Roll Automations for Workflows
Take control of project and business operations by connecting Roll to your workflow platform. Automate various tasks to enhance focus on delivery over administration.

Key Features

• Project & Task Triggers
  • Automatically launch workflows when projects are created, updated, or completed to ensure 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 to manage billing and cash flow without manual input.
• Secure API Integration
  • Safely manage Roll API credentials in your workflow platform for reliable and secure automation.
• Real-Time Workflow Sync
  • Keep operations smooth with real-time updates from Roll feeding directly into your workflows.

What You’ll Experience

• No-code, guided setup within 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

1. Install the Roll automation integration from your platform’s app marketplace
2. Securely connect your Roll account using the guided setup
3. Configure automation rules for projects, clients, invoices, or time entries
4. Access documentation, onboarding help, or live support as needed

Ready to automate your workflows with Roll?
Install Roll Automations today and keep everything on track automatically! Support is available 24/7. 🚀