
When this happens...
New Customer Update
New Customer
Updated Order
Reserved Order
Completed Payment
Finalize Invoice

Automatically do this!
Create Project
Archive Project
Create Task
Delete Project
Import Template to Project
Update Project
Update Task
Search Project
Search Task
Search User
Post Task Message
Get all Task
Get all task by Id
Get all fields
Get all Projects
Get all time-offs
Get all users
Get time entry categories
Get time entry
Delete Task
Get field by Id
Get phase
Get User by Id
Get all space documents
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new customer is update.
Triggers when a new customer is added.
Triggers when an order is updated.
Triggers when an order is reserved.
Triggers when a payment is completed.
Triggers when an invoice is finalized.
Action is the task that follows automatically within your Booqable integrations.
Retrieves the details of all customers
Retrieves the details of all users
Retrieves the details of all products
Retrieves the details of all provinces
Retrieves the details of all payments
Retrieves the details of all orders

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Booqable and Rocketlane accounts to viaSocket. Once connected, you can set up a workflow where an event in Booqable triggers actions in Rocketlane (or vice versa).
Absolutely. You can customize how Booqable data is recorded in Rocketlane. This includes choosing which data fields go into which fields of Rocketlane, setting up custom formats, and filtering out unwanted information.
The data sync between Booqable and Rocketlane typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Booqable and Rocketlane. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Booqable is cloud-based rental software to manage your business and accept online bookings.
Learn MoreRocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.
Learn More