Connect Rocketlane and Empiraa to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Account Created" from Rocketlane.

Add your action

An action happens after the trigger—such as "Add to a Financial Objective" in Empiraa.

You’re connected!

Zapier seamlessly connects Rocketlane and Empiraa, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Account Created
Triggers when a new account is created.
Trigger
Instant
Try It
CSAT Submitted
Triggers when a CSAT response is submitted.
Trigger
Instant
Try It
Project Message Created
Triggers when a new message is added in a project.
Trigger
Instant
Try It
Project Update Message Created
Triggers when a new message is added in a project update.
Trigger
Instant
Try It
Task Message Created
Triggers when a new message is added in a task.
Trigger
Instant
Try It

- Changed Task Field
Trigger
Instant
Try It
- 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
- Objective ID #
  Required
- Date
  Required
- Value
  Required
Action
Write
- Objective ID
  Required
- Date
  Required
- What is the value?
  Required
Action
Write

- Changed Account Field
Trigger
Instant
Try It
- Form Template
  Required
Trigger
Instant
Try It
Project Created
Triggers when a new project is created.
Trigger
Instant
Try It
- Changed Project Field
Trigger
Instant
Try It
- Project
- Assignees
Trigger
Instant
Try It
- 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
- What is the objective id #?
  Required
- Date
  Required
- What is the value you want to add to the Financial Objective?
  Required
Action
Write
- What is the Objective ID
  Required
- Date
  Required
- What is the value you wish to update
  Required
Action
Write
- What is the objective ID?
  Required
- Date for the value to updated
  Required
- What is the value you want to update?
  Required
Action
Write

For AI agents & developers

Use Rocketlane and Empiraa with AI agents and code

Beyond Zap workflows. Call Rocketlane and Empiraa actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Rocketlane and Empiraa actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Archive Project
Add to a Financial Objective

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Rocketlane and Empiraa actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* rocketlane / empiraa action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Rocketlane and Empiraa to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Rocketlane to Empiraa integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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

About Empiraa

Empiraa is a Business Planning and Execution platform that makes your actions matter