Rocketlane runs customer onboarding projects: phases, tasks, forms and approvals. FlowMattic sends the events that need a person to the right place in Slack, from overdue tasks to low CSAT scores and new customer invites, and can open a channel for each new project. For implementation and professional services teams.
30 triggers 14 actions 7 example workflows 2 ready-made templates Unlimited runs
When this happens in Rocketlane30 triggers
Do this in Slack14 actions
1. TriggerTask Status Updated2. ActionSend Channel MessageWhen Rocketlane fires Task Status Updated, FlowMattic runs Send Channel Message in Slack with the data from that event.
You build this in the FlowMattic workflow builder on your own site. See the setup steps
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 templateEach status change shows the task, project and new status, so the delivery team follows progress in Slack without opening every project.
Task Status UpdatedSend Channel Message
View the template Create Channel uses the customer and project name, and Set Channel Topic adds the go-live target, giving the internal team one place per customer from kickoff.
Project CreatedCreate ChannelSet Channel Topic
Find User by Email turns the task owner into a Slack user and a direct message names the task and project, a quieter nudge than a channel post.
Task OverdueFind User by EmailSend Direct Message
A Filter passes scores below your threshold and posts them to a private leads channel, so an unhappy customer is called before the next milestone.
Task CSAT SubmittedFilterSend Private Channel Message
A post in the onboarding channel when a customer contact joins the project lets the consultant send a personal hello before the kickoff call.
Customer InvitedSend Channel Message
Approvals unblock the next phase. Posting each approval response tells the team they can start work instead of waiting for someone to check Rocketlane.
Task Approval Response ReceivedSend Channel Message
A moved phase due date often means a slipped go-live. A private post to delivery managers shows the old and new date so they can check capacity.
Phase Due Date UpdatedSend Private Channel Message
At the end, every Rocketlane task status change posts the task, project and new status to your Slack channel.
Under Connects in FlowMattic, add a Slack connection for your services team's workspace.
Create a workflow with Rocketlane and Task Status Updated, and follow the trigger's instructions to link Rocketlane to the workflow.
Move a task in a test project to a new status so FlowMattic captures the task and project fields.
Add Send Channel Message, choose the channel, include the task name, project and status, test it and switch the workflow on.
1. Trigger in Rocketlane
Task Status Updated
2. Action in Slack
Send Channel Message
Fields mapped from the earlier steps (a typical setup)
| From Rocketlane | To Slack |
|---|---|
| Task name | Message: task |
| Project name | Message: project |
| New status | Message: status |
| Assignee | Message: owner |
A trigger starts a workflow. An action is something FlowMattic does in the app as a step.
Rocketlane and Slack connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.
Overdue tasks, low CSAT and moved phase dates reach the people who can act while the project can still be saved.
Channels opened from Project Created keep internal chatter about each onboarding together, next to the Rocketlane updates.
FlowMattic runs on your own WordPress site with unlimited runs, so projects with hundreds of task updates cost nothing extra.
Add a Slack connection in FlowMattic, create a workflow with a Rocketlane trigger such as Task Status Updated, then add a Slack step like Send Channel Message and map the task and project fields. Test it and switch it on.
Yes. Create the channel from Project Created, then in your other workflows use the project name in the channel field, or a Lookup Table that maps projects to channels.
Yes. New Message on Task and Form New Message are triggers. Post them to the project channel so the team sees customer questions without watching the Rocketlane inbox.
Yes. Use Task Overdue, then Find User by Email with the assignee's email and Send Direct Message. Make sure Slack and Rocketlane use the same work email.
Yes. Project Archived and Project Deleted are triggers. Post them to a private ops channel so a project removed by mistake is noticed.
Did not find your answer? You can browse the help center or ask us directly.
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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, Slack integration 1.0.
