Rocketlane
Update projects in Rocketlane when new forms are submitted in Rocketlane
Enhance your project management efficiency with this smart workflow. When a form is submitted within the Rocketlane application, this triggers an instant update to the corresponding project. With this automation, your Rocketlane project status remains current, eliminating the need for time-consuming manual updates. Experience the convenience of keeping your projects up-to-date effortlessly with Rocketlane.
Enhance your project management efficiency with this smart workflow. When a form is submitted within the Rocketlane application, this triggers an instant update to the corresponding project. With this automation, your Rocketlane project status remains current, eliminating the need for time-consuming manual updates. Experience the convenience of keeping your projects up-to-date effortlessly with Rocketlane.
- When this happens...
Form SubmittedTriggers when a form response is submitted.
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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