Connect Rocketlane and bdx leads to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
Project Updated
Task Updated
Choose an Action
Automatically do this!
- Request a new Action for bdx leads
Enable Integrations or automations with these events of Rocketlane and bdx leads
Enable Integrations or automations with these events of Rocketlane and bdx leads
Triggers
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.
Actions
Create Project
Creates a project.
Archive Project
Archives a project.
Create Task
Creates a task.
Delete Project
Deletes a project.
Import Template to Project
Imports one templates to a project.
Update Project
Updates a project.
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your Rocketlane and bdx leads accounts to viaSocket. Once connected, you can set up a workflow where an event in Rocketlane triggers actions in bdx leads (or vice versa).
Absolutely. You can customize how Rocketlane data is recorded in bdx leads. This includes choosing which data fields go into which fields of bdx leads, setting up custom formats, and filtering out unwanted information.
The data sync between Rocketlane and bdx leads 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 Rocketlane and bdx leads. 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 Rocketlane
Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.
Learn MoreAbout bdx leads
The BDX Leads app allows BDX listings clients to automatically port their BDX leads into any number of popular CRM systems without any coding. This setup can be completed in as little as 30 minutes.
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