Integrations

Supercharge Roll with Relevance AI

Roll is a powerful tool for project, company, and time management through its API interface. By integrating with Relevance AI, you can elevate your management capabilities with AI-driven insights and automation.

Give your AI Agents Roll Superpowers

Roll provides a robust API for managing projects and time tracking. With Relevance AI, you can leverage intelligent AI Agents to automate and optimize these processes, making your workflows smarter and more efficient.

Seamless Communication Orchestration

The AI agent gains the ability to coordinate and manage multi-channel customer interactions through Roll's unified platform.

Contextual Intelligence Mastery

Leverages Roll's 360-degree customer view to deliver highly personalized and relevant responses across all touchpoints.

Real-Time Adaptation Intelligence

Gains the power to instantly adjust communication strategies based on Roll's live performance metrics and customer feedback.

Tools

Equip AI Agents with the Roll Tools they need

Relevance AI integrates seamlessly with Roll to enhance your project and time management workflows.

Roll - Create Time Record
Creates a new time tracking record in Roll, allowing users to log duration, rate, and other time-related details for project tasks and payments
Roll - Find Company
Searches for and retrieves company information from Roll using company ID, name, or email identifiers
Roll - Create Project
Establishes a new project within Roll with comprehensive project details including status, type, timeline, and financial information
Roll - Find Or Create Project
Searches for an existing project and creates it if not found, combining search and creation functionality in a single operation
Roll - Find Or Create Company
Locates an existing company record or creates a new one if not found, streamlining company management operations
Roll - Create Company
Creates a new company record in Roll with detailed business information including contact details and address information
Name
Roll API Call
Description
Make an authorized request to a Roll API
Parameters
["OAuth authentication", "HTTP methods (GET, POST, PUT, DELETE, PATCH)", "Custom headers", "Request body configuration", "Response handling"]
Use Case
A marketing team uses Roll API Call to automatically sync customer data between their CRM and Roll platform, enabling seamless campaign management and audience targeting while maintaining data consistency across systems.
Quick Start

Connect Roll to Relevance AI in minutes

What you’ll need

You don't need to be a developer to set up this integration. Follow this simple guide to get started:

  • A Relevance AI account
  • An Airtable account with access to the base and table you'd like to use
  • Authorization (you'll connect securely using OAuth—no sensitive info stored manually)

Security & Reliability

The Roll and Relevance AI integration streamlines project, company, and time management through a powerful API interface, allowing you to automate workflows and manage data programmatically. This integration utilizes secure OAuth authentication, ensuring that only authorized workflows can access your Roll data.

With flexible API endpoints, you can easily create companies, manage projects, and track time without worrying about errors or formatting issues. Relevance AI handles API operations (like creating, updating, and retrieving data) in the background, allowing for seamless interaction with your Roll account.

Built-in validation and type conversion ensure that your workflows run smoothly, even when data formats vary. The integration supports automated project and company management, streamlined time tracking, and provides a robust framework for custom implementations.

No training on your data

Your data remains private and is never utilized for model training purposes.

Security first

We never store anything we don’t need to. The inputs or outputs of your tools are never stored.

Get Started

Best Practices for Non-Technical Users

To get the most out of the Roll + Relevance AI integration without writing code:
  • Start with a clear project structure: Organize your projects and companies with clear naming conventions and consistent data formats.
  • Utilize pre-built API calls: Leverage existing API endpoints for creating companies, projects, and tracking time to streamline your workflow.
  • Authenticate securely: Ensure you have the correct OAuth credentials and permissions set up before making API calls.
  • Test API calls with sample data: Validate your API requests using test data to catch errors before deploying in a live environment.
  • Monitor API usage: Implement rate limiting and handle 429 status codes to avoid throttling and ensure smooth operation.