ClickFunnels Classic + Rocketlane

ClickFunnels Classic + Rocketlane integrations

Create new Rocketlane projects for successful ClickFunnels purchases

Streamline your sales process by connecting ClickFunnels and Rocketlane with this automation. Whenever a new successful purchase occurs in ClickFunnels, a project will be created in Rocketlane, ensuring timely onboarding for your new clients. Save time and focus on growing your business while this workflow takes care of project creation for you.

When this happens...
New Successful PurchaseTriggers when a successful Purchase is made in a Funnel.
TriggerInstant
automatically do this!
Create ProjectCreates a project.
ActionWrite

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More things you can do with ClickFunnels Classic and Rocketlane

Discover other triggers and actions you can use with ClickFunnels Classic and Rocketlane

- Funnel
- Funnel Step
Trigger
Instant
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- Funnel
- Funnel Step
Trigger
Instant
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- Tag
  Required
- Email
  Required
Action
Write
- Email
  Required
Action
Write
- Tag
  Required
- Email
  Required
Action
Write

- Email
  Required
Action
Search
Account Created
Triggers when a new account is created.
Trigger
Instant
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CSAT Submitted
Triggers when a CSAT response is submitted.
Trigger
Instant
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Project Message Created
Triggers when a new message is added in a project.
Trigger
Instant
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Project Update Message Created
Triggers when a new message is added in a project update.
Trigger
Instant
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Task Message Created
Triggers when a new message is added in a task.
Trigger
Instant
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- Changed Task Field
Trigger
Instant
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- Account Name
Action
Write
- Project
  Required
- Project Phase Id
- External Provider
- External Resource Type
- External Resource Id
- Parent Task Id
- Assignees
Action
Write
- Project
  Required
Action
Write
- Company
  Required
Action
Write
- Task Id
  Required
- External Provider
- External Resource Type
- External Resource Id
- Assignees
Action
Write
- Search By
  Required
Action
Search
- Search By
  Required
Action
Search
- Email Id
Action
Search

- Funnel
- Funnel Step
Trigger
Instant
Try It
- List
  Required
- Email
  Required
Action
Write
- Funnel
  Required
- Funnel Step
  Required
- Page
  Required
- Email
  Required
Action
Write
- List
  Required
- Email
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Email
  Required
Action
Search or write
- Changed Account Field
Trigger
Instant
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- Form Template
  Required
Trigger
Instant
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Project Created
Triggers when a new project is created.
Trigger
Instant
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- Changed Project Field
Trigger
Instant
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- Project
- Assignees
Trigger
Instant
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- Project
  Required
Action
Write
- Company Name
  Required
- Project Template
- Team Members
- Auto Allocation
Action
Write
- Comment
  Required
- Task Id
  Required
- Private
  Required
Action
Write
- Project
  Required
- Templates
  Required
Action
Write
- Project
  Required
Action
Write
- Project Id
  Required
Action
Search
- Search By
  Required
Action
Search
- Task Id
  Required
Action
Search

About ClickFunnels Classic

Create beautiful landing pages and complete marketing funnels.

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Marketing Automation

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About Rocketlane

Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.

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Related categories

Project Management