Connect Rocketlane and Summary: Enhance Your Workflow Today 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 Summary: Enhance Your Workflow Today
Enable Integrations or automations with these events of Rocketlane and Summary: Enhance Your Workflow Today
Enable Integrations or automations with these events of Rocketlane and Summary: Enhance Your Workflow Today
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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Frequently Asked Questions
To start, connect both your Rocketlane and Summary: Enhance Your Workflow Today accounts to viaSocket. Once connected, you can set up a workflow where an event in Rocketlane triggers actions in Summary: Enhance Your Workflow Today (or vice versa).
Absolutely. You can customize how Rocketlane data is recorded in Summary: Enhance Your Workflow Today. This includes choosing which data fields go into which fields of Summary: Enhance Your Workflow Today, setting up custom formats, and filtering out unwanted information.
The data sync between Rocketlane and Summary: Enhance Your Workflow Today 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 Summary: Enhance Your Workflow Today. 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.
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