Rocketlane

68 tools available

Collaborative customer onboarding and implementation platform for professional services teams.

Connect Rocketlane to Definable to turn discussions into tasks, roll up daily progress, reprioritise the roadmap on impact. Personas call Rocketlane's 68 tools directly from chat or scheduled flows. Pair with a delivery persona — the agent keeps the tracker in lock-step with what the team is actually doing.

Common workflows with Rocketlane

Slack → tasks

Listen for action-item phrasing
Agent creates a structured task
Assigns and dates it automatically

Daily standup digest

Pull yesterday's task changes
Summarise per assignee
Post to the team channel

Roadmap re-prio

Read open issues + recent customer feedback
Persona scores by impact
Suggests new ordering for review

Rocketlane actions 68

Every Rocketlane action below is a callable tool any Definable persona can invoke.

Add Assignee To Task

Add assignees to a task by task ID. Assigns one or more users to a specific task.

Add Field Option

Tool to add a new option to a SINGLE_CHOICE or MULTIPLE_CHOICE field. Use when extending dropdown or select field options with a new labeled and colored choice.

Add Followers To Task

Tool to add followers to a task by Id. Use when you need to add team members as followers to track task updates.

Add Members to Project

Tool to add team members to a project using the projectId. Team members are participants from your company who work on projects and deliverables.

Add Members to Conversation

Add members to a conversation in Rocketlane. Use this when you need to include additional team members or stakeholders in an existing conversation.

Archive Project by ID

Archives a specific project based on its unique identifier.

Create Comment

Tool to create a comment in Rocketlane. Use when you need to add a comment to a task or project conversation.

Create Company

Creates a new company (account) in Rocketlane. This action allows you to create a new company/account in your Rocketlane workspace. It complements existing company-related actions by providing the ability to register new accounts using the POST /api/v2/companies endpoint.

Create Conversation

Creates a new conversation in Rocketlane. Use this to start a conversation associated with a project or other source type. You can specify members, privacy settings, and whether to include all members automatically.

Create Field

Tool to create a custom field in Rocketlane. Use when you need to add a new custom field to TASK, PROJECT, PHASE, or USER objects. For SINGLE_CHOICE or MULTIPLE_CHOICE field types, you must provide the options array.

Create Phase

Tool to create a new phase in a Rocketlane project. Use when you need to add a new phase to an existing project with specified timeline and configuration.

Create Project

Tool to create a new project in Rocketlane. Use when you need to set up a new project with details like name, customer, owner, dates, and custom fields.

Create Space

Creates a new space for a given project in Rocketlane. Use when you need to create a collaborative workspace within a project with specific privacy settings.

Create Space Document

Tool to create a new space document in Rocketlane. Use when you need to add documents to a project space, either as native Rocketlane documents or embedded links from external sources.

Create Task

Creates a new task.

Create Time Entry

Tool to create a new time entry in Rocketlane. This endpoint allows users to log time spent on tasks or projects. It complements the existing ROCKETLANE_GET_TIME_ENTRIES action and enables complete time tracking functionality within the Rocketlane integration.

Delete Comment By ID

Tool to delete a comment by its ID. Use when you need to permanently remove a comment from Rocketlane.

Delete Conversation

Tool to delete a conversation by its unique identifier. Use when you need to permanently remove a conversation from Rocketlane.

Delete Field

Tool to permanently delete a custom field using its unique identifier. Use when a field is no longer required and should be removed from the system.

Delete Phase

Permanently delete a phase from the project using its unique identifier (phaseId). Use when you need to remove a phase that is no longer needed.

Delete Project

This tool allows users to permanently delete a project in Rocketlane. It requires a valid project ID and appropriate permissions (Admins, Super Users, and Project Owners). Note that deletion is irreversible; therefore, consider using archival if future access might be needed.

Delete Space

Tool to permanently delete a space from a project by its ID. Use when you need to remove a space from the Rocketlane system. Note: This operation is permanent and cannot be undone.

Delete Space Document

Tool to permanently delete a space document by its ID. Use when you need to remove a space document from the system.

Delete Task By ID

Delete a specific task using its unique identifier (taskId).

Delete Time Entry by ID

Delete a specific time entry using its unique identifier (timeEntryId).

Get All Conversations

Tool to retrieve all conversations in Rocketlane. Use when you need to list, search, or filter conversations. Supports pagination and various filtering options including source ID, conversation name, and privacy status.

Get All Fields

Retrieve all custom fields available in the system.

Get All Resource Allocations

Tool to retrieve all resource allocations from Rocketlane. Use when you need to get comprehensive allocation data for various projects within a specific date range.

Get All Spaces

Tool to retrieve all spaces for a specific project in Rocketlane. Use when you need to list all spaces associated with a project, including space details like name, privacy status, and creation/update information.

Get All Tasks

Tool to retrieve all tasks from Rocketlane with advanced filtering options. Supports filtering by project, status, dates, billable status, and more. Use this when you need to search or list tasks with specific criteria.

Get All Time-Offs

Tool to retrieve all time-offs from Rocketlane with advanced filtering options. Use when you need to get comprehensive time-off data including leave entries, holidays, and absences.

Get Comments

Tool to retrieve all comments from Rocketlane. Use when you need to fetch comments from tasks or project conversations with support for filtering, pagination, and sorting.

Get Company

This tool retrieves detailed information about a specific company/account in Rocketlane by its ID. It provides comprehensive information about the company including its status, address, currency, created date, updated date, custom fields, and other relevant metadata.

Get Conversation

Tool to retrieve detailed information about a conversation by its ID. Use when you need to get conversation details including name, description, members, and source information.

Get Field By ID

Retrieve detailed information about a specific custom field using its unique identifier (fieldId).

Get Phase by ID

Tool to retrieve extensive information about a specific phase by its unique identifier. Use when you need detailed phase data for project management operations.

Get Project by ID

Retrieves detailed information about a specific project using its unique identifier.

Get Space by ID

Tool to retrieve detailed information about a specific space using its unique identifier. Use when you need to fetch space details including associated project, creation time, and privacy settings.

Get Task By Id

Retrieve extensive information about a specific task using the task's unique identifier (taskId).

Get Template By ID

Retrieve detailed information about a specific template using its unique identifier (templateId). NOTE: The exact API endpoint and response structure need to be verified from the official Rocketlane API documentation.

Get Time Entries

Tool to retrieve all time entries from Rocketlane. It provides endpoints to get time entries with support for pagination, filtering by project ID, user ID, start and end dates. This allows tracking of time spent on various tasks, generating reports, and analyzing team productivity.

Get Time Entry By ID

Retrieve detailed information about a specific time entry using its unique identifier (timeEntryId).

Get Time Entry Categories

Tool to retrieve time entry categories from Rocketlane. Returns a paginated list of all available time entry categories. Use when you need to get the available categories for creating or filtering time entries.

Get User By ID

Retrieve detailed information about a specific user using their unique identifier (userId).

List Companies

This tool retrieves a list of all companies/accounts in Rocketlane. It's a basic GET endpoint that returns all companies without requiring any specific resource IDs or additional parameters. The endpoint is independent and can be executed with just the authentication token.

List Currencies

Returns a predefined list of commonly used currencies since Rocketlane API doesn't provide a dedicated currencies endpoint. This list includes major global currencies with their codes, names, and symbols.

List Project Phases

This tool retrieves a list of project phases from Rocketlane. It allows users to fetch and filter phases based on various parameters including projectID, startDate, dueDate, startDateActual, dueDateActual, phaseName, sortBy, sortOrder, limit, and pageToken. The API supports various operators for filtering such as .gt, .eq, .lt, .ge, .le, .cn, and .nc. Note: The API requires projectId to be specified, despite the official documentation listing it as optional. Calling the endpoint without projectId returns a 400 BAD_REQUEST error. This has been verified through direct API testing (see: https://developer.rocketlane.com/reference/get-all-phases).

List Projects

This tool retrieves a list of all projects in the Rocketlane instance. It provides project details including Project ID, Project Name, Project Status, Created Date, Owner Information, Customer Information, and other metadata.

List Templates

This tool retrieves a list of all available templates in Rocketlane. It fetches all available templates in the account and returns a list of template objects containing details like template_id, name, description, created_at, updated_at, is_dynamic, and has_automations.

List Users

This tool retrieves all users in the Rocketlane instance. It is an independent action that does not require any resource IDs or external dependencies. The endpoint returns detailed user information including user IDs, emails, names, roles, and statuses.

Move Task To Given Phase

Tool to move a task to a different phase by task ID and phase ID. Use when tasks need to be reorganized across different project phases.

Remove Assignees From Task

Tool to remove assignees from a task by its unique identifier. Use when you need to remove team members from a specific task.

Remove Dependencies From Task

Tool to remove dependencies from a task by ID. Use when you need to unlink dependency relationships between tasks.

Remove Followers From Task

Tool to remove followers from a task by task ID. Use when you need to remove one or more followers from a specific task.

Remove Members from Conversation

Remove members from a conversation in Rocketlane. Use this when you need to remove team members or stakeholders from an existing conversation.

Retrieve Subscription Details

Retrieves detailed information about the current subscription.

Search Invoices

Tool to retrieve all invoices from Rocketlane. Use when you need to get a list of all invoices accessible to the authenticated user. This endpoint returns invoice details including invoice numbers, dates, amounts, status, and associated customer and project information.

Search Time Entries

Tool to search time entries with filters in Rocketlane. Use when you need to find specific time entries based on criteria like date ranges, project, user, billable status, or duration. Supports advanced filtering using field.operator=value format (e.g., date.gt=2023-02-11, minutes.eq=250).

Search User By Email

Search User By Email Id.

Update Company

This tool updates an existing company/account in Rocketlane. It uses the PUT endpoint to update the company details identified by companyId. The action complements the existing create_company action and is essential for maintaining up-to-date company information, relying on Rocketlane's API specifications and company management endpoints.

Update Conversation

Tool to update an existing conversation in Rocketlane by its ID. Use when you need to modify conversation details like name, description, or member inclusion settings.

Update Field

Tool to update field information by ID. Updates field properties including label, description, privacy settings, and enabled status. Use when you need to modify existing field metadata.

Update Field Option

Tool to update an existing option's label and color in a SINGLE_CHOICE or MULTIPLE_CHOICE field. Use when modifying dropdown or select field option properties.

Update Phase

Tool to update phase information by phase ID. Use when you need to modify phase details such as name, dates, status, or privacy settings for an existing project phase.

Update Project By Id

Updates an existing project's details using its unique identifier.

Update Space

Tool to update space details by its unique identifier. Use when you need to update space properties such as name or privacy settings.

Update Task by ID

Tool to update task details by ID. Use when you need to modify task information such as name, dates, status, progress, or custom fields.

Update Time Entry by ID

Update existing time entry details using its unique identifier (timeEntryId).

Frequently asked questions

What can I automate with Rocketlane on Definable?

Anything Rocketlane exposes through its API. Common project management workflows on Definable include turn discussions into tasks, roll up daily progress, reprioritise the roadmap on impact. Personas can call any of the 68 Rocketlane tools directly, then chain the result into another integration without you writing code.

How does Rocketlane authentication work?

Rocketlane uses API_KEY on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.

Is the Rocketlane integration included in my Definable plan?

Yes — every Definable plan, including Starter, includes access to all 68 Rocketlane tools. You only need a separate Rocketlane subscription if Rocketlane itself charges per seat or per API call.

Is using Rocketlane through Definable secure?

Every call from a persona to Rocketlane is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.

How do I get started with Rocketlane on Definable?

Sign up for Definable, open the integrations page, find Rocketlane, and connect via OAuth or API key. You can immediately attach Rocketlane to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.

What Rocketlane actions does Definable expose?

Definable exposes all 68 Rocketlane actions as callable tools — including `Add Assignee To Task`, `Add Field Option`, `Add Followers To Task`, plus 65 more. Each tool gets a typed parameter schema so personas know exactly how to call it.

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