How to automate project workflows with HTTPS requests

Created by Monica Madan, Modified on Tue, 28 Jul at 6:26 PM by Advaith R

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Certain project events, such as receiving approvals, gathering requirements, delays in deliverables, or process progress, may require follow-up actions. HTTPS requests in Rocketlane automations help you streamline these workflows by sending requests to Rocketlane or third-party systems when an automation runs.

Using HTTPS requests, you can create automated workflows for actions such as creating projects, creating tasks, or sending secure notifications to third-party systems. This helps teams automate key project actions and keep external systems updated in real time.

HTTPS requests can be used in automations triggered by events in projects, phases, tasks, and forms. These automations can be configured globally or within templates.

In this article

What goes into an HTTPS request
Example: create a project from a form response
Build the HTTPS request
Test the HTTPS request

What goes into an HTTPS request

An HTTPS request includes the details Rocketlane needs to send data to another system or endpoint.

Name: A relevant name for the request, such as Create project from form response.
Description: A short description of what the request does.
URL: The address and path of the server resource the request should reach.
Body: The data sent from Rocketlane to the server. This is used to create, update, or pass information to the receiving system.
Header: Key-value pairs that provide context and instructions for the request, such as authentication or accepted content type.
Parameters: Key-value pairs in the URL or request body that help customize the request.

NoteRefer to the API documentation for help with URL and body construction.

Example: create a project from a form response

Let’s take an example where a project needs to be created automatically when a customer submits a form response. You can read more about setting up forms here.

To set up the automation:

Navigate to Templates and select a template.
Click the form that gathers requirements from your customer.
On the right, open the Automations tab.
Click Add automation.
Name the automation.
Select the trigger as Form response received and add conditions if needed.
Select the action as Send HTTPS request.

Build the HTTPS request

In this example, the HTTPS request creates a project when a customer submits a form response.

To build the request:

Name the request, for example Create project.
Add a suitable description.
Select the HTTPS method and construct the URL using the API documentation.
Add the HTTPS payload to the body.

{ "projectName": "{{Project->Company}} onboarding", "customer": { "companyName": "{{Project->Company}}" }, "owner": { "emailId": "monica@rocketlane.com" }, "financials": { "contractType": "NON_BILLABLE" }, "startDate": "{{Task-> Due Date}}", "sources": [ { "startDate": "{{Task-> Due Date}}", "templateId": 191952 } ] }

NoteYou can use SmartFill to add fields such as due date and company. You can also retrieve the template ID of the template you want the project to use from the template URL.