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

Automatically do this!
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.
Runs when new client is created
Runs when client is updated
Runs when Client Is Deleted
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 Jobber accounts to viaSocket. Once connected, you can set up a workflow where an event in Rocketlane triggers actions in Jobber (or vice versa).
Absolutely. You can customize how Rocketlane data is recorded in Jobber. This includes choosing which data fields go into which fields of Jobber, setting up custom formats, and filtering out unwanted information.
The data sync between Rocketlane and Jobber 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 Jobber. 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 MoreJobber is the command centre for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.
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