Integrate Roll with Better Proposals

Send information between Roll and Better Proposals automatically, without writing any code, using Zoho Flow.

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Create tasks in Roll when proposals are signed in Better Proposals


While working on multiple projects, it's easy to forget to create a new project for newly onboarded customers. This flow will automatically create a new task in Roll when a proposal is signed in Better Proposals.

How it works

1) A proposal is signed in Better Proposals.
2) Zoho Flow will create a new task in Roll.
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Create tasks in Roll when proposals are signed in Better Proposals

Better Proposals + Roll

Build your own integrations between Roll and Better Proposals

Connect Roll and Better Proposals 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 Roll and Better Proposals using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

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

All Actions - Actions are the automated tasks

Create task

Creates a new task

Create project

Creates a new project

Create company

Creates a new company

Create proposal

Creates a new proposal

What is Roll?

Roll is a project management application that lets you manage projects, track time, assign tasks and more.

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.

Proposals & Invoices

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.

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