involve.me + Rocketlane

Create new Rocketlane projects from completed involve.me submissions

Effortlessly streamline your project creation process with this involve.me and Rocketlane automation. When a new completed submission occurs in involve.me, this workflow will create a project in Rocketlane, saving you time and ensuring all necessary information is transferred accurately. Enhance your team's efficiency and keep your project pipeline up-to-date with this powerful integration.

When this happens...
New Completed SubmissionTriggers when a participant completes a submission in your funnel.
TriggerInstant
automatically do this!
Create ProjectCreates a project.
ActionWrite

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More things you can do with involve.me and Rocketlane

Discover other triggers and actions you can use with involve.me and Rocketlane

- involve.me Funnel
  Required
Trigger
Instant
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- Organization
  Required
- Email
  Required
- Tag
  Required
Action
Write
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

- Organization
  Required
- Email
  Required
Action
Write
- Organization
  Required
- Email
  Required
- Tag
  Required
Action
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
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

About involve.me

involve.me is a AI quiz funnel builder with built-in email automation. Create quizzes, assessments, calculators & forms with personalized email sequences.

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Related categories

Forms & Surveys

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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