Beamer + Roll Integration

Integrate Beamer to Roll in one click, or tell Integrately AI how you want each update handled. Create projects, track tasks, log time records, and keep your business finances organized automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Beamer
    Post is created in Beamer Instant
  • Beamer
    NPS response is received in Beamer Instant
  • Beamer
    Comment is created in Beamer Instant
  • Beamer
    Reaction is received in Beamer Instant
  • 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
Arrow Right
2.
  • Beamer
    Create post in Beamer
  • 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

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Ready Workflows Ready Workflows for Beamer + Roll Integration

Create projects from new posts, log time records, track tasks, route company data, and sync business updates, all in just one click.

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Got a different task in mind? Describe it

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Connect more apps to your Beamer + Roll flow

Sync your customer updates with team boards, communication channels, and billing tools to keep everyone aligned. Pick a combination and activate it in one click.

Beamer
Roll
+
AsanaAsana (3)
+
TrelloTrello (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
HubSpotHubSpot (3)
+
StripeStripe (3)
B
R
A
Create a Roll project when a new post is created in Beamer, and add a task in Asana.
New Beamer posts instantly generate a project in Roll and a follow-up task in Asana without manual entry.
B
R
A
When an NPS response is received in Beamer, create a time record in Roll and assign an Asana task.
Customer feedback from Beamer directly triggers Roll time tracking and Asana task creation for review.
R
B
A
Create a Beamer post whenever a task is created in Roll, and notify the team in Asana.
Roll tasks automatically publish updates to Beamer and open corresponding tasks in Asana.

Supported triggers and actions for Beamer and Roll

Mix and match to build the exact automation you need

Beamer
Beamer Triggers & Actions
Instant
Post is created in Beamer
Triggers the automation when a new post is created
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Instant
NPS response is received in Beamer
Triggers the automation when a new NPS (Net Promoter Score) response is received
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Instant
Comment is created in Beamer
Triggers the automation when a new comment is added
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Instant
Reaction is received in Beamer
Triggers the automation when a new reaction is received
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Create post in Beamer
Creates and publish a new post
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Roll
Roll Triggers & Actions
Company is created in Roll
Triggers the automation when a new company is created
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Task is created in Roll
Triggers the automation when a new task is created
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Project is created in Roll
Triggers the automation when a new project is created
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Time record is created in Roll
Triggers the automation when a time record is created
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Create company in Roll
Generates a new company profile with given details
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Search company in Roll
Finds information about a company
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Create project in Roll
Creates a new project
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Search project in Roll
Searches for a project
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Create time record in Roll
Generates time records for tracking purposes
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What can you automate with Beamer + Roll?

Streamline your announcements, CRM management, and project tracking with automated workflows.

What you can automate?
🚀
Create Roll projects from new Beamer posts automatically
Whenever a new post is created in Beamer, instantly generate a corresponding project in Roll to start tracking work without manual setup.
📝
Capture every submitted NPS response and feedback detail
Map NPS responses and user comments from Beamer directly into Roll records, ensuring no customer insight is lost in transit.
🔔
Notify your team as soon as activity happens
Trigger instant team alerts and communications whenever new tasks, companies, or projects are created in Roll.
🔀
Route records based on submitted field criteria
Apply conditional rules to direct specific Beamer feedback or Roll company entries to the right department or project folder.
🔄
Keep your CRM and announcement logs up to date
Automatically update company and project records in Roll whenever corresponding updates occur in Beamer.
🔍
Search and update instead of creating duplicates
Search for existing companies and projects in Roll before creating new entries, maintaining clean data across your workspace.
⏱️
Handle time records and status changes seamlessly
Log time records in Roll immediately upon receiving customer feedback or project milestones from Beamer.
🌐
Extend your workflow to external team apps
Connect your core Beamer and Roll automation to messaging, task management, or billing tools for complete end-to-end execution.
And much more...

Who is Beamer + Roll integration for?

Project managers, finance leads, and customer success teams who need to connect product announcements with CRM projects and billing workflows effortlessly.

Operations Directors
Operations Directors
Customer Success Managers
Customer Success Managers
Agency Account Leads
Agency Account Leads
Support Team Leads
Support Team Leads
Project Coordinators
Project Coordinators
Finance Managers
Finance Managers
📈
Operations Directors
You're reviewing operational metrics across multiple dashboards but your Roll project data only updates when someone manually exports posts, so the completion counts you're relying on are always a few hours behind — this integration means every new Beamer post lands in Roll instantly and your tracking stays current.
Customer Success Managers
You manage client feedback submissions in Beamer but miss critical account milestones because CRM records aren't updated immediately, leaving your team reacting too late to client needs — automating both apps means every NPS response creates corresponding Roll tasks instantly and your response time improves.
📊
Agency Account Leads
You answer to clients who want to see immediate progress on deliverables announced in Beamer, but manual logging delays project updates in Roll — connecting these apps means every project update flows straight into your client dashboards without manual data entry.
🔄
Support Team Leads
The volume of customer comments and NPS responses in Beamer is too high for anyone to keep up by hand, causing missed follow-ups and unlogged customer tickets — this integration means high-volume feedback automatically populates Roll time records and projects without manual bottlenecks.
🎯
Project Coordinators
You own the project execution phase in Roll and depend on product teams upstream to hand over Beamer release notes manually, leading to delayed project kickoffs — automating both apps means every new post immediately initiates Roll projects so you can begin work without waiting.
📑
Finance Managers
You need a reliable history of billable time records and company formations in Roll, but manual entry keeps leaving gaps between public product announcements and financial logs — with this integration, every activity is captured accurately and your historical records remain complete.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Beamer + Roll

Build and manage your Beamer + Roll automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Beamer + Roll with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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😍
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in $19.99

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Frequently Asked Questions

How do I connect Beamer to Roll?
Frequently Asked Questions
You can connect Beamer and Roll in 1 click using ready templates or ask Integrately AI to build your workflow. Additional apps like Asana, Slack, and HubSpot can also be integrated easily.
Can I automatically create Roll projects from new Beamer posts?
Frequently Asked Questions
Can I connect Beamer, Roll, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Beamer and Roll?
Frequently Asked Questions
How does Beamer handle post updates and NPS responses here?
Frequently Asked Questions
How does Roll manage company and project creation with Beamer?
Frequently Asked Questions
Do I need coding skills to automate Beamer and Roll?
Frequently Asked Questions
Is the Beamer and Roll integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Beamer or Roll With 1500+ Other Apps

Beamer
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