Connect Rocketlane and Float to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
Project Updated
Task Updated
Choose an Action
Automatically do this!
Create Client
List All Clients
List All Department
List All Milestones
List All Person
List all Phases
List All Project Task
List All Project
Create Logged Time
Create Department
Create Milestone
Create Person
Create Phase
Create Project Task
Create Time Off
Create Allocation
Update Phase
Update Milestone
Update Person
Find Person
Update Project Task
Update Allocation
Update Logged Time
Find Project
Find Allocation
Create Project
Update Project
Update Client
Update Department
Ready to use Rocketlane and Float automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Created
Triggers when a new project is created.
Project Updated
Triggers when a project is updated.
Task Updated
Triggers when a task is updated.
New Milestone
Triggers when a new milestone is created.
New Person
Triggers when a new milestone is person.
New Phase
Triggers when a new phase is created.
Do thisActions
Action is the task that follows automatically within your Rocketlane integrations.
Create Project
Creates a project.
Archive Project
Archives a project.
Create Task
Creates a task.
Delete Project
Deletes a project.
Import Template to Project
Imports one templates to a project.
Update Project
Updates a project.
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Frequently Asked Questions
To start, connect both your Rocketlane and Float accounts to viaSocket. Once connected, you can set up a workflow where an event in Rocketlane triggers actions in Float (or vice versa).
Absolutely. You can customize how Rocketlane data is recorded in Float. This includes choosing which data fields go into which fields of Float, setting up custom formats, and filtering out unwanted information.
The data sync between Rocketlane and Float 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 Float. 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 Float
Float is the fast and friendly resource scheduling app. Keep track of who's working on what and when.
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