Connect Rocketlane and Template To to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
Project Updated
Task Updated
Choose an Action
Automatically do this!
Create PDF from Template
Get Upcoming Invoices
Create PDF From HTML
Create Text From Template
Create Text From HTML
Ready to use Rocketlane and Template To automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Created
Runs when project is created
Project Updated
Triggers when a project is updated.
Task Updated
Triggers when a task is updated.
New Template Created
Runs when a new template is created in TemplateTo.
Do thisActions
Action is the task that follows automatically within your Rocketlane integrations.
Create Project
Creates a project.
Archive Project
Archives a project.
Create Task
Creates a task.
Delete Project
Deletes a project.
Import Templates To Project
Imports one or more templates into a project.
Update Project
Updates a project.
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Frequently Asked Questions
To start, connect both your Rocketlane and Template To accounts to viaSocket. Once connected, you can set up a workflow where an event in Rocketlane triggers actions in Template To (or vice versa).
Absolutely. You can customize how Rocketlane data is recorded in Template To. This includes choosing which data fields go into which fields of Template To, setting up custom formats, and filtering out unwanted information.
The data sync between Rocketlane and Template To 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 Template To. 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 Template To
TemplateTo allows you to easily create Liquid-based templates for your documents. Utilise our drag-and-drop editor or provide your HTML.
Learn More
