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

Automatically do this!
Find Customers
Update Customer
Pause Subscription
Resume Subscription
Create Subscription
Set Next Billing Date
Create Customer
Record Offline Payment
Find Subscriptions
Update Subscription
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.
Runs when a new subscription is created.
Runs when a new customer is created.
Runs when a new invoice is generated in Chargebee.
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 Chargebee accounts to viaSocket. Once connected, you can set up a workflow where an event in Rocketlane triggers actions in Chargebee (or vice versa).
Absolutely. You can customize how Rocketlane data is recorded in Chargebee. This includes choosing which data fields go into which fields of Chargebee, setting up custom formats, and filtering out unwanted information.
The data sync between Rocketlane and Chargebee 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 Chargebee. 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 MoreChargebee is a subscription management and billing platform designed for businesses of all sizes. It automates billing processes, manages subscriptions, and provides comprehensive analytics to help businesses optimize their revenue models.
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