Connect Rocketlane and pdf-factory to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
Project Updated
Task Updated
Choose an Action
Automatically do this!
- Request a new Action for pdf-factory
Enable Integrations or automations with these events of Rocketlane and pdf-factory
Enable Integrations or automations with these events of Rocketlane and pdf-factory
Triggers
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.
Actions
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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- text is aiReplytoCommentSend a Private ReplyAdd Step
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
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Frequently Asked Questions
To start, connect both your Rocketlane and pdf-factory accounts to viaSocket. Once connected, you can set up a workflow where an event in Rocketlane triggers actions in pdf-factory (or vice versa).
Absolutely. You can customize how Rocketlane data is recorded in pdf-factory. This includes choosing which data fields go into which fields of pdf-factory, setting up custom formats, and filtering out unwanted information.
The data sync between Rocketlane and pdf-factory 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 pdf-factory. 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 pdf-factory
PDF Factory is a Dynamic PDF automation API. You create templates using our intuitive visual designer. Then use our API to inject dynamic data et render PDFs
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