Rollout

Rollout Help Center

You may setup your integration with Monday.com, either embedded in a Rollout partner application or a general application like 

When prompted to choose an App, select Monday.com from the "Select App" dropdown:

Once you've selected your app, select your action such as "Add Item"

Next, you'll be prompted to select an account which will pop up a new window to Authorize Monday.com:

Once you have clicked on the "Authorize" button, you will be taken back to the application to configure your automation like below:

You can configure the name of your Item and which board and group to add it to. You can also use the 

 operator to select from a list of variables to reference as part of your configuration.

From there, you can click on the Save button and you will have successfully setup your Automation with Monday.com

How to setup your Monday.com integration

Rollout's Hubspot Integration allows you to create/update a contact/deal in Hubspot:

This guide will help you get up and running with the implementation.

Select Hubspot if not already preselected from the apps list

Select your Hubspot account or login with your hubspot credentials

Select the action you would like (e.g. Create Contact)

Fill in the information that shows up below

How to setup your Hubspot Integration

For example, the following markdown will produce the result below.

# Here is a heading

We have many things to do:
- [x] Write some markdown
- [ ] Feed the llamas
- [ ] Sweep the chimneys

And we should do them in this order:
1. Sweep
2. Feed

![Happy Llama](url)

Notion Markdown Cheat Sheet

Rollout's Slack offering can be accessed via the actions component in any of the relevant UI drop-in components.

To configure an automation using Slack, simply select the trigger of choice and under the Action section:

How to setup your Slack integration

You may setup your integration with Zoom, either embedded in a Rollout partner application or via 

When on the page to manage and configure your Zoom integration (for example: 

) you will be prompted to choose an App, select Zoom from the "Select App" dropdown:

Once you've selected Zoom as your app, select your action such as "Create a Meeting"

Next, you'll be prompted to select an account which will pop up a new window to Authorize Rollout to connect to your Zoom account. Once you Authorize Rollout, you will be taken back to the application to configure your automation like below:

You can configure the Topic of your meeting, set Date & Time, Duration, Timezone and add a Passcode. You can also use the 

From there, you can click on the Save button and you will have successfully setup your Automation with Zoom.

Once you have successfully created an Automation that has a Zoom action, you simply have to trigger the automation to create a Zoom meeting. You can select any available trigger events such as when a new meeting is booked on Calendly or when a new task is added on Asana and that should trigger your automation to Create a Zoom meeting.

If you wish to disable your Zoom integration, you can toggle off your Automation on your Automations page.

To delete your Zoom integration and remove the authorization for Rollout to access your data, in your Automation, select your Zoom account and click on the red trashcan icon on the right: 

Once you have clicked the delete icon, you will be asked to confirm and once you've done that Rollout will no longer have access to your Zoom account.

Apps

How to setup your Monday.com integration

How to setup your Hubspot Integration

Notion Markdown Cheat Sheet

How to setup your Slack integration

How to setup your Zoom integration