Rocketlane integration

Customer onboarding and professional services projects with client portals and time tracking. Connect Rocketlane to OLODESK and use it in the apps and automations your business runs on.

Category
Project management

Popular ways to use Rocketlane

Start with one of these, or describe your own.

Requests become tasks

A form, order or client request becomes a task in Rocketlane, with the right person on it.

Status that keeps up

Tasks in Rocketlane move on as the work gets done in your other systems.

A portal for your clients

Clients see where their work stands in your own portal, while your team stays in Rocketlane.

How to connect Rocketlane

  1. Request Rocketlane

    In your portal’s Integrations tab, press Request access next to Rocketlane. On Business Starter and Business Pro it’s ready within 24 hours. No account yet? Send a request.

  2. Connect your account

    Sign in to Rocketlane, or paste the access key from your account.

  3. Describe what you need

    OLODESK builds it with you. Try it on real data before it goes live.

How integrations work

On Business Pro, you can also work with your Rocketlane data in ChatGPT. AI on OLODESK

More project management apps

  • TrelloProject management

    Boards, lists and cards for tracking tasks and projects as they move from start to done.

  • monday.comProject management

    Work management boards for projects, tasks, deadlines and team workflows.

  • AsanaProject management

    Project and task tracking for teams, with timelines, assignments and due dates.

  • ClickUpProject management

    Project management app with tasks, docs, goals, chat and time tracking in one workspace.

  • JiraProject management

    Issue and project tracking for software and business teams, with boards and sprints.

  • SmartsheetProject management

    Spreadsheet-style work management for projects, resources, reports and approvals.

Rocketlane integration FAQ

Do I need my own Rocketlane account?

Yes. You connect the Rocketlane account your business already uses.

Which plans include the Rocketlane integration?

Business Starter and Business Pro. Press Request access next to it in your portal’s Integrations tab, and it’s ready within 24 hours.

Can I connect more than one Rocketlane account?

Yes. Connect as many as you need and choose which one each system uses.

Put Rocketlane to work

Start your Free trial, then request Rocketlane on Business Starter or Business Pro.