Integrate Better Proposals with Roll
Send information between Better Proposals and Roll automatically, without writing any code, using Zoho Flow.
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Create tasks in Roll when proposals are signed in Better Proposals
How it works
Create tasks in Roll when proposals are signed in Better Proposals
Better Proposals + Roll
Build your own integrations between Better Proposals and Roll
Connect Better Proposals and Roll with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Better Proposals and Roll using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Proposal opened
Triggers when a proposal is opened
Proposal signed
Triggers when a proposal is signed
Proposal created
Triggers when a new proposal is created
Proposal sent
Triggers when a proposal is sent
Company created
Triggers when a new company is created
Time record created
Triggers when a new time record is created
Task created
Triggers when a new task is created
Project created
Triggers when a new project is created
All Actions - Actions are the automated tasks
Create proposal
Creates a new proposal
Create task
Creates a new task
Create project
Creates a new project
Create company
Creates a new company
What is Better Proposals?
Better Proposals is a web-based application that lets you create beautiful, high-converting, easy-to-sign proposals in minutes instead of hours.
Similar apps
What is Roll?
Roll is a project management application that lets you manage projects, track time, assign tasks and more.
Similar apps
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 >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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CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
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
