Rocketlane and Zoho PDF Editor integration | Workato

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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

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 PDF Editor

Check PDF Job Status
Retrieves the current status of an asynchronous Zoho PDF Editor job. Returns the status ("inprogress", "success", or "failed") and, on success, a download URL for the result file.
Delete Pages from PDF
Permanently removes the specified pages from a PDF. Supports individual pages and ranges.
Extract Pages from PDF
Extracts selected pages from a PDF and returns them as a single PDF or individual files in PDF, JPEG, or PNG format.
Insert Image Watermark into PDF
Adds an image watermark (PNG/JPEG) to all pages of a PDF with configurable opacity, width, and height.
Insert Images in PDF
Inserts up to 10 images (PNG/JPEG) into a PDF document at specified positions and page ranges. Returns a download URL for the modified PDF.
Insert Page Numbers into PDF
Inserts page numbers (and optionally dates or custom text) into the header or footer of a PDF. Supports font customization and multiple numbering styles.
Insert Pages from Another PDF
Inserts all pages from a source PDF into an original PDF before or after a specified page number. Returns a download URL for the combined PDF.
Insert Text Watermark into PDF
Overlays a text watermark (e.g., "Confidential", "Draft") onto all pages of a PDF. Supports font color, family, size, and rotation direction.
Protect PDF with Password
Applies password protection and/or permission restrictions to a PDF. Supports AES128, AES256, and RC4128 encryption. Can also update an already protected PDF by providing its current password.
Replace Pages in PDF
Replaces a specified page range in the original PDF with pages from a replacement PDF. Page count in both ranges must match.
Rotate Pages in PDF
Rotates selected pages (or all pages) in a PDF clockwise or counter-clockwise by 90, 180, 270, or 360 degrees.
Split PDF
Splits a PDF into equal-sized chunks. For example, splitting a 10-page PDF with split_by=2 produces 5 separate 2-page PDF documents.

Any other action you can think up

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