Rocketlane
Create new Rocketlane projects from newly created tasks in Rocketlane
Streamline your project management efforts by instantly transforming new tasks in Rocketlane into dedicated projects within the same platform. This workflow enables a seamless transition from task creation to project initiation, saving you time and enhancing organizational efficiency. Experience a simplistic approach to stay on top of your tasks and deliver successful projects effortlessly.
Streamline your project management efforts by instantly transforming new tasks in Rocketlane into dedicated projects within the same platform. This workflow enables a seamless transition from task creation to project initiation, saving you time and enhancing organizational efficiency. Experience a simplistic approach to stay on top of your tasks and deliver successful projects effortlessly.
- When this happens...
Task CreatedTriggers when a new task is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Create Project
Creates 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
Auto Allocation
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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