Rocketlane
Update projects in Rocketlane when new tasks are created
Effortlessly manage your projects with this Rocketlane automation. Once a new task is created in Rocketlane, the associated project will be updated, ensuring that your project remains up-to-date and on track. Streamline your project management process by seamlessly connecting the creation of tasks with project updates.
Effortlessly manage your projects with this Rocketlane automation. Once a new task is created in Rocketlane, the associated project will be updated, ensuring that your project remains up-to-date and on track. Streamline your project management process by seamlessly connecting the creation of tasks with project updates.
- When this happens...
Task CreatedTriggers when a new task is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Update Project
Updates a project.
ActionWriteCreate a new record or update an existing record in your app.
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CSAT Submitted
Triggers when a CSAT response is submitted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Message Created
Triggers when a new message is added in a project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Changed Project Field
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Project Phase Id
External Provider
External Resource Type
External Resource Id
Parent Task Id
Assignees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail Id
ActionThis is an event a Zap performs.SearchFind existing data in your app
Form TemplateRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Created
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Message Created
Triggers when a new message is added in a task.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company NameRequired
Project Template
Team Members
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommentRequired
Task IdRequired
PrivateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
TemplatesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IdRequired
External Provider
External Resource Type
External Resource Id
Assignees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTask IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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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