Enable Integrations or automations with these events of Rocketlane and relavate
Triggers when a new project is created.
Triggers when a project is updated.
Triggers when a task is updated.
Creates a project.
Archives a project.
Creates a task.
Deletes a project.
Imports one templates to a project.
Updates a project.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Rocketlane and relavate accounts to viaSocket. Once connected, you can set up a workflow where an event in Rocketlane triggers actions in relavate (or vice versa).
Absolutely. You can customize how Rocketlane data is recorded in relavate. This includes choosing which data fields go into which fields of relavate, setting up custom formats, and filtering out unwanted information.
The data sync between Rocketlane and relavate 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 relavate. 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 MoreRelavate is a Partner Relationship Management (PRM) platform designed to streamline how you manage your resell, referral, affiliate, and implementation partners
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