Connect Rocketlane and Drip to Build Intelligent Automations

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Rocketlane

When this happens...

Choose an Action

Drip

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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 Subscriber

New Subscriber

Triggers when a new subscriber is added to Drip.

New Subscriber Tag

New Subscriber Tag

Triggers when a new tag is applied to a subscriber.

Remove Subscriber Tag

Remove Subscriber Tag

Triggers when a tag is removed from a subscriber.

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 Drip?

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

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

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

How often does the data sync between Rocketlane and Drip?

The data sync between Rocketlane and Drip 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 Drip?

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 Drip?

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

About Drip

Drip is a powerful email marketing platform designed to help businesses engage and communicate with their customers effectively. It offers tools for automation, personalization, and analytics to enhance marketing strategies.

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