Collaborative customer onboarding and implementation platform for professional services teams.
68
Available Tools
0
Triggers
Add assignees to a task by task ID. Assigns one or more users to a specific task.
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.
Tool to add followers to a task by Id. Use when you need to add team members as followers to track task updates.
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 a conversation in Rocketlane. Use this when you need to include additional team members or stakeholders in an existing conversation.
Archives a specific project based on its unique identifier.
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).
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