
When this happens...
New Customer
New Dispatch
New Invoice
New Order
New Payment
New Product
Updated Customer
Updated Inventory Level
Updated Order
Delete Customer
Deleted Invoice
Updated Product
Deleted Product
Deleted Order

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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 created.
Triggers when a new dispatch is created.
Triggers when a new invoice is created.
Triggers when a new order is created.
Triggers when a new payment is created.
Triggers when a new product is created.
Action is the task that follows automatically within your Orderspace integrations.
Creating a new customer
Create a dispatch.
Create a new order.
Create a new price list.
Update the on-hand inventory levels.
Creates a project.

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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 Orderspace and Rocketlane accounts to viaSocket. Once connected, you can set up a workflow where an event in Orderspace triggers actions in Rocketlane (or vice versa).
Absolutely. You can customize how Orderspace 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 Orderspace 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 Orderspace 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.
Orderspace makes it simple for businesses to manage and accept wholesale orders online, offering an easy and efficient ordering experience.
Learn MoreRocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.
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