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81 available actions

What your AI agent can do in Rocketlane

Collaborative customer onboarding and implementation platform for professional services teams. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Search User By EmailSearch User By Email Id.
  • Search InvoicesTool to retrieve all invoices from Rocketlane.
  • Add Assignee To TaskAdd assignees to a task by task ID.
  • Add Followers To TaskTool to add followers to a task by Id.
  • Move Task To Given PhaseTool to move a task to a different phase by task ID and phase ID.
  • Update CompanyThis tool updates an existing company/account in Rocketlane.

Browse all 81 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 34 actionsHide actions
  • Get All ConversationsTool to retrieve all conversations in Rocketlane.
  • Get All FieldsRetrieve all custom fields available in the system.
  • Get All Resource AllocationsTool to retrieve all resource allocations from Rocketlane.
  • Get All SpacesTool to retrieve all spaces for a specific project in Rocketlane.
  • Get All TasksTool to retrieve all tasks from Rocketlane with advanced filtering options.
  • Get All Time-OffsTool to retrieve all time-offs from Rocketlane with advanced filtering options.
  • Get CommentsTool to retrieve all comments from Rocketlane.
  • Get CompanyThis tool retrieves detailed information about a specific company/account in Rocketlane by its ID.
  • Get ConversationTool to retrieve detailed information about a conversation by its ID.
  • Get Field By IDRetrieve detailed information about a specific custom field using its unique identifier (fieldId).
  • Get FileRetrieve a Rocketlane project file by its unique identifier.
  • Get Phase by IDTool to retrieve extensive information about a specific phase by its unique identifier.
  • Get Project by IDRetrieves detailed information about a specific project using its unique identifier.
  • Get Project FolderRetrieve a Rocketlane project folder by its unique identifier.
  • Get Space by IDTool to retrieve detailed information about a specific space using its unique identifier.
  • Get Task By IdRetrieve extensive information about a specific task using the task's unique identifier (taskId).
  • Get Template By IDRetrieve detailed information about a specific template using its unique identifier (templateId).
  • Get Time EntriesTool to retrieve all time entries from Rocketlane.
  • Get Time Entry By IDRetrieve detailed information about a specific time entry using its unique identifier (timeEntryId).
  • Get Time Entry CategoriesTool to retrieve time entry categories from Rocketlane.
  • Get User By IDRetrieve detailed information about a specific user using their unique identifier (userId).
  • List CompaniesThis tool retrieves a list of all companies/accounts in Rocketlane.
  • List CurrenciesReturns a predefined list of commonly used currencies since Rocketlane API doesn't provide a dedicated currencies endpoint.
  • List Project FilesList one cursor-controlled page of files in a Rocketlane project or folder.
  • List Project FoldersList one page of folders in a Rocketlane project and return an opaque cursor for safe continuation.
  • List Project PhasesThis tool retrieves a list of project phases from Rocketlane.
  • List ProjectsThis tool retrieves a list of all projects in the Rocketlane instance.
  • List TemplatesRetrieve one page of Rocketlane PROJECT, DOCUMENT, or TASK templates.
  • List UsersThis tool retrieves all users in the Rocketlane instance.
  • Retrieve Subscription DetailsRetrieves detailed information about the current subscription.
  • Search FilesSearch one page of Rocketlane project files by project or folder scope and file-name filters; continue with the returned cursor until has_more is false.
  • Search InvoicesTool to retrieve all invoices from Rocketlane.
  • Search Time EntriesTool to search time entries with filters in Rocketlane.
  • Search User By EmailSearch User By Email Id.
Create & communicateCreate records or send supported messagesView 18 actionsHide actions
  • Add Assignee To TaskAdd assignees to a task by task ID.
  • Add Field OptionTool to add a new option to a SINGLE_CHOICE or MULTIPLE_CHOICE field.
  • Add Followers To TaskTool to add followers to a task by Id.
  • Add Members to ProjectTool to add team members to a project using the projectId.
  • Add Members to ConversationAdd members to a conversation in Rocketlane.
  • Create CommentCreate a comment on a Rocketlane task or project conversation, optionally attaching files previously uploaded with ROCKETLANE_UPLOAD_FILE.
  • Create CompanyCreates a new company (account) in Rocketlane.
  • Create ConversationCreates a new conversation in Rocketlane.
  • Create FieldTool to create a custom field in Rocketlane.
  • Create PhaseTool to create a new phase in a Rocketlane project.
  • Create ProjectTool to create a new project in Rocketlane.
  • Create Project FolderCreate a folder in a Rocketlane project.
  • Create SpaceCreates a new space for a given project in Rocketlane.
  • Create Space DocumentTool to create a new space document in Rocketlane.
  • Create TaskCreates a new task.
  • Create Time EntryTool to create a new time entry in Rocketlane.
  • Upload FileUpload a file to a Rocketlane project folder.
  • Upload Project File and Attach to CommentUpload a file to a Rocketlane project folder, then attach that uploaded file natively to a new task or project-conversation comment.
Update & manageChange and manage existing recordsView 14 actionsHide actions
  • Archive Project by IDArchives a specific project based on its unique identifier.
  • Move Task To Given PhaseTool to move a task to a different phase by task ID and phase ID.
  • Update CompanyThis tool updates an existing company/account in Rocketlane.
  • Update ConversationTool to update an existing conversation in Rocketlane by its ID.
  • Update FieldTool to update field information by ID.
  • Update Field OptionTool to update an existing option's label and color in a SINGLE_CHOICE or MULTIPLE_CHOICE field.
  • Update FileRename a Rocketlane project file.
  • Update PhaseTool to update phase information by phase ID.
  • Update Project By IdUpdates an existing project's details using its unique identifier.
  • Update Project FolderUpdate a Rocketlane project folder's name, privacy setting, or both.
  • Update SpaceTool to update space details by its unique identifier.
  • Update Space DocumentTool to update a space document's properties by its unique identifier in Rocketlane.
  • Update Task by IDTool to update task details by ID.
  • Update Time Entry by IDUpdate existing time entry details using its unique identifier (timeEntryId).
Remove & cancelRemove records or cancel supported workView 15 actionsHide actions
  • Delete Comment By IDTool to delete a comment by its ID.
  • Delete ConversationTool to delete a conversation by its unique identifier.
  • Delete FieldTool to permanently delete a custom field using its unique identifier.
  • Delete FilePermanently delete a Rocketlane project file.
  • Delete PhasePermanently delete a phase from the project using its unique identifier (phaseId).
  • Delete ProjectThis tool allows users to permanently delete a project in Rocketlane.
  • Delete Project FolderPermanently delete a Rocketlane project folder.
  • Delete SpaceTool to permanently delete a space from a project by its ID.
  • Delete Space DocumentTool to permanently delete a space document by its ID.
  • Delete Task By IDDelete a specific task using its unique identifier (taskId).
  • Delete Time Entry by IDDelete a specific time entry using its unique identifier (timeEntryId).
  • Remove Assignees From TaskTool to remove assignees from a task by its unique identifier.
  • Remove Dependencies From TaskTool to remove dependencies from a task by ID.
  • Remove Followers From TaskTool to remove followers from a task by task ID.
  • Remove Members from ConversationRemove members from a conversation in Rocketlane.

Connection record

A connection you can control.

Sign-in
Customer-managed key
Setup
Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Rocketlane

How does the agent connect to Rocketlane?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Rocketlane?
The page above lists the 81 actions currently available through the Rocketlane connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Rocketlane included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Rocketlane is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Rocketlane to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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