Rocketlane
Customer onboarding and professional services automation: projects, tasks, phases, time tracking, budgets, invoices, companies, and spaces.
API Key79 tools
Connect Rocketlane
Free account. No credit card required.
Three ways to use Rocketlane
Ask your specialist
Pull data, take actions, or answer questions with this integration, right in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Rocketlane.
Add assignees to a task by Id
Add assignees to a task by Id
Tool
Add dependencies to a task by Id
Add dependencies to a task by Id
Tool
Add field Option
Add an option to a `SINGLE_CHOICE` or `MULTIPLE_CHOICE` field, or a tag to a `NOTE` field.
Tool
Add followers to a task by Id
Add followers to a task by Id
Tool
Add members to a project
Add members to a project
Tool
Archive project by Id
Archive project by Id
Tool
Get started automating Rocketlane
01Connect your accountLink your account securely with OAuth or an API key.
02Choose a trigger or toolPick the events and actions your workflow should use.
03Configure the workflowDescribe what you want and your specialist wires it up for you.
04Refine the processTest runs, review output, and tweak until it's right.
05Turn it onSet it live and it runs on a schedule or on events.