
When this happens...
New Project Created
Project Updated
Task Updated

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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when project is created
Triggers when a project is updated.
Triggers when a task is updated.
Action is the task that follows automatically within your Rocketlane integrations.
Creates a project.
Archives a project.
Creates a task.
Deletes a project.
Imports one or more templates into a project.
Updates a project.

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To start, connect both your Rocketlane and Formitize accounts to viaSocket. Once connected, you can set up a workflow where an event in Rocketlane triggers actions in Formitize (or vice versa).
Absolutely. You can customize how Rocketlane data is recorded in Formitize. This includes choosing which data fields go into which fields of Formitize, setting up custom formats, and filtering out unwanted information.
The data sync between Rocketlane and Formitize 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 Formitize. 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 is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.
Learn MoreFormitize is a comprehensive platform designed to streamline business processes through digital forms and mobile solutions. It offers tools for creating, managing, and analyzing forms to enhance productivity and efficiency across various industries.
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