Connect YouCanBookMe and Rocketlane to power AI-driven automation

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Choose a Trigger

Choose an Action

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Start with a template that brings YouCanBookMe and Rocketlane together. Build enterprise-grade automation in minutes.

Our most popular template

Update Rocketlane projects when new YouCanBookMe booking notifications occur
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YouCanBookMe + Rocketlane

Update Rocketlane projects when new YouCanBookMe booking notifications occur

Details

Try it

YouCanBookMe + Rocketlane

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate YouCanBookMe with Rocketlane - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Booking Notifications" from YouCanBookMe.

Add your action

An action happens after the trigger—such as "Archive Project" in Rocketlane.

You’re connected!

Zapier seamlessly connects YouCanBookMe and Rocketlane, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Subscription Level
  Required
- Subscription Resource Ids
  Required
- Notification types
  Required
Trigger
Instant
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- Changed Account Field
Trigger
Instant
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- Form Template
  Required
Trigger
Instant
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Project Created
Triggers when a new project is created.
Trigger
Instant
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- Changed Project Field
Trigger
Instant
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- Project
- Assignees
Trigger
Instant
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- Project
  Required
Action
Write

- Company Name
  Required
- Project Template
- Team Members
- Auto Allocation
Action
Write
- Comment
  Required
- Task Id
  Required
- Private
  Required
Action
Write
- Project
  Required
- Templates
  Required
Action
Write
- Project
  Required
Action
Write
- Project Id
  Required
Action
Search
- Search By
  Required
Action
Search
- Task Id
  Required
Action
Search

Account Created
Triggers when a new account is created.
Trigger
Instant
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CSAT Submitted
Triggers when a CSAT response is submitted.
Trigger
Instant
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Project Message Created
Triggers when a new message is added in a project.
Trigger
Instant
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Project Update Message Created
Triggers when a new message is added in a project update.
Trigger
Instant
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Task Message Created
Triggers when a new message is added in a task.
Trigger
Instant
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- Changed Task Field
Trigger
Instant
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- Account Name
Action
Write
- Project
  Required
- Project Phase Id
- External Provider
- External Resource Type
- External Resource Id
- Parent Task Id
- Assignees
Action
Write
- Project
  Required
Action
Write
- Company
  Required
Action
Write
- Task Id
  Required
- External Provider
- External Resource Type
- External Resource Id
- Assignees
Action
Write
- Search By
  Required
Action
Search
- Search By
  Required
Action
Search
- Email Id
Action
Search

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect YouCanBookMe and Rocketlane to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate YouCanBookMe on the Zapier blog

Make work flow with AI

Level up your YouCanBookMe to Rocketlane integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About YouCanBookMe

Take bookings online. YouCanBookMe links to your calendar to allow your customers to book your services via the web.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

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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.

HelpHelp

Related categories

Project Management

Connect YouCanBookMe and Rocketlane to power AI-driven automation

Launch your first automated workflow

Update Rocketlane projects when new YouCanBookMe booking notifications occur

Update Rocketlane projects when new YouCanBookMe booking notifications occur

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect YouCanBookMe and Rocketlane to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate YouCanBookMe on the Zapier blog

6 ways to automate YouCanBookMe with Zapier

Make work flow with AI

Connect YouCanBookMe to Rocketlane on the world's largest no-code automation platform