Rocketlane integrations and automations

Do everything in one place

Customize your Rocketlane integration with the following triggers and actions.

Triggers

When this happens…

Rocketlane

New Account Real-time
New Account in Rocketlane
Updated Account Real-time
Updated Account in Rocketlane
Csat Submitted Real-time
Csat Submitted in Rocketlane
Form Submitted Real-time
Form Submitted in Rocketlane
New Invoice Real-time
New Invoice in Rocketlane
Updated Invoice Real-time
Updated Invoice in Rocketlane
New Project Message Real-time
New Project Message in Rocketlane
New Project Real-time
New Project in Rocketlane
Updated Project Real-time
Updated Project in Rocketlane
New Task Message Real-time
New Task Message in Rocketlane
New Task Real-time
New Task in Rocketlane
Updated Task Real-time
Updated Task in Rocketlane

Any other trigger you can think up

Actions

Do this…

Rocketlane

Archive Project
Archive Project in Rocketlane
Create Account
Create Account in Rocketlane
Create Project
Create Project in Rocketlane
Create Task
Create Task in Rocketlane
Post Task message
Post Task message in Rocketlane
Create Time Off
Create Time Off in Rocketlane
Delete Project
Delete Project in Rocketlane
Import Templates to Project
Import Templates to Project in Rocketlane
Search Account
Search Account in Rocketlane
Search Project
Search Project in Rocketlane
Search Task
Search Task in Rocketlane
Update Account
Update Account in Rocketlane
Update Project
Update Project in Rocketlane
Update Task
Update Task in Rocketlane

Any other action you can think up

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