Rating
4.9
Pre-built
150+
integrations
Total
100+
active users
avg
2 min
to connect
Custom Connections
Available
via HTTP connector
Build Powerful Workflows, fast
Triggers
When this happens…
Rocketlane
- New Account Real-timeNew Account in Rocketlane
- Updated Account Real-timeUpdated Account in Rocketlane
- Csat Submitted Real-timeCsat Submitted in Rocketlane
- Updated Expense Real-timeUpdated Expense in Rocketlane
- Form Submitted Real-timeForm Submitted in Rocketlane
- New Invoice Real-timeNew Invoice in Rocketlane
- New payment/write-off record Real-timeNew payment/write-off record in Rocketlane
- Payment/write-off record updated Real-timePayment/write-off record updated in Rocketlane
- Updated Invoice Real-timeUpdated Invoice in Rocketlane
- Meeting transcription completed Real-timeMeeting transcription completed in Rocketlane
- New Project Message Real-timeNew Project Message in Rocketlane
- New Project Real-timeNew Project in Rocketlane
- New Project Update Message Real-timeNew Project Update Message in Rocketlane
- Updated Project Real-timeUpdated Project in Rocketlane
- New Signal generated Real-timeNew Signal generated 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…
Rocketlane
- Add attachment to invoiceAdd attachment to invoice in Rocketlane
- Archive ProjectArchive Project in Rocketlane
- Create AccountCreate Account in Rocketlane
- Create Financials BudgetCreate Financials Budget in Rocketlane
- Create Line itemCreate Line item in Rocketlane
- Add payment/write-off record to an invoiceAdd payment/write-off record to an invoice in Rocketlane
- Create ProjectCreate Project in Rocketlane
- Post Project MessagePost Project Message in Rocketlane
- Create External Resource MappingCreate External Resource Mapping 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
- Notify UserNotify User in Rocketlane
- Search AccountSearch Account in Rocketlane
- Search InvoiceSearch Invoice in Rocketlane
- Search ProjectSearch Project in Rocketlane
- Search Project Financials BudgetSearch Project Financials Budget in Rocketlane
- Search TaskSearch Task in Rocketlane
- Update AccountUpdate Account in Rocketlane
- Update InvoiceUpdate Invoice in Rocketlane
- Update Line itemUpdate Line item in Rocketlane
- Update ProjectUpdate Project in Rocketlane
- Update TaskUpdate Task in Rocketlane
Any other action you can think up
VendorPanel
- Authenticate User's email.Authenticate user's email in VendorPanel.
- Get Opportunity Document by Opportunity ID and Document ID.Get opportunity document by opportunity ID and document ID in VendorPanel.
- Get Opportunity SubCategories by Opportunity ID and Supplier List Category ID.Get opportunity sub-categories by opportunity ID and supplier list category ID in VendorPanel.
- Get Opportunity Supplier by Opportunity ID and Supplier ID.Get opportunity supplier by opportunity ID and supplier ID in VendorPanel.
- Get Opportunity by ID.Get opportunity by ID in VendorPanel.
- Get Response Document by Opportunity ID, Response ID and Document ID.Get response document by opportunity ID, response ID and document ID in VendorPanel.
- Get Response by ID.Get response by ID in VendorPanel.
- List Opportunity Categories for Opportunity ID.List opportunity categories for opportunity ID in VendorPanel.
- List Opportunity Documents for Opportunity ID.List opportunity documents for opportunity ID in VendorPanel.
- List Opportunity Suppliers for Opportunity ID.List opportunity suppliers for opportunity ID from VendorPanel.
- List Response Documents for Opportunity ID and Response Id.List response documents for opportunity ID and response ID in VendorPanel.
Any other action you can think up
One platform
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