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Rocketlane

Project Management

Create new Rocketlane projects from submitted forms in Rocketlane instantly

Initiate projects efficiently with this seamless workflow for Rocketlane. Whenever a new form submission occurs in Rocketlane, it immediately initiates a project creation process within the same app. This slick automation streamlines your project setup, taking care of repetitive tasks while letting you focus on execution and delivery.

Initiate projects efficiently with this seamless workflow for Rocketlane. Whenever a new form submission occurs in Rocketlane, it immediately initiates a project creation process within the same app. This slick automation streamlines your project setup, taking care of repetitive tasks while letting you focus on execution and delivery.

  1. When this happens...
    RocketlaneRocketlane
    Form Submitted

    Triggers when a form response is submitted.

    TriggerInstant
  2. automatically do this!
    RocketlaneRocketlane
    Create Project

    Creates a project.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Rocketlane triggers, actions, and search

    CSAT Submitted

    Triggers when a CSAT response is submitted.

    Trigger
    Instant
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  • Rocketlane triggers, actions, and search

    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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    • Form TemplateRequired

    Trigger
    Instant
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  • Rocketlane triggers, actions, and search

    Task Message Created

    Triggers when a new message is added in a task.

    Trigger
    Instant
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    • Changed Task Field

    Trigger
    Instant
    Try It
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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