IntegrationsRocketlaneEasybill
Rocketlane + Easybill

Connect Rocketlane and Easybill to Build Intelligent Automations

Choose a Trigger

Rocketlane

When this happens...

Choose an Action

Easybill

Automatically do this!

Use the Built-in Integrations

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 Document Created

New Document Created

Triggered when a new Document is created in Easybill.

Project Updated

Project Updated

Triggered when an project is updated in Easybill.

New Project Created

New Project Created

Triggered when a new Project is created in Easybill.

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 Easybill?

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

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

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

How often does the data sync between Rocketlane and Easybill?

The data sync between Rocketlane and Easybill 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 Easybill?

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 Easybill?

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

About Easybill

Easybill is a comprehensive invoicing and billing platform designed to simplify the process of creating, managing, and sending invoices. It offers features such as automated invoice generation, expense tracking, and financial reporting, making it an ideal solution for businesses looking to streamline their billing operations.

Learn More