Roll Action Automation For Workflows
Easily sync data with Roll.
About
Roll Automations for Workflows Take control of your project and business operations by connecting Roll to your workflow platform. Automate client onboarding, project updates, time tracking, and invoicing—so your team can focus on delivery, not admin
Key features
- Voice call handling
- Lead qualification
- Meeting scheduling
- Call transcription
- AI responses
GHL agencies automating inbound phone support.
Roll Automations for Workflows
Take control of your project and business operations by connecting Roll to your workflow platform. Automate client onboarding, project updates, time tracking, and invoicing—so your team can focus on delivery, not admin.
Key Features
Project & Task Triggers
Automatically launch workflows when projects are created, updated, or completed—ensuring smooth transitions and timely task assignments.
Client & Contact Updates
Trigger actions when new clients are added or contact details change, keeping your CRM and communication tools in sync.
Invoice & Time Tracking Automation
Start workflows when invoices are sent, paid, or overdue—or when time is logged—helping you manage billing and cash flow without manual input.
Secure API Integration
Safely manage Roll API credentials in your workflow platform for dependable and secure automation.
Real-Time Workflow Sync
Keep operations running smoothly with real-time updates from Roll feeding directly into your workflows.
What You’ll Experience
No-code, guided setup inside your existing workflow environment
Real-time automation based on Roll’s project, billing, and client data
Centralized control of business operations and team coordination
Less manual work, more time for project delivery
Why It’s Valuable
Automate repetitive admin tasks like invoicing and project updates
Improve team coordination with instant task triggers and updates
Keep financials on track with automated invoice tracking
Deliver a smoother client experience with timely, consistent processes
Getting Started
Install the Roll automation integration from your platform’s app marketplace
Securely connect your Roll account using the guided setup
Configure automation rules for projects, clients, invoices, or time entries
Access documentation, onboarding help, or live support as needed
Ready to automate your project and business workflows with Roll?
Install Roll Automations today and keep everything on track—automatically. Support is available 24/7.
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