Rocketlane and Zuora integrations and automations

Seamlessly connect Rocketlane and Zuora. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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Build powerful workflows, fast

Triggers

When this happens…

Rocketlane
  • New Account Real-time
    New Account in Rocketlane
  • Updated Account Real-time
    Updated Account in Rocketlane
  • Csat Submitted Real-time
    Csat Submitted in Rocketlane
  • Form Submitted Real-time
    Form Submitted in Rocketlane
  • New Invoice Real-time
    New Invoice in Rocketlane
  • Updated Invoice Real-time
    Updated Invoice in Rocketlane
  • New Project Message Real-time
    New Project Message in Rocketlane
  • New Project Real-time
    New Project in Rocketlane
  • Updated Project Real-time
    Updated Project in Rocketlane
  • New Task Message Real-time
    New Task Message in Rocketlane
  • New Task Real-time
    New Task in Rocketlane
  • Updated Task Real-time
    Updated Task in Rocketlane

    • Any other trigger you can think up

Zuora
  • New/updated order
    New or updated order in Zuora
  • New/updated record
    New or updated records in Zuora

    • Any other trigger you can think up

Actions

Do this…

Rocketlane
  • Add attachment to invoice
    Add attachment to invoice in Rocketlane
  • Archive Project
    Archive Project in Rocketlane
  • Create Account
    Create Account in Rocketlane
  • Create Line item
    Create Line item in Rocketlane
  • Add payment/write-off record to an invoice
    Add payment/write-off record to an invoice in Rocketlane
  • Create Project
    Create Project in Rocketlane
  • Create Task
    Create Task in Rocketlane
  • Post Task message
    Post Task message in Rocketlane
  • Create Time Off
    Create Time Off in Rocketlane
  • Delete Project
    Delete Project in Rocketlane
  • Import Templates to Project
    Import Templates to Project in Rocketlane
  • Search Account
    Search Account in Rocketlane
  • Search Invoice
    Search Invoice in Rocketlane
  • Search Project
    Search Project in Rocketlane
  • Search Task
    Search Task in Rocketlane
  • Update Account
    Update Account in Rocketlane
  • Update Invoice
    Update Invoice in Rocketlane
  • Update Line item
    Update Line item in Rocketlane
  • Update Project
    Update Project in Rocketlane
  • Update Task
    Update Task in Rocketlane

    • Any other action you can think up

Zuora
  • Custom action
    Custom action in Zuora (Custom)
  • Create custom record Batch
    Create custom record in Zuora
  • Create record
    Create record in Zuora
  • Get custom record
    Get custom record in Zuora
  • Get record
    Get record by ID in Zuora
  • Get order by order number Batch
    Get order in Zuora by order number
  • Get orders by subscription number
    Get orders by subscription number in Zuora
  • Query records Batch
    Query records using ZOQL in Zuora
  • Search records Batch
    Search records in Zuora
  • Update custom record Batch
    Update custom record in Zuora
  • Update order trigger date
    Update trigger date for pending order in Zuora
  • Update record
    Update record in Zuora

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation

Let’s start automating

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