Connect CallHub and Rocketlane to Build Intelligent Automations
Choose a Trigger
When this happens...
Agent Activates Account
New Note Added
New Text Message Received
Transfer Digit Pressed
Choose an Action
Automatically do this!
Create Project
Archive Project
Create Task
Delete Project
Import Templates To Project
Update Project
Update Task
Create Task Message
Delete Task
Ready to use CallHub and Rocketlane automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Agent Activates Account
Runs when Agent Activates Account.
New Note Added
Triggers when a new note is added by an agent for any call center campaign in your CallHub account.
New Text Message Received
Triggers when you receive a text message for any SMS campaign in your CallHub account.
Transfer Digit Pressed
Triggers when the transfer digit is pressed in a voice broadcast campaign
New Project Created
Runs when project is created
Project Updated
Triggers when a project is updated.
Do thisActions
Action is the task that follows automatically within your CallHub integrations.
Create Contact
Add a new contact to CallHub.
Invite an agent
Create a new agent account and send them an invitation email.
Update a contact
Update a contact in CallHub using their phone number or contact ID.
Create Project
Creates a project.
Archive Project
Archives a project.
Create Task
Creates a task.
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Frequently Asked Questions
To start, connect both your CallHub and Rocketlane accounts to viaSocket. Once connected, you can set up a workflow where an event in CallHub triggers actions in Rocketlane (or vice versa).
Absolutely. You can customize how CallHub 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 CallHub 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 CallHub 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.
About CallHub
CallHub is a comprehensive communication platform designed to streamline and enhance your outreach efforts. It offers a suite of tools for voice and SMS broadcasting, call center management, and peer-to-peer texting, making it ideal for businesses, political campaigns, and non-profits looking to engage with their audience effectively.
Learn MoreAbout Rocketlane
Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.
Learn More
