Do everything in one place
Customize your Pandadoc and Rocketlane integration with the following
triggers and actions.
Triggers
When this happens…
Pandadoc
- New event Real-timeNew event in Pandadoc
Any other trigger you can think up
Rocketlane
- New Account Real-timeNew Account in Rocketlane
- Updated Account Real-timeUpdated Account in 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…
Pandadoc
- Create recordCreate record in Pandadoc
- Custom actionCustom action in Pandadoc
- Delete recordDelete record in Pandadoc
- Download documentDownload document in Pandadoc
- Get recordGet record in Pandadoc
- Search recordsSearch records in Pandadoc
- Send documentSend Document in Pandadoc
- Update recordUpdate record in Pandadoc
Any other action you can think up
Rocketlane
- Archive ProjectArchive Project in Rocketlane
- Create AccountCreate Account 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 AccountSearch Account in Rocketlane
- Search ProjectSearch Project in Rocketlane
- Search TaskSearch Task in Rocketlane
- Update AccountUpdate Account in Rocketlane
- Update ProjectUpdate Project in Rocketlane
- Update TaskUpdate Task in Rocketlane
Any other action you can think up
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