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Customize your Cobblestone Contract Management Software and Rocketlane integration with the following
triggers and actions.
Triggers
When this happens…
Cobblestone Contract Management Software
- New & Updated recordsNew/updated records in Contract Insight.
- New recordsNew records created in Contract Insight.
- Updated recordsRecords updated in Contract Insight.
Any other trigger you can think up
Rocketlane
- Csat Submitted Real-timeCsat Submitted in Rocketlane
- Form Submitted Real-timeForm Submitted in Rocketlane
- New Project Message Real-timeNew Project Message in Rocketlane
- New Project Real-timeNew Project in Rocketlane
- Updated Project Real-timeUpdated Project in Rocketlane
- New Task Message Real-timeNew Task Message in Rocketlane
- New Task Real-timeNew Task in Rocketlane
- Updated Task Real-timeUpdated Task in Rocketlane
Any other trigger you can think up
Actions
Do this…
Cobblestone Contract Management Software
- Download binary file by criteriaDownload a binary file for a given entity.
- Get list of records by criteriaPull list of records for a given entity.
- Insert single recordCreate a new a record for a specified entity/area.
- Update records by criteriaUpdate record(s) for a specified entity/area.
- Upload mime contentCreate a new binary record for a specified entity/area.
Any other action you can think up
Rocketlane
- Archive ProjectArchive Project in Rocketlane
- Create ProjectCreate Project in Rocketlane
- Create TaskCreate Task in Rocketlane
- Post Task messagePost Task message in Rocketlane
- Create Time OffCreate Time Off in Rocketlane
- Delete ProjectDelete Project in Rocketlane
- Import Templates to ProjectImport Templates to Project in Rocketlane
- Search ProjectSearch Project in Rocketlane
- Search TaskSearch Task in Rocketlane
- Update ProjectUpdate Project in Rocketlane
- Update TaskUpdate Task in Rocketlane
Any other action you can think up
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