Rocketlane and Workflow apps by Workato integration | Workato

Build Powerful Workflows, fast

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

Workflow apps by Workato

New component event Real-time
New event from a component
New component event (Dropdown) Real-time
New open or search event from a dropdown
New component event (Table widget) Real-time
New load event from a table
New request Real-time
New request in a workflow app
New/updated request Real-time
New/updated request in a workflow app

Any other trigger you can think up

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

Workflow apps by Workato

Create request
Create a new request in a workflow app
Return data to component
Return data to component
Change workflow stage
Change the workflow stage of a request in a workflow app
Complete workflow task programmatically
Complete a task in a workflow app programmatically
Delete request
Delete a request from a workflow app
Remove user
Remove a user from workflow apps portal
Get user data Batch
Get user data from workflow apps portal
Search requests Batch
Search requests in a workflow app
Assign task to users
Assign a task to users in a workflow app and wait until completed
Invite user
Invite a user by email to workflow apps portal
List workflow stages
List workflow stages in a workflow app
Get activity history Batch
Get activity history for requests
Share request
Share a request in a workflow app
Unshare request
Unshare a request in a workflow app
Update request
Update a request in a workflow app

Any other action you can think up