Rocketlane
Collaborative customer onboarding and implementation platform for professional services teams.
33 actionsAPI key
What your bot can do in Rocketlane
Looks up
- Get CompanyThis tool retrieves detailed information about a specific company/account in rocketlane by its id.
- Get Time EntriesRetrieve all time entries from rocketlane.
- List CompaniesThis tool retrieves a list of all companies/accounts in rocketlane.
- List Company FieldsThis tool retrieves a list of all available company/account fields in rocketlane.
- List Company Note FieldsThis tool retrieves a list of all available note fields for companies in rocketlane.
- List CurrenciesReturns a predefined list of commonly used currencies since rocketlane api doesn't provide a dedicated currencies endpoint.
- List Project FieldsThis tool retrieves a list of all project fields in rocketlane, including both default and custom fields.
- 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 Task FieldsThis tool retrieves a list of all task fields in rocketlane.
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- List TemplatesThis tool retrieves a list of all available templates in rocketlane.
- List UsersThis tool retrieves all users in the rocketlane instance.
- List Vendor UsersList vendor users by filtering users with type 'partner'.
Takes action
- Create CompanyCreates a new company (account) in rocketlane.
- Create Time EntryCreate a new time entry in rocketlane.
- Delete ProjectThis tool allows users to permanently delete a project in rocketlane.
- Update CompanyThis tool updates an existing company/account in rocketlane.
- Archive Project by IDArchives a specific project based on its unique identifier.
- Create TaskCreates a new task.
- 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).
- Get All FieldsRetrieve all custom fields available in the system.
- Get Field By IDRetrieve detailed information about a specific custom field using its unique identifier (fieldid).
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- Get Project by IDRetrieves detailed information about a specific project 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 Entry By IDRetrieve detailed information about a specific time entry using its unique identifier (timeentryid).
- Get User By IDRetrieve detailed information about a specific user using their unique identifier (userid).
- List Customer UsersList customer users.
- Retrieve Subscription DetailsRetrieves detailed information about the current subscription.
- Search User By EmailSearch user by email id.
- Update Project By IdUpdates an existing project's details using its unique identifier.
- Update Time Entry by IDUpdate existing time entry details using its unique identifier (timeentryid).
