Roll + Workiom Integration

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Roll + Workiom Integration

Create Workiom record for new Roll task

Task management and project management often go hand-in-hand, as many tasks are part of a larger project. However, there are times when a task is created outside of the context of a specific project. In these cases, it can be helpful to automatically create a row in a spreadsheet so that the task can be tracked and assigned to the appropriate team member.

This process can be accomplished using Roll and Workiom. By linking these two applications, you can ensure that every task is automatically recorded in the Workiom, making it easier to track and manage.
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Roll + Workiom Integration
1.
  • Roll
    Company is created in Roll
  • Roll
    Task is created in Roll
  • Roll
    Project is created in Roll
  • Roll
    Time record is created in Roll
  • Workiom
    Record is created in Workiom Instant
  • Workiom
    Record is updated in Workiom Instant
2.
  • Roll
    Create company in Roll
  • Roll
    Search company in Roll
  • Roll
    Create project in Roll
  • Roll
    Search project in Roll
  • Roll
    Create time record in Roll
  • Workiom
    Search multiple records in Workiom
  • Workiom
    Get record by ID in Workiom
  • Workiom
    Create record in Workiom
  • Workiom
    Update record in Workiom
  • Workiom
    Search record in Workiom
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