a new company or updates the details of the company if it already exists
Create event
Creates a new event
Send email
Sends an email to the specified contact
Create tag
Creates a new tag in the selected module
Create user
Creates a new user
Create task
Creates a new task
Create or update product
Creates a new product or updates the details of an existing product
Add tag to record
Adds a tag to the specified record
Create call
Creates a new call
Create or update pipeline record
Creates a new pipeline record or updates the details of the pipeline record if it already exists
Update user
Updates the existing user
Update event
Updates the details of an existing event
Update pipeline record
Updates the details of an existing pipeline record
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task
Update call
Updates the details of an existing call
Update product
Updates the details of an existing product
Update company
Updates the details of an existing company
Add product to pipeline record
Adds a product to the selected pipeline record
Fetch contact
Fetches the details of an existing contact by email address, name, or ID.
Fetch task
Fetches the details of an existing task by name or ID
Fetch user
Fetches the details of an existing user by email address or ID
Fetch company
Fetches the details of an existing company by name or ID
Fetch pipeline record
Fetches the details of an existing pipeline record by its name or ID
Fetch product
Fetches the details of an existing product by ID, name, or code
Fetch event
Fetches the details of an existing event by title or ID
Fetch call
Fetches the details of an existing call by its ID or the contact ID
Create company
Creates a new company
Create project
Creates a new project
Create task
Creates a new task
What is Roll?
Roll is a project management application that lets you manage projects, track time, assign tasks and more.
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Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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Josh Lucas
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Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
