Rocketlane Integrations

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Send channel messages in Slack for new Rocketlane tasks
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Rocketlane + Slack
Send emails in Gmail when projects are updated in Rocketlane
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Rocketlane + Gmail
Create Rocketlane projects from new Salesforce records
Premium
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Salesforce + Rocketlane
Generate Jira Software Cloud issues from new Rocketlane tasks
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Rocketlane + Jira Software Cloud

Turn new Hubspot deals into Rocketlane projects
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HubSpot + Rocketlane

Turn new Freshsales deals into Rocketlane projects
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Freshsales Classic + Rocketlane

Send channel messages in Slack for new Rocketlane tasks

Details

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Rocketlane + Slack

Send emails in Gmail when projects are updated in Rocketlane

Details

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Rocketlane + Gmail

Create Rocketlane projects from new Salesforce records

Premium

Details

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Salesforce + Rocketlane

Generate Jira Software Cloud issues from new Rocketlane tasks

Details

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Rocketlane + Jira Software Cloud

Turn new Hubspot deals into Rocketlane projects

Details

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HubSpot + Rocketlane

Turn new Freshsales deals into Rocketlane projects

Details

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Freshsales Classic + Rocketlane

Supported triggers and actions

What does this mean?

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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- Changed Project Field
Trigger
Instant
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- Project
- Assignees
Trigger
Instant
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- ProjectRequired
Action
Write
- Company NameRequired
- Project Template
- Team Members
- Auto Allocation
Action
Write

- CommentRequired
- Task IdRequired
- PrivateRequired
Action
Write
- ProjectRequired
- TemplatesRequired
Action
Write
- ProjectRequired
Action
Write
- Project IdRequired
Action
Search
- Search ByRequired
Action
Search
- Task IdRequired
Action
Search

- Changed Account Field
Trigger
Instant
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- Form TemplateRequired
Trigger
Instant
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Project Created
Triggers when a new project is created.
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
- ProjectRequired
- Project Phase Id
- External Provider
- External Resource Type
- External Resource Id
- Parent Task Id
- Assignees
Action
Write
- ProjectRequired
Action
Write
- CompanyRequired
Action
Write
- Task IdRequired
- External Provider
- External Resource Type
- External Resource Id
- Assignees
Action
Write
- Search ByRequired
Action
Search
- Search ByRequired
Action
Search
- Email Id
Action
Search

About Rocketlane

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

Related categories

Project Management

Rocketlane Integrations

Do more with Rocketlane integrations

Slack

HubSpot

Google Sheets

Salesforce

monday.com

Google Drive

Jira Software Cloud

Freshdesk

Gmail

Slack

HubSpot

Google Sheets

Salesforce

monday.com

Google Drive

Slack

HubSpot

Google Sheets

Salesforce

monday.com

Google Drive

Jira Software Cloud

Freshdesk

Gmail

Send channel messages in Slack for new Rocketlane tasks

Send emails in Gmail when projects are updated in Rocketlane

Create Rocketlane projects from new Salesforce records

Generate Jira Software Cloud issues from new Rocketlane tasks

Turn new Hubspot deals into Rocketlane projects

Turn new Freshsales deals into Rocketlane projects

Send channel messages in Slack for new Rocketlane tasks

Send emails in Gmail when projects are updated in Rocketlane

Create Rocketlane projects from new Salesforce records

Generate Jira Software Cloud issues from new Rocketlane tasks

Turn new Hubspot deals into Rocketlane projects

Turn new Freshsales deals into Rocketlane projects

Account Created

CSAT Submitted

Project Message Created

Project Updated

Changed Project Field

Task Created

Project

Assignees

Archive Project

Create Project

Project Template

Team Members

Auto Allocation

Post Task Message

Import Template to Project

Update Project

Search Project

Search Project (V2)

Search Task

Account Updated

Changed Account Field

Form Submitted

Project Created

Task Message Created

Task Updated

Changed Task Field

Create Account

Account Name

Create Task

Project Phase Id

External Provider

External Resource Type

External Resource Id

Parent Task Id

Assignees

Delete Project

Update Account

Update Task

External Provider

External Resource Type

External Resource Id

Assignees