Coax and Rocketlane integrations and automations

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

Rating

4.9

Pre-built

150+

integrations

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…

Coax
  • Appointment Cancelled Real-time
    Cancelled appointment on calendly.
  • Appointment Created Real-time
    Create appointment on calendly.
  • Appointment Rescheduled Real-time
    Rescheduled appointment on calendly.
  • Conversation Category Added Real-time
    Conversation Category Added in Coax
  • Conversation Category Removed Real-time
    Conversation Category Removed in Coax
  • Conversation Category Updated Real-time
    Conversation Category Updated in Coax
  • CSV Parser Real-time
    Parse csv through coax AI.
  • New Incoming Phone Call Real-time
    New incoming phone call in Coax
  • New Contact Real-time
    New contact in Coax
  • New Enquiry Real-time
    New enquiry in Coax
  • New Incoming Message Real-time
    New incoming message in Coax
  • New Note Real-time
    New note in Coax
  • New Task Real-time
    New task in Coax
  • New Outgoing Phone Call Real-time
    New outgoing phone call in Coax
  • New Phone Call Real-time
    New phone call in Coax
  • Phone Call Summary Real-time
    Phone call summary in Coax
  • Review Requested Real-time
    Review Requested in Coax
  • Sales Trekker Entity Real-time
    Triggers when a sales trekker entity event webhook is received
  • Available Appointment Schedules Real-time
    Information regarding appointment timeslot.
  • Tracking V1 Delivered Real-time
    Tracking version 1 delivered webhook event
  • Tracking V3 Delivered
    Tracking version 3 delivered polling event
  • Tracking V2 Delivered Real-time
    Tracking version 2 delivered webhook event
  • Updated Contact Real-time
    Updated contact in Coax
  • Updated Note Real-time
    Updated note in Coax
  • Updated Task Real-time
    Updated task in Coax

    • Any other trigger you can think up

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
  • Updated Expense Real-time
    Updated Expense in Rocketlane
  • Form Submitted Real-time
    Form Submitted in Rocketlane
  • New Invoice Real-time
    New Invoice in Rocketlane
  • New payment/write-off record Real-time
    New payment/write-off record in Rocketlane
  • Payment/write-off record updated Real-time
    Payment/write-off record updated in Rocketlane
  • Updated Invoice Real-time
    Updated Invoice in Rocketlane
  • Meeting transcription completed Real-time
    Meeting transcription completed in Rocketlane
  • New Project Message Real-time
    New Project Message in Rocketlane
  • New Project Real-time
    New Project in Rocketlane
  • New Project Update Message Real-time
    New Project Update Message in Rocketlane
  • Updated Project Real-time
    Updated Project in Rocketlane
  • New Signal generated Real-time
    New Signal generated 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

Actions

Do this…

Coax
  • Custom action
    Custom action in Coax (Custom)
  • Ask For Review
    Ask for review on Coax. You can use {{ review_link }} as dynamic field to replace review link in messages. If not used, the link will be attached to the end of the message.
  • Ask For Review (Batch) Batch
    Bulk Ask for review on Coax. You can use {{ review_link }} as dynamic field to replace review link in messages. If not used, the link will be attached to the end of the message.
  • Assign Category to Enquiry
    Assign a category to an enquiry on Coax.
  • Schedule bulk message on Coax Batch
    Schedule multiple messages to be sent via the SMS channel.
  • Check Marketing Opt-In Details
    Check Marketing Opt-In Details On Coax.
  • Count Sent/Received Messages
    Fetch the total number of sent and received messages associated with a specific enquiry ID.
  • Create Activity
    Create a custom activity on Coax.
  • Update Custom Field
    Update Custom Field On Coax.
  • Create Note
    Creates a note on an enquiry on Coax.
  • Create Task
    Creates a task on an enquiry on Coax.
  • Create Order Tracking V1
    Create an order tracking v1 on Coax.
  • Create Order Tracking V3
    Create an order tracking v3 on Coax.
  • Create Order Tracking V2
    Create an order tracking v2 on Coax.
  • Delete Scheduled Message
    Delete Scheduled message on Coax.
  • Find Custom Field Schema
    Finds Custom Field Schema On Coax.
  • Shorten Link
    Shortens a link using Coax.
  • Generate Waiver Link
    Generate Waiver Link
  • Get Phone Call Summary
    Get Phone Call Summary
  • Get Courier Tracking Version 1 Link
    Get Courier Tracking Version 2 Link for trackings created through Coax.
  • Get Courier Tracking Version 2 Link
    Get Courier Tracking Version 2 Link for trackings created through Coax.
  • Get Processed CSV
    Get processed csv using job id
  • Get Primary Contacts
    Get primary email, phone from contacts array received from Coax.
  • Get Scheduled Messages
    Get Scheduled messages from Coax.
  • Get Waiver Submission
    Get Waiver Submission using booking information.
  • Parse Fareharbor Data
    Parse Fareharbor Data.
  • Parse Phone Number
    Parse a Phone Number using Coax.
  • Parse Phone Number (Batch) Batch
    Parse Bulk Phone Number using Coax.
  • Receive Facebook message into Coax
    Receive message into Coax using the Facebook channels.
  • Schedule message on Coax
    Schedule SMS on Coax using the SMS channel.
  • Schedule review request on Coax
    Schedule review request on Coax.
  • Search Customers
    Find a contact on Coax by the given customers value.
  • Send message through Coax
    Send SMS through Coax using the SMS channel.
  • Send Message through Coax (Batch) Batch
    Send SMS through Coax using the SMS channel.
  • Store Variables
    Store variables for a job in Coax.
  • Unassign Category from Enquiry
    Unassign a category from an enquiry on Coax.
  • Update Customer
    Update a contact on Coax by the given customers id.
  • Update Scheduled Message
    Modify the message or scheduled time for an existing scheduled SMS on Coax.
  • Update Waiver Submission
    Update Waiver Submission meta.
  • Create or Update Contact
    Creates or updates a contact on Coax.
  • Find Or Create Conversation Category
    Finds or creates Conversation Category on Coax.

    • Any other action you can think up

Rocketlane
  • Add attachment to invoice
    Add attachment to invoice in Rocketlane
  • Archive Project
    Archive Project in Rocketlane
  • Create Account
    Create Account in Rocketlane
  • Create Financials Budget
    Create Financials Budget 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
  • Post Project Message
    Post Project Message in Rocketlane
  • Create External Resource Mapping
    Create External Resource Mapping 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
  • Notify User
    Notify User in Rocketlane
  • Search Account
    Search Account in Rocketlane
  • Search Invoice
    Search Invoice in Rocketlane
  • Search Project
    Search Project in Rocketlane
  • Search Project Financials Budget
    Search Project Financials Budget 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

One platform

  • Power
  • Agility
  • Speed
  • Innovation