Connect Google Docs and Rocketlane to Build Intelligent Automations
Choose a Trigger
When this happens...
New Document
Choose an Action
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
Ready to use Google Docs and Rocketlane automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Document
Lists Google Docs created within the specified recent time window (default 15 minutes).
New Project Created
Triggers when a new project is created.
Project Updated
Triggers when a project is updated.
Task Updated
Triggers when a task is updated.
Do thisActions
Action is the task that follows automatically within your Google Docs integrations.
Create Document From Text
Create a new Google Doc with the given title and content, optionally saving it to a specified Google Drive folder. Returns the document ID, edit URL, and export links.
Add or replace text in Google Doc
Add new text to a selected Google Doc tab, or replace that tab’s existing content.
Create Document From Template
Create a Google Doc from a chosen template, replace template tags with provided values, optionally save it to a folder, and optionally share it with a user or anyone with the link.
Get Content of a Document
Retrieve the document's title and plain-text content from Google Docs using its document ID.
Create Project
Creates a project.
Archive Project
Archives a project.
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Step by step guides to integrate Google Docs and Rocketlane
Frequently Asked Questions
To start, connect both your Google Docs and Rocketlane accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Docs triggers actions in Rocketlane (or vice versa).
Absolutely. You can customize how Google Docs 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 Google Docs 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 Google Docs 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 Google Docs
Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!
Learn MoreAbout Rocketlane
Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.
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