How to connect Formsite + Roll
Zapier lets you send info between Formsite and Roll automatically—no code required.
When this happens...
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- New Form ResultTriggers when a user submits a new form result.Trigger
- New CompanyTriggers when a new company is created.Trigger
- New ProjectTriggers when a new project is created.Trigger
- New TaskTriggers when a new task is created.Trigger
- New Time RecordTriggers when a new time record is created.Trigger
- Create CompanyCreates a new company.Action
- Create ProjectCreates a new project.Action
- Create Time RecordCreates a new time record.Action
Finds an existing company.
Finds an existing project.
Find or Create Company
Find or Create Project
- Step 1: Authenticate Formsite and Roll.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.