Connect Rocketlane and cardtapp to Build Intelligent Automations

Choose a Trigger

Rocketlane

When this happens...

Choose an Action

cardtapp

Automatically do this!

Enable Integrations or automations with these events of Rocketlane and cardtapp

Enable Integrations or automations with these events of Rocketlane and cardtapp

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 cardtapp?

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

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

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

How often does the data sync between Rocketlane and cardtapp?

The data sync between Rocketlane and cardtapp 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 cardtapp?

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 cardtapp?

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

About cardtapp

Retain customers, capture more referrals, and sell more with your own digital business card app from Cardtapp.

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