Connect Rocketlane and Contacts+ to Build Intelligent Automations

Choose a Trigger

Rocketlane

When this happens...

Choose an Action

Contacts+

Automatically do this!

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 Contact

New Contact

Triggers when a new contact is added to your Contacts+ account.

Contact Deleted

Contact Deleted

Triggers when a contact is deleted from your Contacts+ account.

Contact Updated

Contact Updated

Triggers when a contact is updated from your Contacts+ account.

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 Contacts+?

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

Can we customize how data from Rocketlane is recorded in Contacts+?

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

How often does the data sync between Rocketlane and Contacts+?

The data sync between Rocketlane and Contacts+ 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 Contacts+?

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 Contacts+?

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

About Contacts+

Contacts+ is a comprehensive contact management platform designed to help you organize, update, and maintain your contact information seamlessly. With features like contact syncing, business card scanning, and detailed contact insights, Contacts+ ensures you stay connected and organized.

Learn More