Rating

4.9

Pre-built

150+

integrations

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

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
  • Updated Expense Real-time
    Updated Expense in Rocketlane
  • Form Submitted Real-time
    Form Submitted in Rocketlane
  • New Invoice Real-time
    New Invoice in Rocketlane
  • New payment/write-off record Real-time
    New payment/write-off record in Rocketlane
  • Payment/write-off record updated Real-time
    Payment/write-off record updated in Rocketlane
  • Updated Invoice Real-time
    Updated Invoice in Rocketlane
  • Meeting transcription completed Real-time
    Meeting transcription completed in Rocketlane
  • New Project Message Real-time
    New Project Message in Rocketlane
  • New Project Real-time
    New Project in Rocketlane
  • New Project Update Message Real-time
    New Project Update Message in Rocketlane
  • Updated Project Real-time
    Updated Project in Rocketlane
  • New Signal generated Real-time
    New Signal generated 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

Senses
  • New/Updated 案件アクション情報
    New/Updated 案件アクション情報 in Mazrica Sales
  • New/Updated コンタクト情報
    New/Updated コンタクト情報 in Mazrica Sales
  • New/Updated コンタクトアクション情報
    New/Updated コンタクトアクション情報 in Mazrica Sales
  • New/Updated 案件情報
    New/Updated 案件情報 in Mazrica Sales
  • 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 Financials Budget
    Create Financials Budget 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
  • Post Project Message
    Post Project Message in Rocketlane
  • Create External Resource Mapping
    Create External Resource Mapping 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
  • Notify User
    Notify User in Rocketlane
  • Search Account
    Search Account in Rocketlane
  • Search Invoice
    Search Invoice in Rocketlane
  • Search Project
    Search Project in Rocketlane
  • Search Project Financials Budget
    Search Project Financials Budget 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

Senses
  • 案件アクション情報を登録
    Create 案件アクション情報 in Mazrica Sales
  • コンタクト情報を登録
    Create コンタクト情報 in Mazrica Sales
  • コンタクトアクション情報を登録
    Create コンタクトアクション情報 in Mazrica Sales
  • 取引先情報を登録
    Create 取引先情報 in Mazrica Sales
  • 案件情報を登録
    Create 案件情報 in Mazrica Sales
  • Custom action
    Custom action in Mazrica Sales
  • 案件アクション情報を取得
    Get 案件アクション情報 in Mazrica Sales
  • コンタクト情報を取得
    Get コンタクト情報 in Mazrica Sales
  • コンタクトアクション情報を取得
    Get コンタクトアクション情報 in Mazrica Sales
  • 取引先情報を取得
    Get 取引先情報 in Mazrica Sales
  • 案件情報を取得
    Get 案件情報 in Mazrica Sales
  • 案件コンタクトリストを取得
    Get 案件コンタクトリスト in Mazrica Sales
  • チームの設定情報を取得
    Get チームの設定情報 in Mazrica Sales
  • 案件アクション情報を検索
    Search for 案件アクション情報 in Mazrica Sales
  • コンタクトアクション情報を検索
    Search for コンタクトアクション情報 in Mazrica Sales
  • コンタクト情報を検索
    Search for コンタクト情報 in Mazrica Sales
  • 取引先情報を検索
    Search for 取引先情報 in Mazrica Sales
  • 案件情報を検索
    Search for 案件情報 in Mazrica Sales
  • 案件アクション情報を更新
    Update 案件アクション情報 in Mazrica Sales
  • コンタクト情報を更新
    Update コンタクト情報 in Mazrica Sales
  • コンタクトアクション情報を更新
    Update コンタクトアクション情報 in Mazrica Sales
  • コンタクト詳細項目(multi_selectタイプ)を更新
    Update コンタクト詳細項目(multi_selectタイプ) in Mazrica Sales
  • 取引先情報を更新
    Update 取引先情報 in Mazrica Sales
  • 取引先詳細項目(multi_selectタイプ)を更新
    Update 取引先詳細項目(multi_selectタイプ) in Mazrica Sales
  • 案件情報を更新
    Update 案件情報 in Mazrica Sales
  • 案件詳細項目(multi_selectタイプ)を更新
    Update 案件詳細項目(multi_selectタイプ) in Mazrica Sales
  • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation