Rocketlane integrations and automations

Seamlessly connect Rocketlane with other tools. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

  • Need to connect your product to Rocketlane?

    Leverage the power of the Workato Embedded platform to access 1200+ pre-built connectors to the apps your customers are requesting. 
    Learn more

    • Build powerful workflows, fast

    Triggers

    When this happens…

    Rocketlane
    • New Account Real-time
      New Account in Rocketlane
    • Updated Account Real-time
      Updated Account in Rocketlane
    • Csat Submitted Real-time
      Csat Submitted in Rocketlane
    • Form Submitted Real-time
      Form Submitted in Rocketlane
    • New Invoice Real-time
      New Invoice in Rocketlane
    • Updated Invoice Real-time
      Updated Invoice 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…

    Rocketlane
    • Add attachment to invoice
      Add attachment to invoice in Rocketlane
    • Archive Project
      Archive Project in Rocketlane
    • Create Account
      Create Account in Rocketlane
    • Create Line item
      Create Line item in Rocketlane
    • Add payment/write-off record to an invoice
      Add payment/write-off record to an invoice 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 Account
      Search Account in Rocketlane
    • Search Invoice
      Search Invoice in Rocketlane
    • Search Project
      Search Project in Rocketlane
    • Search Task
      Search Task in Rocketlane
    • Update Account
      Update Account in Rocketlane
    • Update Invoice
      Update Invoice in Rocketlane
    • Update Line item
      Update Line item in Rocketlane
    • Update Project
      Update Project in Rocketlane
    • Update Task
      Update Task in Rocketlane

      • Any other action you can think up

    One platform

    • Power
    • Agility
    • Speed
    • Innovation

    Let’s start automating

    Schedule a Demo