Add new Roll companies as customers in TrackingTime
Efficiently manage your business growth with this automation. Whenever a new company is added in the Roll app, this workflow will instantly create a new customer profile in your TrackingTime app. This provides a seamless bridge between the two platforms, streamlining your customer tracking operations and saving you valuable time.
Efficiently manage your business growth with this automation. Whenever a new company is added in the Roll app, this workflow will instantly create a new customer profile in your TrackingTime app. This provides a seamless bridge between the two platforms, streamlining your customer tracking operations and saving you valuable time.
- When this happens...New Company
Triggers when a new company is created.
- automatically do this!Add Customer
Adds a new customer.
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New Company
Triggers when a new company is created.
Try ItNew Task
Triggers when a new task is created.
Try ItCompany NameRequired
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
EmployeeRequired
ProjectRequired
Time DateRequired
Time Notes
Time (In Hours)Required
Rate