This article explains how to automatically invite a customer champion after a project is created. The workflow uses a project field to capture the customer champion’s email address during project creation, then triggers an automation that calls a Rocketlane API to add that email as a customer member on the project.

When to use

Use this automation when:

• Every project needs a designated customer champion added as a project member.
• The champion’s email address is known at the time of project creation.
• Your team wants to avoid manually inviting the champion after each project is created.

Prerequisites

Before you begin, make sure you have:

• Permission to create project fields.
• Permission to create global automations.
• A Rocketlane API key from Settings > API.

Create a customer champion email field

Start by creating a project field to capture the customer champion’s email address.

1. Navigate to Project Settings > Fields.
2. Create a new Text field.
3. Name the field Customer Champion Email ID.
4. Ensure the field is marked Public.
5. During project creation, enter the customer champion’s email address into Customer Champion Email ID.

This field is used as the source value for the automation.

Create a project-creation automation

Next, create a global automation that runs when a project is created.

1. Navigate to Settings > Automations.
2. Click Create New Automation.
3. Set the automation scope to All projects.
4. Set the trigger to When project is created.
5. Add the action Send HTTPS Request.

Configure the HTTPS request

Build tab

In the URL field, use the following endpoint:

https://api.rocketlane.com/api/1.0/projects/(Project->project_id)/add-members

Replace (Project->project_id) with a Project ID SmartFill so the API call targets the correct project.

• Type {{{ in the URL field to open SmartFill options.
• Select Project > project_id.

Set the request method to POST.

This endpoint adds the provided customer email address as a customer member on the project.

Add the request body

In the Body section, paste the following JSON:

{ "customers": [ { "emailId": "(Project->Customer Champion Email ID)" } ] }

Replace (Project->Customer Champion Email ID) with the project field SmartFill.

• Type {{{ inside the JSON where the emailId value is expected.
• Select Project > Customer Champion Email ID.

This ensures the automation uses the email stored in the project field during project creation.

Add headers

In the Headers section, add the following:

Copy the API key from Settings > API and paste it as the value for Api-key.

Save the automation

Save the automation.

Once saved, every time a new project is created, Rocketlane will:

• Read the email address stored in Customer Champion Email ID.
• Call the add-members API for that project.
• Automatically invite the customer champion to the project.