Connect Rocketlane and helpy pro to Build Intelligent Automations

Choose a Trigger

Rocketlane

When this happens...

Choose an Action

helpy pro

Automatically do this!

Enable Integrations or automations with these events of Rocketlane and helpy pro

Enable Integrations or automations with these events of Rocketlane and helpy pro

Triggers

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.

Request a new Trigger for Rocketlane

Actions

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.

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Rocketlane and helpy pro?

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

Can we customize how data from Rocketlane is recorded in helpy pro?

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

How often does the data sync between Rocketlane and helpy pro?

The data sync between Rocketlane and helpy pro 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 helpy pro?

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 helpy pro?

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

Learn More
helpy pro

About helpy pro

Helpy Pro is the customer support platform engineered for companies that are serious about customer data security and control.

Learn More