Connect Rocketlane and Microsoft Excel to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
Project Updated
Task Updated
Choose an Action
Automatically do this!
Find Row
Create Spreadsheet
Add Row to Table
Update Row
Ready to use Rocketlane and Microsoft Excel 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.
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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Step by step guides to integrate Rocketlane and Microsoft Excel
Frequently Asked Questions
To start, connect both your Rocketlane and Microsoft Excel accounts to viaSocket. Once connected, you can set up a workflow where an event in Rocketlane triggers actions in Microsoft Excel (or vice versa).
Absolutely. You can customize how Rocketlane data is recorded in Microsoft Excel. This includes choosing which data fields go into which fields of Microsoft Excel, setting up custom formats, and filtering out unwanted information.
The data sync between Rocketlane and Microsoft Excel 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 Microsoft Excel. 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 Microsoft Excel
Microsoft Excel is a spreadsheet program included as part of the Microsoft Office suite of applications. It allows users to organize, format, and calculate data with formulas using a spreadsheet system broken up by rows and columns
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