Connect Rocketlane and ClickUp to Build Intelligent Automations

Choose a Trigger

Rocketlane

When this happens...

Choose an Action

ClickUp

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

New Folder

New Folder

Triggers when a new folder is created.

New List

New List

Triggers when a new list is created.

New Task

New Task

Triggers when a new task is created.

Do thisActions

Action is the task that follows automatically within your Rocketlane integrations.

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 ClickUp?

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

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

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

How often does the data sync between Rocketlane and ClickUp?

The data sync between Rocketlane and ClickUp 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 ClickUp?

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 ClickUp?

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

About ClickUp

Plan, track, and manage any type of work with project management that flexes to your team's needs.

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