1.Detect updated onboarding task
Integrate Rocketlane and project management tools to capture task status and completion timestamps to trigger the setup-complete update.
Update company record after onboarding setup task completes
Automatically monitor onboarding setup task updates across Rocketlane and Gainsight. Create and update when setup status changes, completion time records, or tasks reach the configured completed stateβso you can format completion dates, update company setup-complete fields, and keep teams aligned without manual follow-up.
How this automation updates your setup completion records
When setup tasks complete but dates are missing from company records, onboarding visibility slips and follow-up timing breaks. This automation captures task updates, formats completion timestamps, and updates your Gainsight company fieldβso your team can act on the right setup-complete date.
Rocketlaneor swap with your favorite app
2.Find matching project
Integrate Rocketlane and onboarding project tools to find the related project by project reference to map identifiers for the update.
3.Filter for setup tasks
Integrate Filter by Zapier and workflow rules to pass only qualifying setup tasks to prevent incorrect company updates.
Filter by Zapieror swap with your favorite app
4.Format completion date
Integrate Formatter by Zapier and date formatting tools to convert the task completion timestamp into your preferred date format.
Formatter by Zapieror swap with your favorite app
5.Update company setup date
Integrate Gainsight and CRM fields to match the company by external identifier and update the setup-completed date field.
Gainsightor swap with your favorite app
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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