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

Hey! Here's hoping that this support document was useful. You can write to us at [email protected] in case of any queries.