Rocketlane and Zendesk integrations and automations

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

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

Zendesk
  • New organization
    New organization in Zendesk
  • New ticket
    New ticket in Zendesk
  • New ticket Real-time
    New ticket in Zendesk
  • New/updated records Batch
    Trigger processes batches of new or updated records
  • New user
    New user in Zendesk
  • New/updated organization
    New/updated organization in Zendesk
  • New/updated ticket
    New/updated ticket in Zendesk
  • New/updated ticket Real-time
    New/updated ticket in Zendesk
  • New/updated user
    New/updated user in Zendesk

    • 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

Zendesk
  • Custom action
    Custom action in Zendesk (Custom)
  • Create organization membership
    Create organization membership in Zendesk
  • Bulk update tickets
    Bulk update tickets in Zendesk
  • Create/update records Batch
    Upsert records in Zendesk
  • Solve ticket
    Solve ticket in Zendesk
  • Create custom object record
    Create custom object record in Zendesk
  • Create organization
    Create organization in Zendesk
  • Create ticket
    Create ticket in Zendesk
  • Upload attachment
    Upload attachment to Zendesk
  • Create user
    Create user in Zendesk
  • Delete custom object record by ID
    Delete custom object record in Zendesk
  • Delete ticket
    Delete ticket in Zendesk
  • Get custom object record by ID
    Get custom object record in Zendesk
  • Get organization details by ID
    Get organization details in Zendesk
  • Get organizations by external IDs Batch
    Get organizations in Zendesk
  • Get ticket details by ID
    Get ticket details in Zendesk
  • Get comments for ticket Batch
    Get comments for a ticket in Zendesk
  • Get list of tickets by external IDs Batch
    Get list of tickets by external IDs in Zendesk
  • Get user details by ID
    Get user details in Zendesk
  • Get list of custom object records by external IDs Batch
    Get custom object records in Zendesk
  • List user identities Batch
    Get user identity details in Zendesk
  • Get group by name
    Get group by name group in Zendesk
  • Search organization member Batch
    Search for a organization member in Zendesk
  • Search organizations Batch
    Search for organizations in Zendesk
  • Search tickets Batch
    Search for tickets in Zendesk
  • Search users Batch
    Search for users in Zendesk
  • Update custom object record
    Update custom object record in Zendesk
  • Update organization
    Update organization in Zendesk
  • Update ticket
    Update ticket in Zendesk
  • Update user
    Update user in Zendesk

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation