Do everything in one place
Customize your Rocketlane and ServiceM8 integration with the following
triggers and actions.
Triggers
When this happens…
Rocketlane
- Csat Submitted Real-timeCsat Submitted in Rocketlane
- Form Submitted Real-timeForm Submitted in Rocketlane
- New Project Message Real-timeNew Project Message in Rocketlane
- New Project Real-timeNew Project in Rocketlane
- Updated Project Real-timeUpdated Project 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
ServiceM8
- Contact createdContact created in ServiceM8
- Job activity createdJob activity created in ServiceM8
- Material createdMaterial created in ServiceM8
- Staff createdStaff created in ServiceM8
- Job quotedJob quoted in ServiceM8
- Client updatedClient updated in ServiceM8
- Job updatedJob updated in ServiceM8
Any other trigger you can think up
Actions
Do this…
Rocketlane
- Archive ProjectArchive Project in Rocketlane
- Create ProjectCreate Project 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
- Search ProjectSearch Project in Rocketlane
- Search TaskSearch Task in Rocketlane
- Update ProjectUpdate Project in Rocketlane
- Update TaskUpdate Task in Rocketlane
Any other action you can think up
ServiceM8
- Add jobAdd job in ServiceM8
- Add job materialAdd job material to a job in ServiceM8
- Create materialCreate material in ServiceM8
- Add staffAdd new staff in ServiceM8
- Create clientCreate client in ServiceM8
- Create contactCreate contact in ServiceM8
- Get client details by UUIDGet client details in ServiceM8
- Get job by UUIDGet job in ServiceM8
- Get job materials by job/UUID BatchGet job materials in ServiceM8
- Get staff by UUIDGet staff in ServiceM8
- Search clientSearch client in ServiceM8
- Search contact BatchSearch contact in ServiceM8
- Search job activities BatchSearch job activities in ServiceM8
- Search materialsSearch materials in ServiceM8
- Search staff BatchSearch staff in ServiceM8
- Update clientUpdate client in ServiceM8
- Update contactUpdate contact in ServiceM8
- Update jobUpdate job in ServiceM8
- Update materialUpdate material in ServiceM8
Any other action you can think up
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