Connect Hedy AI and Rocketlane to Build Intelligent Automations
Choose a Trigger
When this happens...
New Highlight Created
Session Ends
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 Hedy AI and Rocketlane automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Highlight Created
runs when New Highlight Created
Session Ends
runs when Session Ends
New Project Created
Runs when 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 Hedy AI integrations.
Get Session Details
Get a session's details, including transcript, conversation and meeting minutes
Get Highlight Details
Get a highlight's original quote, cleaned quote, and AI insights.
Create Project
Creates a project.
Archive Project
Archives a project.
Create Task
Creates a task.
Delete Project
Deletes a project.
Know More About Hedyai and Rocketlane Integrations
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Frequently Asked Questions
To start, connect both your Hedy AI and Rocketlane accounts to viaSocket. Once connected, you can set up a workflow where an event in Hedy AI triggers actions in Rocketlane (or vice versa).
Absolutely. You can customize how Hedy AI 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 Hedy AI 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 Hedy AI 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 Hedy AI
Hedy AI is a cutting-edge platform that leverages artificial intelligence to enhance productivity and streamline workflows. It offers innovative solutions for automating tasks, improving decision-making, and optimizing business processes.
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
