Connect Rocketlane and Docparser to Build Intelligent Automations

Choose a Trigger

Rocketlane

When this happens...

Choose an Action

Docparser

Automatically do this!

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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.

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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 Docparser?

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

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

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

How often does the data sync between Rocketlane and Docparser?

The data sync between Rocketlane and Docparser 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 Docparser?

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 Docparser?

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

About Docparser

Docparser is a cloud-based document data extraction tool which automates the process of converting PDFs, Microsoft Office documents, and other formatted files into structured data. Docparser can be used to automate various business processes by capturing data fields from your documents and feeding the parsed data into other software applications.

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