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

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Send Message
Create Channel
Delete Channel
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new project is created.
Triggers when a project is updated.
Triggers when a task is updated.
Triggered when a new bot is created.
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 templates to a project.
Updates a project.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Rocketlane and Chatlayer accounts to viaSocket. Once connected, you can set up a workflow where an event in Rocketlane triggers actions in Chatlayer (or vice versa).
Absolutely. You can customize how Rocketlane data is recorded in Chatlayer. This includes choosing which data fields go into which fields of Chatlayer, setting up custom formats, and filtering out unwanted information.
The data sync between Rocketlane and Chatlayer 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 Chatlayer. 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 MoreChatlayer is a powerful AI-driven platform designed to create, manage, and optimize chatbots for various communication needs. It enables businesses to automate customer interactions, enhance user engagement, and improve customer support through intelligent conversational agents.
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