Connect Filter by Zapier to Roll and automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Filter by Zapier with Roll - no code necessary. See how you can get setup in minutes.

Select a trigger from Filter by Zapier

A trigger is an event that starts your Zap and runs the workflow."

A trigger is the event that kicks off your automated workflow.

Setup an action from Roll

An action is what takes place after the automation is triggered. For example, with Roll, the action could be "Create Company."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Filter by Zapier to Roll

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Make work flow with AI

Level up your Filter by Zapier to Roll integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Filter by Zapier and Roll to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Filter by Zapier and Roll to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Only continue if...
  Required
Action
Filter
New Project
Triggers when a new project is created.
Trigger
Scheduled
Try It
New Time Record
Triggers when a new time record is created.
Trigger
Scheduled
Try It
- Company
  Required
- Project Name
  Required
- Project Status
  Required
- Project Description
- Job Number
- Project Value
Action
Write
- Company Name
  Required
Action
Search

- Company Name
  Required
- Primary Contact First Name
- Primary Contact Last Name
- Phone
- Mobile
- Email
- Website
- Address Line 1
- Address Line 2
- City / Town
- State / Region
- Postcode / Zip
- Country
Action
Search or write

New Company
Triggers when a new company is created.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is created.
Trigger
Scheduled
Try It
- Company Name
  Required
- Primary Contact First Name
- Primary Contact Last Name
- Phone
- Mobile
- Email
- Website
- Address Line 1
- Address Line 2
- City / Town
- State / Region
- Postcode / Zip
- Country
Action
Write
- Employee
  Required
- Project
  Required
- Time Date
  Required
- Time Notes
- Time (In Hours)
  Required
- Rate
Action
Write
- Project Name
  Required
Action
Search
- Project Name
  Required
- Company
  Required
- Project Status
  Required
- Project Description
- Job Number
- Project Value
Action
Search or write

Learn how to automate Filter by Zapier on the Zapier blog

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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Related categories

About Roll

Roll is a platform with everything your business needs in one place. Manage projects, track sales, understand and grow your business.

Related categories

Project Management

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