Do everything in one place
Customize your Iress XPLAN and Rocketlane integration with the following
triggers and actions.
Triggers
When this happens…
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…
Iress XPLAN
- Custom actionCustom action in XPLAN (Custom)
- Create recordCreate record in XPLAN
- Delete recordDelete record in XPLAN
- Get record details by IDGet record details by ID in XPLAN
- List recordsList records in XPLAN
- Search recordsSearch records in XPLAN
- Update recordUpdate record in XPLAN
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
The wonders of Workato
Easily set up as many intelligent automations you need.
- 1000s of ready-to-use templates
- Accelerate work with intelligent automation
- Do it yourself, faster
- Build bots. Put them to work