How to get started with the Rocketlane Zapier integration?

Created by Niharika Pandey, Modified on Wed, 05 Jul 2023 at 03:25 PM by Niharika Pandey

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The Rocketlane Zapier integration allows you to use Zapier to connect Rocketlane with other applications across the web.

Zapier automates the flow of information from one web app to the Rocketlane and vice versa. You can link your account with the pre-built zaps, or setup your own zap to create a new workflow and automate the link between two apps. 

What is a Zap?
A basic zap in Zapier will have a trigger from a specific web app and an action in another web app.  

Example: You can set up a zap to create Rocketlane projects from new Salesforce records. This allows Zapier to automate the flow of information from Salesforce to Rocketlane and vice-versa.

Getting started with the Rocketlane Zapier Integration

  1. Go to Settings.

  2. Go to Integrations.

  3. Select Zapier.

  4. Copy and use the API Token provided here to connect to Zapier

    This is a unique identifier used to authenticate you to Zapier. Keep your token private to avoid sharing sensitive information.

Popular Rocketlane Zaps

Supported Triggers

  • Form Submitted 
    Triggers when a Form response is submitted

  • Project Created 
    Triggers when a new Project is created

  • Task Message Created
    Triggers when a new message is added in task

  • Task Updated
    Triggers when a new task is updated

  • Project Message Created
    Triggers when a new message is added in a project

  • Project Updated
    Triggers when a project is updated

  • Task Created
    Triggers when a new task is created

Supported Actions

  • Archive Project
    Archives a project

  • Delete a Project
    Deletes a project

  • Import a template to a Project
    Imports one or more templates to a project

  • Create Project
    Creates a project

  • Create Task
    Creates a task

  • Post Task Message
    Creates a new Task Message

  • Update Project
    Update a Project

  • Update Task
    Updates a task

  • Search Project
    Search project by id

  • Search Project (V2)
    Search Project

  • Search Task
    Search task by Id

  • Search Task (V2)
    Search task

  • User
    Search user by email id

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