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

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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 a prospect opens the email.
Triggers when a prospect is marked as INTERESTED.
Triggers when a prospect's interest level is marked as MAYBE LATER.
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 Woodpecker accounts to viaSocket. Once connected, you can set up a workflow where an event in Rocketlane triggers actions in Woodpecker (or vice versa).
Absolutely. You can customize how Rocketlane data is recorded in Woodpecker. This includes choosing which data fields go into which fields of Woodpecker, setting up custom formats, and filtering out unwanted information.
The data sync between Rocketlane and Woodpecker 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 Woodpecker. 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.
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