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Rocketlane

Customer onboarding platform for projects, tasks, members, conversations, custom fields, and project followers.

Helps professional services teams that onboard customers with projects and tasks, manage followers and assignees, and run customer-facing conversations.

Example Use Cases

These are the Rocketlane actions Snow can use when building apps with you. Connecting an account does not make Snow run these on its own.

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 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 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 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.

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 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.