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Customize your Pipedrive and Rocketlane integration with the following
triggers and actions.
Triggers
When this happens…
Pipedrive
- New objectNew object in Pipedrive
- New or Updated objectNew or Updated object in Pipedrive
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…
Pipedrive
- Custom actionCustom action in Pipedrive (Custom)
- Create activityCreate activity in Pipedrive
- Create dealCreate deal in Pipedrive
- Create noteCreate note in Pipedrive
- Create organizationCreate organization in Pipedrive
- Get deal related products BatchGet products from the deal in Pipedrive
- Get object BatchGet object from PipeDrive
- Update dealUpdate deal in Pipedrive
- Update organizationUpdate organization in Pipedrive
- Update personUpdate person in Pipedrive
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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