Connect Rocketlane and Google Sheets

Rocketlane runs your customer onboarding projects: phases, tasks, forms and the customers you invite. FlowMattic writes the events you choose to Google Sheets, so services leaders get a portfolio sheet of every project, a list of overdue tasks, and a CSAT log, without building reports inside Rocketlane.

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36 triggers 19 actions 7 example workflows 2 ready-made templates Unlimited runs

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When this happens in Rocketlane30 triggers

Do this in Google Sheets19 actions

1. TriggerProject Created

2. ActionAdd New Row

When Rocketlane fires Project Created, FlowMattic runs Add New Row in Google Sheets with the data from that event.

You build this in the FlowMattic workflow builder on your own site. See the setup steps

Rocketlane and Google Sheets workflows you can build

Each one uses only triggers and actions the two integrations ship today, plus FlowMattic's own tools. Where the library has a ready-made template, import it instead of building from scratch.

Ready-made template

Log every new Rocketlane project in a sheet

Each project created becomes a row with customer, owner and start date, giving leadership a portfolio list they can sort and filter.

Project CreatedAdd New Row

View the template

Keep each project's phase status current

When a phase changes status, the workflow finds the project row and writes the phase and status, so the portfolio sheet shows where each onboarding stands.

Phase Status UpdatedLookup Row DataUpdate Row

List overdue tasks for the weekly review

Each overdue task adds a row with project, task and assignee, so the services meeting starts from a list instead of clicking through projects.

Task OverdueAdd New Row

Collect CSAT scores from tasks and forms

Each task CSAT submitted adds a row with project and score, giving you a satisfaction log you can average per customer.

Task CSAT SubmittedAdd New Row

Log customer invites to see who joined each project

Every customer invited to a project becomes a row, so account managers can check who on the client side has access.

Customer InvitedAdd New Row

Record due date changes to see where projects slip

Each task due date change adds a row with the task and new date, building a slippage history for retrospectives.

Task Due Date ChangeAdd New Row

Mark archived projects as closed

Project Archived finds the project in the portfolio sheet and sets its status and close date, so active counts stay correct.

Project ArchivedLookup Row DataUpdate Row

Set up: a portfolio of projects

At the end, each project created in Rocketlane adds a row to your portfolio sheet.

Create the portfolio tab
Add headers such as Project ID, Project, Customer, Owner, Start date and Status.
Connect Google Sheets
Under Connects, add a Google account that can edit the portfolio.
Choose Project Created
Create a workflow with the Rocketlane Project Created trigger and complete the connection the trigger step asks for.
Create a test project
Start a project in Rocketlane so FlowMattic captures its fields.
Map and turn on
Add Google Sheets Add New Row, map the project fields, test the step and switch the workflow on.

Import the ready-made template Beginner, about 5 min to set up

From Rocketlane	To Google Sheets
Project ID	Project ID
Project name	Project
Customer	Customer
Project owner	Owner
Start date	Start date

Triggers and actions in this pair

A trigger starts a workflow. An action is something FlowMattic does in the app as a step.

Good to know

Rocketlane sends separate triggers for each kind of change, such as Phase Status Updated or Task Assignee Updated. Build one workflow per change you want in the sheet.
Keep the project ID in its own column. Every update workflow finds the row by it.
Form CSAT Submitted is separate from Task CSAT Submitted. Add both if you collect CSAT on forms too.

Rocketlane

Integration page

Triggers (30)

Project CreatedTriggers when a project is created.
Phase CreatedTriggers when a phase is created.
Task CreatedTriggers when a task is created.
Project UpdatedTriggers when a project field is updated
Phase Start Date UpdatedTriggers when the phase start date is updated.
Phase Due Date UpdatedTriggers when the phase due date is updated.
Phase Status UpdatedTriggers when the phase status is updated.
Phase Name UpdatedTriggers when the phase name is updated.
Task Status UpdatedTriggers when the task status is updated.
Task Assignee UpdatedTriggers when the task assignee is updated.
Task Field UpdatedTriggers when the task field is updated.
Form Due Date UpdatedTriggers when the form due date is updated.
Form Status UpdatedTriggers when the form status is updated.
Form Assignee UpdatedTriggers when the form assignee is updated.
Form Field UpdatedTriggers when the form field is updated.
Customer InvitedTriggers when a customer is invited in a project.
Project Placeholder ResolvedTriggers when a placeholder is resolved in a project.
Project ArchivedTriggers when a project is archived.
Task Due Date ChangeTriggers when the task due date is changed.
Task Approval Response ReceivedTriggers when the task approval response is received.
Task CSAT SubmittedTriggers when the new task CSAT is submitted.
New Message on TaskTriggers when a message arrives on task.
Task OverdueTriggers when the task is overdue.
Form Approval Response ReceivedTriggers when the form approval response is received.
Form CSAT SubmittedTriggers when the form CSAT is submitted.
Form New MessageTriggers when a new message comes.
Project DeletedTriggers when a project is deleted.
Phase DeletedTriggers when a phase is deleted.
Task DeletedTriggers when the task is deleted.
Form DeletedTriggers when a form is deleted.

Google Sheets

Integration page

Triggers (6)

New Spreadsheet RowTrigger when a new row is added to the spreadsheet
New Or Updated Spreadsheet RowTrigger when a row is updated in the spreadsheet
Deleted Spreadsheet RowTrigger when a row is deleted from the spreadsheet
Update Cell DataTrigger when any cell is updated in the spreadsheet
Update Specific Cell DataTrigger when a specific cell is updated in the spreadsheet
Update Specific Column ValueTrigger when a specific column value is updated in the spreadsheet

Actions (19)

Add New RowAdd a new row with mapped data
Update RowUpdate existing row in specific spreadsheet with mapped data
Delete RowDelete row by ID in specific spreadsheet
Clear Row DataClear data or row by ID in specific spreadsheet
Lookup Row DataSearch for data in specific spreadsheet
Get Cell DataGet data for particular cell in specific spreadsheet
Update Cell DataUpdate data for particular cell in specific spreadsheet
Get Row CountGet total number of rows in specific spreadsheet
Get Row DataGet rows data from the sheet based on specified range
Create Spreadsheet ColumnCreate a new column in specific spreadsheet
Create New SheetCreate a new sheet in specific spreadsheet
Import CSV or JSON to Existing SheetImport CSV or JSON data to existing sheet in specific spreadsheet
Copy SheetCopy a sheet to another or within the same spreadsheet
Get RowsRetrieve rows in JSON format for use with Iterator
Export sheet to CSVExport the selected sheet to CSV format and save to WordPress Media Library
Export Sheet to ExcelExport the spreadsheet to Excel (.xlsx) format and save to WordPress Media Library
Export Sheet to PDFExport the spreadsheet to PDF format and save to WordPress Media Library
Export Sheet to OpenDocumentExport the spreadsheet to OpenDocument (.ods) format and save to WordPress Media Library
Export Sheet to TSVExport the selected sheet to TSV format and save to WordPress Media Library

Why run this pair with FlowMattic

Rocketlane and Google Sheets connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.

Client data on your server

Project and customer details pass through your own WordPress site to the sheet, with no other automation account in between.

Many projects, same cost

Runs are unlimited, so dozens of active onboardings with frequent task updates need no bigger plan.

Reports for leadership

Portfolio, overdue and CSAT tabs give executives a view without Rocketlane seats.

Common questions

How do I export Rocketlane projects to Google Sheets?

Create a workflow with the Rocketlane Project Created trigger and a Google Sheets Add New Row step. Map project ID, name, customer and owner, test with a new project and switch it on.

Can I track overdue tasks?

Yes. Task Overdue fires when a task passes its due date. Write each one to a tab with project, task and assignee for your review meeting.

Can I collect CSAT scores?

Yes. Task CSAT Submitted and Form CSAT Submitted each start a workflow. Log the project, score and comment and average them in the sheet.

Can I keep phase progress on the project row?

Yes. Use Phase Status Updated, find the project with Lookup Row Data and write the phase name and status with Update Row.

Did not find your answer? You can browse the help center or ask us directly.

Start automating Rocketlane and Google Sheets

Install FlowMattic, connect both accounts and import a template. Every run stays on your own server.

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Reviewed 27 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. Rocketlane integration 1.0.0, Google Sheets integration 2.2.4.