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Customize your Pipedrive and Rocketlane integration with the following triggers and actions.

Triggers

When this happens…

Pipedrive
  • New object
    New object in Pipedrive
  • New or Updated object
    New or Updated object in Pipedrive
  • Any other trigger you can think up

Rocketlane
  • Csat Submitted Real-time
    Csat Submitted in Rocketlane
  • Form Submitted Real-time
    Form Submitted 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

Actions

Do this…

Pipedrive
  • Custom action
    Custom action in Pipedrive (Custom)
  • Create activity
    Create activity in Pipedrive
  • Create deal
    Create deal in Pipedrive
  • Create note
    Create note in Pipedrive
  • Create organization
    Create organization in Pipedrive
  • Get deal related products Batch
    Get products from the deal in Pipedrive
  • Get object Batch
    Get object from PipeDrive
  • Update deal
    Update deal in Pipedrive
  • Update organization
    Update organization in Pipedrive
  • Update person
    Update person in Pipedrive
  • Any other action you can think up

Rocketlane
  • Archive Project
    Archive Project 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 Project
    Search Project in Rocketlane
  • Search Task
    Search Task in Rocketlane
  • Update Project
    Update Project in Rocketlane
  • Update Task
    Update Task in Rocketlane
  • Any other action you can think up

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