Rocketlane
Create and update projects in Rocketlane when a new project is created
When a new project is initiated in the Rocketlane app, this workflow ensures it is updated in the same app instantly. This automation provides a seamless and efficient way to manage the project's progress, helping you stay organized while saving on manual work. It's especially beneficial for teams using Rocketlane for project management, keeping everything current and cohesive.
When a new project is initiated in the Rocketlane app, this workflow ensures it is updated in the same app instantly. This automation provides a seamless and efficient way to manage the project's progress, helping you stay organized while saving on manual work. It's especially beneficial for teams using Rocketlane for project management, keeping everything current and cohesive.
- When this happens...
Project CreatedTriggers when a new project 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
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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