Rocketlane + Zoho CRM

Create new Rocketlane projects from new module entries in Zoho CRM

Streamline your project management process with this efficient workflow. Whenever there's a new module entry in Zoho CRM, a corresponding project will be set up in Rocketlane. This connection eliminates the need for manual data transfer between the two platforms, making your operations more efficient and reducing the chances of errors. Experience seamless data transition and let this automation handle the tedious tasks for you.

When this happens...
New Module Entry
Triggers instantaneously when any entry is created in the specified module.
TriggerInstant
automatically do this!
Create Project
Creates a project.
ActionWrite

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Supported triggers and actions

What does this mean?

New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write

- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write
- Changed Account Field
Trigger
Instant
Try It
- Form TemplateRequired
Trigger
Instant
Try It
Project Created
Triggers when a new project is created.
Trigger
Instant
Try It
Task Message Created
Triggers when a new message is added in a task.
Trigger
Instant
Try It
- Changed Task Field
Trigger
Instant
Try It
- Account Name
Action
Write
- ProjectRequired
- Project Phase Id
- External Provider
- External Resource Type
- External Resource Id
- Parent Task Id
- Assignees
Action
Write
- ProjectRequired
Action
Write
- CompanyRequired
Action
Write
- Task IdRequired
- External Provider
- External Resource Type
- External Resource Id
- Assignees
Action
Write
- Search ByRequired
Action
Search
- Search ByRequired
Action
Search
- Email Id
Action
Search

New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
Account Created
Triggers when a new account is created.
Trigger
Instant
Try It
CSAT Submitted
Triggers when a CSAT response is submitted.
Trigger
Instant
Try It
Project Message Created
Triggers when a new message is added in a project.
Trigger
Instant
Try It
- Changed Project Field
Trigger
Instant
Try It
- Project
- Assignees
Trigger
Instant
Try It
- ProjectRequired
Action
Write
- Company NameRequired
- Project Template
- Team Members
- Auto Allocation
Action
Write
- CommentRequired
- Task IdRequired
- PrivateRequired
Action
Write
- ProjectRequired
- TemplatesRequired
Action
Write
- ProjectRequired
Action
Write
- Project IdRequired
Action
Search
- Search ByRequired
Action
Search
- Task IdRequired
Action
Search

About Rocketlane

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

Related categories

Project Management

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Rocketlane + Zoho CRM

Create new Rocketlane projects from new module entries in Zoho CRM

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

Account Updated

Form Submitted

Project Created

Task Message Created

Task Updated

Create Account

Create Task

Delete Project

Update Account

Update Task

Search Account

Search Task (V2)

User

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

Account Created

CSAT Submitted

Project Message Created

Project Updated

Task Created

Archive Project

Create Project

Post Task Message

Import Template to Project

Update Project

Search Project

Search Project (V2)

Search Task

About Rocketlane

Related categories

About Zoho CRM

Related categories

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