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

Contact added

Triggers when a new contact is added

Time tracking updated

Triggers when the details of an existing time tracking are updated

Invoice booked

Triggers when an invoice is booked

Time tracking created

Triggers when a new time tracking is created

Invoice paid

Triggers when an invoice is paid

Product created

Triggers when a new product is created

Company created

Triggers when a new company is added

Deal accepted

Triggers when a deal is accepted

Deal created

Triggers when a new deal is created

Project created

Triggers when a new project 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

Create project

Creates a new project

Link contact to company

Links a contact to the specified company

Create deal

Creates a new deal

Create company

Creates a new company

Create contact

Creates a new contact

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 project

Creates a new project

Create task

Creates a new task

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

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.

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Technical Engineer, Master Liveaboards

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