Connect Rocketlane and Basix to Build Intelligent Automations

Choose a Trigger

Rocketlane

When this happens...

Choose an Action

Basix

Automatically do this!

Enable Integrations or automations with these events of Rocketlane and Basix

Enable Integrations or automations with these events of Rocketlane and Basix

Triggers

New Project Created

New Project Created

Triggers when a new project is created.

Project Updated

Project Updated

Triggers when a project is updated.

Task Updated

Task Updated

Triggers when a task is updated.

Request a new Trigger for Rocketlane

Actions

Create Project

Create Project

Creates a project.

Archive Project

Archive Project

Archives a project.

Create Task

Create Task

Creates a task.

Delete Project

Delete Project

Deletes a project.

Import Template to Project

Import Template to Project

Imports one templates to a project.

Update Project

Update Project

Updates a project.

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Frequently Asked Questions

How do I start an integration between Rocketlane and Basix?

To start, connect both your Rocketlane and Basix accounts to viaSocket. Once connected, you can set up a workflow where an event in Rocketlane triggers actions in Basix (or vice versa).

Can we customize how data from Rocketlane is recorded in Basix?

Absolutely. You can customize how Rocketlane data is recorded in Basix. This includes choosing which data fields go into which fields of Basix, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Rocketlane and Basix?

The data sync between Rocketlane and Basix typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Rocketlane to Basix?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Rocketlane and Basix?

Yes, you can set conditional logic to control the flow of data between Rocketlane and Basix. 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.

Rocketlane

About 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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Basix

About Basix

Basix.ai is a sales execution tool that uses AI to power high performing sales processes.

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