Salesflare Salesflare Integrations

Rocketlane and Salesflare

Project Management rocketlane.com ↗

How to connect Rocketlane

What you can automate

  • When account Created in Rocketlane, find or create account in Salesflare.
  • When account Updated in Rocketlane, find or create account in Salesflare.
  • When form Submitted in Rocketlane, find or create contact in Salesflare.
  • When task Message Created in Rocketlane, create task in Salesflare.
  • When task Created in Rocketlane, create task in Salesflare.
  • When task Updated in Rocketlane, create task in Salesflare.

About Rocketlane

Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.

Rocketlane operations on Zapier

Triggers (13)

Start a workflow when this happens

  • Account Created — Triggers when a new account is created.
  • Account Updated — Triggers when a account is updated.
  • Budget Created — Triggers when a new project financials budget is created.
  • Budget Updated — Triggers when a project financials budget is updated.
  • CSAT Submitted — Triggers when a CSAT response is submitted.
Show 8 more triggers
  • Form Submitted — Triggers when a form response is submitted.
  • Project Created — Triggers when a new project is created.
  • Project Message Created — Triggers when a new message is added in a project.
  • Project Update Message Created — Triggers when a new message is added in a project update.
  • Project Updated — Triggers when a project is updated.
  • Task Created — Triggers when a new task is created.
  • Task Message Created — Triggers when a new message is added in a task.
  • Task Updated — Triggers when a new task is updated.

Actions (11)

Things Salesflare can make it do

  • Archive Project — Archives a project.
  • Create Account — Creates an account.
  • Create Budget — Creates a financial budget for a project.
  • Create Project — Creates a project.
  • Create Task — Creates a Task.
Show 6 more actions
  • Delete Project — Deletes a project.
  • Import Template to Project — Imports one or more templates to a project
  • Post Task Message — Creates a new Task message.
  • Update Account — Updates an account.
  • Update Project — Updates a project.
  • Update Task — Updates a Task.

Searches (7)

Look up existing records

  • Search Account — Search Account
  • Search Budget — Search for a financial budget by Budget Id or Project Id.
  • Search Project — Search Project By Id.
  • Search Project (V2) — Search Project
  • Search Task — Search Task By Id.
Show 2 more searches
  • Search Task (V2) — Search Task
  • User — Search User By Email Id.

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