Connect Rocketlane with another app

Rocketlane integration

Connect Rocketlane with 918+ other apps in FlowMattic. Pick a trigger, add Rocketlane steps, map the fields from earlier steps and run the workflow on your own server with no per-task fees.

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30 triggers Integration version 1.0.0 Category: Project Management Unlimited workflows and runs

Pair Rocketlane with another app

See what the two do together: triggers, actions and example workflows.

Popular with Rocketlane

Triggers and actions for Rocketlane

A trigger is the Rocketlane event that starts a workflow. An action is what FlowMattic does in Rocketlane from a step.

Event	What it does	Type
Project Created	Triggers when a project is created.	Trigger
Phase Created	Triggers when a phase is created.	Trigger
Task Created	Triggers when a task is created.	Trigger
Project Updated	Triggers when a project field is updated	Trigger
Phase Start Date Updated	Triggers when the phase start date is updated.	Trigger
Phase Due Date Updated	Triggers when the phase due date is updated.	Trigger
Phase Status Updated	Triggers when the phase status is updated.	Trigger
Phase Name Updated	Triggers when the phase name is updated.	Trigger
Task Status Updated	Triggers when the task status is updated.	Trigger
Task Assignee Updated	Triggers when the task assignee is updated.	Trigger
Task Field Updated	Triggers when the task field is updated.	Trigger
Form Due Date Updated	Triggers when the form due date is updated.	Trigger
Form Status Updated	Triggers when the form status is updated.	Trigger
Form Assignee Updated	Triggers when the form assignee is updated.	Trigger
Form Field Updated	Triggers when the form field is updated.	Trigger
Customer Invited	Triggers when a customer is invited in a project.	Trigger
Project Placeholder Resolved	Triggers when a placeholder is resolved in a project.	Trigger
Project Archived	Triggers when a project is archived.	Trigger
Task Due Date Change	Triggers when the task due date is changed.	Trigger
Task Approval Response Received	Triggers when the task approval response is received.	Trigger
Task CSAT Submitted	Triggers when the new task CSAT is submitted.	Trigger
New Message on Task	Triggers when a message arrives on task.	Trigger
Task Overdue	Triggers when the task is overdue.	Trigger
Form Approval Response Received	Triggers when the form approval response is received.	Trigger
Form CSAT Submitted	Triggers when the form CSAT is submitted.	Trigger
Form New Message	Triggers when a new message comes.	Trigger
Project Deleted	Triggers when a project is deleted.	Trigger
Phase Deleted	Triggers when a phase is deleted.	Trigger
Task Deleted	Triggers when the task is deleted.	Trigger
Form Deleted	Triggers when a form is deleted.	Trigger

Three steps to a running Rocketlane workflow

The builder keeps the order you think in: connect the app, choose what starts the workflow, add what should happen.

Connect
Authorise Rocketlane once
Add a Rocketlane connection under Connects and reuse it in every workflow. Credentials stay in your WordPress database.
Trigger
Pick what starts it
Start from a Rocketlane event, or from a WordPress event, a form, a webhook, a schedule or any of the 918+ integrations, then capture a sample so later steps can map real fields.
Act
Add Rocketlane steps and logic
Chain Rocketlane actions with Router, Filter, Iterator and Delay, test each step against captured data, then switch the workflow on.

Rocketlane workflows people build

Each example pairs Rocketlane with an app it is often used with. Build any of them on the canvas, or start from the workflow library.

Log every new Rocketlane project to a Google Sheets spreadsheet

Rocketlane to Google Sheets

Send a Slack alert when a Rocketlane task status is updated

Rocketlane to Slack

Create a ClickUp task when a new Rocketlane task is created

Rocketlane to ClickUp

Email the team when a Rocketlane phase due date is updated

Rocketlane to Gmail

Create a Monday.com item when a new Rocketlane project is created

Rocketlane to Monday.com

When a Rocketlane customer is invited, log it in Google Sheets and notify the onboarding team in Slack

Rocketlane to Google Sheets, then Slack

Browse the workflow library

Connect Rocketlane with other apps

278 apps have triggers or actions that work with Rocketlane. The ones used together most often come first.

Showing 24 of 278 apps

About Rocketlane

FlowMattic integration version 1.0.0

Rocketlane is a customer onboarding and professional services automation platform that helps teams manage projects, phases, tasks, and client-facing forms in one collaborative workspace. Connect Rocketlane to FlowMattic to automatically sync project, phase, and task events with your project management, spreadsheet, and team chat tools.