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.
Sign in to connect Rocketlane
Sign in to connect an account and start using Rocketlane in your apps.
Example Use Cases
These are example ways Snow can use Rocketlane when building apps with you. This list is meant to show examples, not document every possible capability. Connecting an account does not make Snow run these automatically on its own.
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.
Add members to a conversation in Rocketlane. Use this when you need to include additional team members or stakeholders in an existing conversation.
Tool to add team members to a project using the projectId. Team members are participants from your company who work on projects and deliverables.
Archives a specific project based on its unique identifier.
Tool to create a comment in Rocketlane. Use when you need to add a comment to a task or project conversation.
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.
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.
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.