Connect Rocketlane and Sovos 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 Sovos
Enable Integrations or automations with these events of Rocketlane and Sovos
Enable Integrations or automations with these events of Rocketlane and Sovos
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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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your Rocketlane and Sovos accounts to viaSocket. Once connected, you can set up a workflow where an event in Rocketlane triggers actions in Sovos (or vice versa).
Absolutely. You can customize how Rocketlane data is recorded in Sovos. This includes choosing which data fields go into which fields of Sovos, setting up custom formats, and filtering out unwanted information.
The data sync between Rocketlane and Sovos 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 Sovos. 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 Sovos
Sovos is a leading provider of software solutions that help businesses navigate the complexities of tax compliance and reporting. With a focus on simplifying the tax process, Sovos offers a comprehensive suite of tools designed to ensure compliance with global tax regulations, streamline tax reporting, and reduce the risk of audits. Their solutions cater to a wide range of industries, providing businesses with the confidence to manage their tax obligations efficiently.
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