Quotient + Roll Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Quotient and Roll.


Get started with workflows like: Create Roll projects from accepted Quotient quotes. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect Quotient + Roll in Minutes

It's easy to connect Quotient + Roll and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantQuote Accepted

Triggers when a Quote is Accepted.

InstantCustomer Asked Question

Triggers when a Customer asks a New Question.

InstantCustomer Viewed Quote

Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.

New Project

Triggers when a new project is created.

New Time Record

Triggers when a new time record is created.

InstantQuote Declined

Triggers when a Quote is Declined.

InstantQuote Sent

Triggers when a New Quote is first Sent.

New Company

Triggers when a new company is created.

New Task

Triggers when a new task is created.

How Quotient + Roll Integrations Work

  1. Step 1: Authenticate Quotient + Roll.
    (30 seconds)

  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)

  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)

  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)

  5. That’s it! More time to work on other things.

Connect Quotient + Roll