Connect touchSMS and Rocketlane to Build Intelligent Automations
Choose a Trigger
When this happens...
New SMS Received
Choose an Action
Automatically do this!
Create Project
Archive Project
Create Task
Delete Project
Import Templates To Project
Update Project
Update Task
Create Task Message
Delete Task
Ready to use touchSMS and Rocketlane automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New SMS Received
Triggers when your touchSMS account receives a new SMS and provides the message details (sender, text, time).
New Project Created
Runs when project is created
Project Updated
Triggers when a project is updated.
Task Updated
Triggers when a task is updated.
Do thisActions
Action is the task that follows automatically within your touchSMS integrations.
Create Contact
Add a new contact in touchSMS using a mobile number and optional details (first name, surname, email, group). Can update the contact if the number already exists.
Send SMS
Send a text message to the specified phone number using your approved sender ID.
Send Verification SMS
Send an SMS verification code to a recipient using the touchSMS verification template.
Add Opt-Out Number
Adds a mobile number to the touchSMS opt-out list to stop SMS delivery.
Create Project
Creates a project.
Archive Project
Archives a project.
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Frequently Asked Questions
To start, connect both your touchSMS and Rocketlane accounts to viaSocket. Once connected, you can set up a workflow where an event in touchSMS triggers actions in Rocketlane (or vice versa).
Absolutely. You can customize how touchSMS 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 touchSMS 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 touchSMS 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.
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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