Totango Rocketlane

Totango + Rocketlane Integrations, Built by an AI Agent

Put Totango + Rocketlane to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Totango and Rocketlane below — describe the exact one you want above and the Agent builds it on demand.

Totango + Rocketlane When a new user is onboarded in Totango, sync account onboarding data with Rocketlane. See details
Generate project tasks when deals are won When a deal is won in Totango, automatically create a project task in Rocketlane to kick off client onboarding. See details
Log activity in CRM when task comments are added When a comment is added to a client task in Rocketlane, automatically log the activity in Totango on the customer record. See details

Browse the full workflow library →

Looking to achieve something else with Totango and Rocketlane?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Totango and Rocketlane

Everything Totango and Rocketlane can do inside a workflow — the triggers that start one and the actions that run when it fires.

Totango Explore Totango →

Totango is a customer success and enterprise CRM platform that helps companies track customer health and drive user retention.

Triggers
Account [New and Value Changes]

It triggers when one of the account attribute value is changed or new account is added.

Account [New]

It triggers when a new account is added to the segment.

User [New and Value Changes]

It triggers when one of the user attribute value is changed or new user is added.

User [New]

It triggers when a new user is added to the segment.

Actions
Send Data

Send data to Totango using HTTP API.

Rocketlane Explore Rocketlane →

A collaborative customer onboarding and project management software built for professional services and customer success teams.

Triggers
Account Created

Triggers when a new account is created.

Account Updated

Triggers when a account is updated.

CSAT Submitted

Triggers when a CSAT response is submitted.

Form Submitted

Triggers when a form response is submitted.

Project Message Created

Triggers when a new message is added in a project.

Project Created

Triggers when a new project is created.

Actions
Archive Project

Archives a project.

Create Budget

Creates a financial budget for a project.

Create Account

Creates an account.

Create Project

Creates a project.

Create Task

Creates a Task.

Post Task Message

Creates a new Task message.

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Totango + Rocketlane

Is there a pre-built Totango + Rocketlane automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Totango and Rocketlane's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Totango or Rocketlane connector?

No. The Agent works whether or not Totango or Rocketlane already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Rocketlane and Totango help sales and delivery teams?

It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.

Can deal changes in Totango automatically spin up project tasks?

Yes, when a deal is won or changes stages in Totango, you can instantly create initial project tasks in Rocketlane.

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