Rocketlane and Zoho Books integrations and automations

Seamlessly connect Rocketlane and Zoho Books. 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

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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

Zoho Books
  • New Customer Real-time
    New customer in Zoho Books
  • New Estimate Real-time
    New estimate in Zoho Books
  • New Expense Real-time
    New expense in Zoho Books
  • New Invoice Real-time
    New invoice in Zoho Books
  • New Item Real-time
    New item in Zoho Books
  • New Salesorder Real-time
    New salesorder in Zoho Books
  • New Vendor Real-time
    New vendor in Zoho Books

    • 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

Zoho Books
  • Create Customer
    Creates a new customer in Zoho Books..
  • Create Estimate
    Creates a new estimate in Zoho Books..
  • Create Expense
    Creates a new expense in Zoho Books..
  • Create Invoice
    Creates a new invoice in Zoho Books..
  • Create Item
    Creates a new item in Zoho Books.
  • Create Salesorder
    Creates a new salesorder in Zoho Books..
  • Create Vendor
    Creates a new vendor in Zoho Books..
  • Delete Customer
    Delete the customer by ID.
  • Delete Estimate
    Delete the estimate by estimate ID.
  • Delete Expense
    Delete the expense by expense ID.
  • Delete Invoice
    Delete the invoice by ID.
  • Delete Item
    Delete the item by item ID.
  • Delete Sales Order
    Delete the sales order by ID.
  • Delete Vendor
    Delete the vendor by ID.
  • Get Customer
    Fetches the details of customer by ID.
  • Get Estimate
    Fetches the details of estimate by estimate ID.
  • Get Expense
    Fetches the details of expense by expense ID.
  • Get Invoice
    Fetches the details of invoice by ID.
  • Get Item
    Fetches the details of item by item ID.
  • Get Sales Order
    Fetches the details of sales order by ID.
  • Get Vendor
    Fetches the details of vendor by ID.
  • List Customers
    Fetches the list of customers in the specified organization.
  • List Estimates
    Fetches the list of estimates in the specified organization.
  • List Expenses
    Fetches the list of expenses in the specified organization.
  • List Invoices
    Fetches the list of invoices in the specified organization.
  • List Items
    Fetches the list of items in the specified organization.
  • List Organizations
    Fetches the list of organizations associated with the Zoho Books account.
  • List Sales Orders
    Fetches the list of sales orders in the specified organization.
  • List vendors
    Fetches the list of vendors in the specified organization.
  • Update Customer
    Updates the customer in Zoho Books..
  • Update Estimate
    Updates the estimate in Zoho Books..
  • Update Expense
    Updates the expense in Zoho Books..
  • Update Invoice
    Updates the invoice in Zoho Books..
  • Update Item
    Updates the item in Zoho Books.
  • Update Salesorder
    Updates the salesorder in Zoho Books..
  • Update Vendor
    Updates the vendor in Zoho Books..

    • Any other action you can think up

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