Integrations Rocketlane EyeLevel AI
Rocketlane + EyeLevel AI

Connect Rocketlane and EyeLevel AI to Build Intelligent Automations

Choose a Trigger

Rocketlane

When this happens...

Choose an Action

EyeLevel AI

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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.

Update Documet

Update Documet

Trigger when an existing Ingest document is updated.

New Ingest Document

New Ingest Document

Trigger when new Ingest document is created.

New Group

New Group

Trigger when new Group is created.

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 EyeLevel AI?

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

Can we customize how data from Rocketlane is recorded in EyeLevel AI?

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

How often does the data sync between Rocketlane and EyeLevel AI?

The data sync between Rocketlane and EyeLevel AI 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 EyeLevel AI?

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 EyeLevel AI?

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

About EyeLevel AI

EyeLevel allows you to launch automated chats anywhere you advertise, including from your website, QR codes, paid social, paid search, email marketing, and more. Live chat with your customers using SMS text, Slack, or Microsoft Teams.

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