Rocketlane

Automate Your Client Onboarding with Assista and Rocketlane

Connecting your Rocketlane account to Assista automates your entire client onboarding and project delivery lifecycle. Free your team from the repetitive tasks of manually creating projects for new customers, assigning tasks, and logging time entries.

For consultants, founders, and service-based businesses, Assista ensures a consistent and efficient client experience from day one by kicking off your onboarding playbook the moment a deal is closed, all with simple, natural language commands.

‍

Key Actions

These are the core actions Assista can perform with your Rocketlane account, giving you the building blocks to create powerful automations. With a total of 25 actions available, you can manage your projects, tasks, and time tracking.

• Create Task: Automatically add a new task to a specific project.
• Create Company: Generate a new company record in your Rocketlane account.
• Create Time Entry: Automatically log a new time entry for a specific project.
• List Projects: Retrieve a list of all your projects to use in reports or other workflows.
• List Templates: Get a list of all your available project templates to use for creating new projects.

‍

Begin using Rocketlane templates today to unlock more from your business tools and reduce manual effort!