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

Automatically do this!
Update contact
Delete Contact
Create Group
Rename Group
Delete Group
Get groups
Change User Role
Create Contact
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new project is created.
Triggers when a project is updated.
Triggers when a task is updated.
Triggers when an email has been delivered.
Triggers when an email has been processed.
Triggers when a document has been opened.
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 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 Signaturit accounts to viaSocket. Once connected, you can set up a workflow where an event in Rocketlane triggers actions in Signaturit (or vice versa).
Absolutely. You can customize how Rocketlane data is recorded in Signaturit. This includes choosing which data fields go into which fields of Signaturit, setting up custom formats, and filtering out unwanted information.
The data sync between Rocketlane and Signaturit 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 Signaturit. 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 MoreSignaturit is a leading platform for electronic signature solutions, enabling businesses to securely sign documents online. It provides a seamless way to manage and authenticate digital signatures, ensuring legal compliance.
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