Rocketlane + YouCanBookMe

Update Rocketlane projects when new YouCanBookMe booking notifications occur

Effortlessly manage your workflows between YouCanBookMe and Rocketlane with this handy automation. Whenever you receive booking notifications in YouCanBookMe, Rocketlane swiftly updates the project's status, enhancing efficiency and saving you time. No more manual tracking or updating, focus more on your projects and less on administrative tasks. This efficient workflow aids in seamless project management.

When this happens...
Booking Notifications
Triggers when changes happen on a booking
TriggerInstant
automatically do this!
Update Project
Updates a project.
ActionWrite

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Supported triggers and actions

- Subscription LevelRequired
- Subscription Resource IdsRequired
- Notification typesRequired
Trigger
Instant
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- Changed Account Field
Trigger
Instant
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- Form TemplateRequired
Trigger
Instant
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Project Created
Triggers when a new project is created.
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

- ProjectRequired
- Project Phase Id
- External Provider
- External Resource Type
- External Resource Id
- Parent Task Id
- Assignees
Action
Write
- ProjectRequired
Action
Write
- CompanyRequired
Action
Write
- Task IdRequired
- External Provider
- External Resource Type
- External Resource Id
- Assignees
Action
Write
- Search ByRequired
Action
Search
- Search ByRequired
Action
Search
- Email Id
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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- Changed Project Field
Trigger
Instant
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- Project
- Assignees
Trigger
Instant
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- ProjectRequired
Action
Write
- Company NameRequired
- Project Template
- Team Members
- Auto Allocation
Action
Write
- CommentRequired
- Task IdRequired
- PrivateRequired
Action
Write
- ProjectRequired
- TemplatesRequired
Action
Write
- ProjectRequired
Action
Write
- Project IdRequired
Action
Search
- Search ByRequired
Action
Search
- Task IdRequired
Action
Search

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

About YouCanBookMe

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

Learn more

Related categories

Scheduling & Booking

Rocketlane + YouCanBookMe

Update Rocketlane projects when new YouCanBookMe booking notifications occur

Supported triggers and actions

Booking Notifications

Account Updated

Form Submitted

Project Created

Task Message Created

Task Updated

Create Account

Create Task

Delete Project

Update Account

Update Task

Search Account

Search Task (V2)

User

Account Created

CSAT Submitted

Project Message Created

Project Updated

Task Created

Archive Project

Create Project

Post Task Message

Import Template to Project

Update Project

Search Project

Search Project (V2)

Search Task

About Rocketlane

Related categories

About YouCanBookMe

Related categories

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