Connect Rocketlane and quotecloud 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 quotecloud
Enable Integrations or automations with these events of Rocketlane and quotecloud
Enable Integrations or automations with these events of Rocketlane and quotecloud
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.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Know More About Rocketlane and Quotecloud Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently Asked Questions
To start, connect both your Rocketlane and quotecloud accounts to viaSocket. Once connected, you can set up a workflow where an event in Rocketlane triggers actions in quotecloud (or vice versa).
Absolutely. You can customize how Rocketlane data is recorded in quotecloud. This includes choosing which data fields go into which fields of quotecloud, setting up custom formats, and filtering out unwanted information.
The data sync between Rocketlane and quotecloud 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 quotecloud. 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 quotecloud
QuoteCloud is a proposal building platform that guarantees your sales team are communicating in a: consistent, compliant, accurate and efficient way, ensuring respectively that marketing, legal, product and sales departments are happy !
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2025 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.