
When this happens...
New Project Created
Project Updated
Task Updated

Automatically do this!
Find a contact
Update Details of a Survey
Update a Contact
Create a Segment
Delete a survey
Delete an Email
Delete a list
Get Web Page Ads Detail
Update status of the survey
Uploading videos
Use Survey Template
Update/Edit Profile
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when project is created
Triggers when a project is updated.
Triggers when a task is updated.
Action is the task that follows automatically within your Rocketlane integrations.
Creates a project.
Archives a project.
Creates a task.
Deletes a project.
Imports one or more templates into a project.
Updates a project.

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To start, connect both your Rocketlane and Benchmark Email accounts to viaSocket. Once connected, you can set up a workflow where an event in Rocketlane triggers actions in Benchmark Email (or vice versa).
Absolutely. You can customize how Rocketlane data is recorded in Benchmark Email. This includes choosing which data fields go into which fields of Benchmark Email, setting up custom formats, and filtering out unwanted information.
The data sync between Rocketlane and Benchmark Email 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 Benchmark Email. 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 is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.
Learn MoreBenchmark Email is a cloud-based email marketing platform that helps businesses create, send, and manage email campaigns. It offers tools for building emails, automating campaigns, and analyzing their effectiveness.
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