Connect ResourceGuru and Rocketlane to Build Intelligent Automations
Choose a Trigger
When this happens...
New or Updated Booking
New or Updated Client
New or Updated Time Off Event
New or Updated Project
New or Updated Resource
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 ResourceGuru and Rocketlane automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New or Updated Booking
Triggers whenever there is a change to a booking, including its creation, update, or deletion.
New or Updated Client
Triggers whenever there is a change to a Client, including its creation, update, or deletion.
New or Updated Time Off Event
Triggers whenever there is a change to a Time Off Event, including its creation, update, or deletion.
New or Updated Project
Triggers whenever there is a change to a Project, including its creation, update, or deletion.
New or Updated Resource
Triggers whenever there is a change to a Resource, including its creation, update, or deletion.
New Project Created
Runs when project is created
Do thisActions
Action is the task that follows automatically within your ResourceGuru integrations.
Create Booking
Creates a new booking.
Update Client
Updates an existing client.
Update Booking
Updates an existing booking.
Create Project
Creates a new project.
Update Project
Updates an existing project.
Create Client
Creates a new client.
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Frequently Asked Questions
To start, connect both your ResourceGuru and Rocketlane accounts to viaSocket. Once connected, you can set up a workflow where an event in ResourceGuru triggers actions in Rocketlane (or vice versa).
Absolutely. You can customize how ResourceGuru 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 ResourceGuru 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 ResourceGuru 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 ResourceGuru
ResourceGuru is a resource scheduling and management tool designed to help teams and organizations efficiently allocate and manage their resources. It offers features such as calendar views, resource booking, and utilization tracking to ensure optimal productivity.
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
