Connect Rocketlane and elements financial advisor to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
Project Updated
Task Updated
Choose an Action
Automatically do this!
- Request a new Action for elements financial advisor
Enable Integrations or automations with these events of Rocketlane and elements financial advisor
Enable Integrations or automations with these events of Rocketlane and elements financial advisor
Triggers
New Project Created
Runs when project is created
Project Updated
Triggers when a project is updated.
Task Updated
Triggers when a task is updated.
Actions
Create Project
Creates a project.
Archive Project
Archives a project.
Create Task
Creates a task.
Delete Project
Deletes a project.
Import Templates To Project
Imports one or more templates into a project.
Update Project
Updates a project.
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Frequently Asked Questions
To start, connect both your Rocketlane and elements financial advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Rocketlane triggers actions in elements financial advisor (or vice versa).
Absolutely. You can customize how Rocketlane data is recorded in elements financial advisor. This includes choosing which data fields go into which fields of elements financial advisor, setting up custom formats, and filtering out unwanted information.
The data sync between Rocketlane and elements financial advisor typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Rocketlane and elements financial advisor. 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.
About Rocketlane
Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.
Learn MoreAbout elements financial advisor
Elements is designed to help financial advisors quickly demonstrate their value, so they can get new clients.
Learn More
