Salesforce integration with Rocketlane
How to Create Rocketlane projects from new Salesforce records
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Rocketlane projects from new Salesforce records" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Rocketlane integrations
Rocketlane actions
Nekton can use any feature that is available in Rocketlane API.
Using our advanced AI, you can easily create custom automations for Rocketlane.
Here are some typical actions you can do in your automated workflows.
Create Task
Creates a Task.
Import Template to Project
Imports one or more templates to a project
Update Task
Updates a Task.
Search Project (V2)
Search Project
Search Task
Search Task By Id.
Create Project
Creates a project.
About Rocketlane
Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.