
When this happens...

Automatically do this!
Create Project
Archive Project
Create Task
Delete Project
Import Template to Project
Update Project
Update Task
Search Project
Search Task
Search User
Post Task Message
Get all Task
Get all task by Id
Get all fields
Get all Projects
Get all time-offs
Get all users
Get time entry categories
Get time entry
Delete Task
Get field by Id
Get phase
Get User by Id
Get all space documents
Explore more automations built by businesses and experts
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.
Action is the task that follows automatically within your shift4shop integrations.
Creates a new customer object.
Update an existing Customer.
Deletes an existing customer object.
Creates a new card object.
Retrieves an existing card object.
Deletes an existing card object.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 shift4shop and Rocketlane accounts to viaSocket. Once connected, you can set up a workflow where an event in shift4shop triggers actions in Rocketlane (or vice versa).
Absolutely. You can customize how shift4shop data is recorded in Rocketlane. This includes choosing which data fields go into which fields of Rocketlane, setting up custom formats, and filtering out unwanted information.
The data sync between shift4shop and Rocketlane 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 shift4shop and Rocketlane. 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.
Shift4Shop is an all-in-one eCommerce platform for online retailers of any size. It includes a full range of website building and business management features.
Learn MoreRocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.
Learn More