Integrate Rocketlane with Retently

Trigger NPS/CSAT surveys after project milestones or task completions, sync customer profiles and project data with Retently to maintain up-to-date customer insights, and use survey responses to improve project management and customer collaboration strategies.

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About Rocketlane

Rocketlane is a platform for managing projects, creating tasks, and facilitating customer collaboration. It allows users to create and update accounts, projects, and tasks, while also enabling the submission of forms and messages within projects.

Rocketlane logoRetently

Rocketlane to Retently

1

Account Created

Triggers when a new account is created.
2

CSAT Submitted

Triggers when a CSAT response is submitted.
3

Project Message Created

Triggers when a new message is added in a project.
4

Project Updated

Triggers when a project is updated.
5

Task Created

Triggers when a new task is created.
6

Account Updated

Triggers when an account is updated.
7

Form Submitted

Triggers when a form response is submitted.
8

Project Created

Triggers when a new project is created.
9

Task Message Created

Triggers when a new message is added in a task.
10

Task Updated

Triggers when a task is updated.
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Retently to Rocketlane

1

Archive Project

Archives a project.
2

Create Project

Creates a project.
3

Post Task Message

Creates a new task message.
4

Import Template to Project

Imports one or more templates to a project.
5

Update Project

Updates a project.
6

Search Project

Searches project by ID.
7

Search Project (V2)

Searches project.
8

Search Task

Searches task by ID.
9

Create Account

Creates an account.
10

Create Task

Creates a task.
11

Delete Project

Deletes a project.
12

Update Account

Updates an account.
13

Update Task

Updates a task.
14

Search Account

Searches account.
15

Search Task (V2)

Searches task.
16

User

Searches user by email ID.

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