Rocketlane

rocketlane

Collaborative customer onboarding and implementation platform for professional services teams.

Project Management Team Collaboration Web del proveedor

Acciones

Triggers

Autenticación

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OAuth gestionado

Información técnica: el detalle de parámetros, schemas y triggers de esta página está pensado para equipos de integración. Si solo necesitas saber si tu herramienta favorita está disponible, basta con ver la lista de acciones.

Acciones disponibles (33)

Cada acción es una operación que el agente puede ejecutar contra este conector. Haz clic en una acción para ver sus parámetros.

Archive Project by IDROCKETLANE_ARCHIVE_PROJECT_BY_IDAcción

Archives a specific project based on its unique identifier.

Parámetros de entrada

project_idstringObligatorio
The unique identifier of the project to be archived.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Create CompanyROCKETLANE_CREATE_COMPANYAcción

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.

Parámetros de entrada

vatstring
VAT number of the company
namestringObligatorio
Name of the company
domainstring
Company's domain
descriptionstring
Description of the company
billing_namestring
Billing name for the company
company_codestring
Unique company code
default_currencystring
Default currency code for the company

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Create TaskROCKETLANE_CREATE_TASKAcción

Creates a new task.

Parámetros de entrada

typestringenum
Task type (MILESTONE or TASK). Defaults to TASK.
MILESTONETASK
phaseobject
The phase associated with the task.
atRiskboolean
Indicates if the task is at risk.
fieldsobject[]
Custom fields for the task.
parentobject
Parent task.
statusobject
The status of the task.
dueDatestring
Task due date in YYYY-MM-DD format.
privateboolean
Indicates if the task is private.
projectobjectObligatorio
The project associated with the task.
progressinteger
Task progress (0-100).
taskNamestringObligatorio
The name of the task.
followersobject
Task followers (members or placeholders).
startDatestring
Task start date in YYYY-MM-DD format.
effortInMinutesinteger
Expected time in minutes to complete the task.
taskDescriptionstring
HTML formatted description of the task.
taskPrivateNotestring
HTML formatted private note for team members.
externalReferenceIdstring
Unique identifier for linking with external systems.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Create Time EntryROCKETLANE_CREATE_TIME_ENTRYAcción

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.

Parámetros de entrada

datestringObligatoriodate
The date for which the time entry is being logged (format: YYYY-MM-DD)
notesstring
Additional notes or description for the time entry
sourcestring
The source of the time entry (manual or imported)
minutesintegerObligatorio
The amount of time spent, expressed in minutes
task_idstring
The ID of the task associated with the time entry
billableboolean
Whether the time entry is billable
project_idstring
The ID of the project associated with the time entry
activity_namestring
Name of the activity for the time entry

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Delete ProjectROCKETLANE_DELETE_PROJECTAcción

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.

Parámetros de entrada

project_idstringObligatorio
The ID of the project to delete

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Delete Task By IDROCKETLANE_DELETE_TASK_BY_IDAcción

Delete a specific task using its unique identifier (taskid).

Parámetros de entrada

task_idstringObligatorio
The unique identifier of the task to be deleted.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Delete Time Entry by IDROCKETLANE_DELETE_TIME_ENTRY_BY_IDAcción

Delete a specific time entry using its unique identifier (timeentryid).

Parámetros de entrada

timeEntryIdstringObligatorio
The ID of the time entry to delete.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Get All FieldsROCKETLANE_GET_ALL_FIELDSAcción

Retrieve all custom fields available in the system.

Parámetros de entrada

limitinteger
Limit the number of results returned.
sortBystring
Sort results by a specific field.
pageTokenstring
Token for pagination.
sortOrderstringenum
Order of sorting (ascending or descending).
ascdesc
objectTypestring
Filter results based on object type.
includeFieldsstring
Comma-separated list of fields to include in the response.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Get CompanyROCKETLANE_GET_COMPANYAcción

This tool retrieves detailed information about a specific company/account in rocketlane by its id. it provides comprehensive information about the company including its status, address, currency, created date, updated date, custom fields, and other relevant metadata.

Parámetros de entrada

company_idstringObligatorio
The unique identifier of the company to retrieve

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Get Field By IDROCKETLANE_GET_FIELD_BY_IDAcción

Retrieve detailed information about a specific custom field using its unique identifier (fieldid).

Parámetros de entrada

field_idstringObligatorio
The unique identifier for the field.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Get Project by IDROCKETLANE_GET_PROJECT_BY_IDAcción

Retrieves detailed information about a specific project using its unique identifier.

Parámetros de entrada

project_idstringObligatorio
The unique identifier for the project.
include_fieldsstring
Comma-separated list of fields to include in the response. For example, 'name,status,owner'.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Get Task By IdROCKETLANE_GET_TASK_BY_IDAcción

Retrieve extensive information about a specific task using the task's unique identifier (taskid).

Parámetros de entrada

task_idstringObligatorio
The unique identifier for the task.
include_fieldsstring
Fields to include in the response. Use comma separated values.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Get Template By IDROCKETLANE_GET_TEMPLATE_BY_IDAcción

Retrieve detailed information about a specific template using its unique identifier (templateid). note: the exact api endpoint and response structure need to be verified from the official rocketlane api documentation.

Parámetros de entrada

template_idstringObligatorio
The unique identifier of the template to retrieve.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Get Time EntriesROCKETLANE_GET_TIME_ENTRIESAcción

Tool to retrieve all time entries from rocketlane. it provides endpoints to get time entries with support for pagination, filtering by project id, user id, start and end dates. this allows tracking of time spent on various tasks, generating reports, and analyzing team productivity.

Parámetros de entrada

pageinteger
Page number for pagination
sort_bystring
Field to sort by (e.g., date, minutes)
user_idstring
Filter time entries by user ID
end_datestringdate
Filter time entries before this date (inclusive)
per_pageinteger
Number of items per page
project_idstring
Filter time entries by project ID
sort_orderstring
Sort order (asc or desc)
start_datestringdate
Filter time entries after this date (inclusive)

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Get Time Entry By IDROCKETLANE_GET_TIME_ENTRY_BY_IDAcción

Retrieve detailed information about a specific time entry using its unique identifier (timeentryid).

Parámetros de entrada

timeEntryIdstringObligatorio
The unique identifier of the time entry to retrieve.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Get User By IDROCKETLANE_GET_USER_BY_IDAcción

Retrieve detailed information about a specific user using their unique identifier (userid).

Parámetros de entrada

user_idstringObligatorio
The unique identifier of the user.
include_fieldsstring
Comma-separated list of fields to include in the response. For example, 'email,status'

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List CompaniesROCKETLANE_LIST_COMPANIESAcción

This tool retrieves a list of all companies/accounts in rocketlane. it's a basic get endpoint that returns all companies without requiring any specific resource ids or additional parameters. the endpoint is independent and can be executed with just the authentication token.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List Company FieldsROCKETLANE_LIST_COMPANY_FIELDSAcción

This tool retrieves a list of all available company/account fields in rocketlane. these fields represent the various attributes and properties that can be associated with companies/accounts in the rocketlane system.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

dataobject[]Obligatorio
List of available company fields
errorstring
Error if any occurred during the execution of the action
paginationobjectObligatorio
Pagination information
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List Company Note FieldsROCKETLANE_LIST_COMPANY_NOTE_FIELDSAcción

This tool retrieves a list of all available note fields for companies in rocketlane. company note fields are custom fields that can be added to company/account notes for better organization and data collection. it provides details such as field id, name, type, required, options, and description for each note field.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

dataobject[]Obligatorio
List of available company note fields
errorstring
Error if any occurred during the execution of the action
paginationobjectObligatorio
Pagination information
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List CurrenciesROCKETLANE_LIST_CURRENCIESAcción

Returns a predefined list of commonly used currencies since rocketlane api doesn't provide a dedicated currencies endpoint. this list includes major global currencies with their codes, names, and symbols.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

errorstring
Error if any occurred during the execution of the action
currenciesobject[]Obligatorio
List of available currencies with their details
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List Customer UsersROCKETLANE_LIST_CUSTOMER_USERSAcción

List customer users.

Parámetros de entrada

limitinteger
Number of users to return per page.
filterstring
Filtering criteria for users. To list only customer users, use a filter like 'type:CUSTOMER'.
sortBystring
Field to sort the results by.
pageTokenstring
Token for fetching the next page of results.
sortOrderstring
Order of sorting (asc or desc).

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List Project FieldsROCKETLANE_LIST_PROJECT_FIELDSAcción

This tool retrieves a list of all project fields in rocketlane, including both default and custom fields. it provides definitions, metadata, and configuration details for each field, which is essential for understanding project structure, managing projects, and integrating project management workflows.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List Project PhasesROCKETLANE_LIST_PROJECT_PHASESAcción

This tool retrieves a list of project phases from rocketlane. it allows users to fetch and filter phases based on various parameters including projectid, startdate, duedate, startdateactual, duedateactual, phasename, sortby, sortorder, limit, and pagetoken. the api supports various operators for filtering such as .gt, .eq, .lt, .ge, .le, .cn, and .nc.

Parámetros de entrada

limitinteger
Number of results per page
sort_bystring
Field to sort the results by
due_datestring
Filter phases by due date (YYYY-MM-DD)
page_tokenstring
Token for pagination
phase_namestring
Filter phases by name
project_idstring
Filter phases by project ID
sort_orderstringenum
Sort order (asc or desc)
ascdesc
start_datestring
Filter phases by start date (YYYY-MM-DD)
due_date_actualstring
Filter phases by actual due date (YYYY-MM-DD)
start_date_actualstring
Filter phases by actual start date (YYYY-MM-DD)

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List ProjectsROCKETLANE_LIST_PROJECTSAcción

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.

Parámetros de entrada

sort_bystring
Field to sort by
page_sizeinteger
Maximum number of projects to return per page (default: 100)
page_tokenstring
Token for pagination
sort_orderstring
Sort order (ASC or DESC)
include_archiveboolean
Whether to include archived projects
include_all_fieldsboolean
Whether to include all fields in the response

Parámetros de salida

dataobject[]Obligatorio
List of projects
errorstring
Error if any occurred during the execution of the action
paginationobject
Model for pagination information.
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List Task FieldsROCKETLANE_LIST_TASK_FIELDSAcción

This tool retrieves a list of all task fields in rocketlane. it allows users to get comprehensive field data and details for tasks, and supports various query parameters for filtering, pagination, and sorting.

Parámetros de entrada

enabledboolean
Filter by enabled/disabled fields
privateboolean
Filter by private/shared fields
sort_bystring
Field to sort by
page_sizeinteger
Maximum number of responses per page (defaults to 100)
page_tokenstring
Token for pagination, valid for 15 minutes
sort_orderstring
Sort order (ASC or DESC)
include_all_fieldsboolean
Whether to include all field properties

Parámetros de salida

dataobject[]Obligatorio
List of task fields
errorstring
Error if any occurred during the execution of the action
paginationobject
Model for pagination data.
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List TemplatesROCKETLANE_LIST_TEMPLATESAcción

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.

Parámetros de entrada

include_dynamicboolean
Whether to include dynamic templates in the response
include_automationsboolean
Whether to include templates with automations in the response

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List UsersROCKETLANE_LIST_USERSAcción

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.

Parámetros de entrada

limitinteger
Number of results per page
sort_bystring
Field to sort by (e.g., firstName, lastName, email)
page_tokenstring
Token for pagination
sort_orderstring
Sort direction (asc/desc)

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List Vendor UsersROCKETLANE_LIST_VENDOR_USERSAcción

List vendor users by filtering users with type 'partner'. this action retrieves users from the /api/1.0/users endpoint and applies a filter. the filter used is "type:equal:partner".

Parámetros de entrada

limitinteger
Number of user records to return. Default is 10, Max is 100.
sortBystring
Field to sort the results by (e.g., email, firstName).
pageTokenstring
Token to fetch a specific page of results.
sortOrderstring
Order of sorting (asc/desc). Allowed values: 'asc', 'desc'.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Retrieve Subscription DetailsROCKETLANE_RETRIEVE_SUBSCRIPTION_DETAILSAcción

Retrieves detailed information about the current subscription.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Search User By EmailROCKETLANE_SEARCH_USER_BY_EMAILAcción

Search user by email id.

Parámetros de entrada

emailstringObligatorio
Email address of the user to search for.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Update CompanyROCKETLANE_UPDATE_COMPANYAcción

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.

Parámetros de entrada

namestring
Name of the company
sizestring
Company size
websitestring
Company's website URL
industrystring
Company's industry
company_idstringObligatorio
The unique identifier of the company to update
descriptionstring
Description of the company
custom_fieldsobject
Custom fields associated with the company

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Update Project By IdROCKETLANE_UPDATE_PROJECT_BY_IDAcción

Updates an existing project's details using its unique identifier.

Parámetros de entrada

ownerobject
The project owner details.
fieldsobject[]
Custom fields for the project.
statusobject
The project status details.
dueDatestring
The day on which the project's execution is planned to be completed. Format: YYYY-MM-DD.
projectIdintegerObligatorio
The project’s unique, system-generated identifier, which can be used to identify the project globally.
startDatestring
On this date the project's execution officially begins. Format: YYYY-MM-DD.
projectFeeinteger
The total fee that is charged for the project.
visibilitystring
Set visibility parameters to restrict who can see your project. Options: EVERYONE, MEMBERS.
projectNamestring
The name of the project.
budgetedHoursnumber
Budgeted hours represent the total hours allocated for project execution.
includeFieldsstring[]
Specify which fields should be returned in the response body.
autoAllocationboolean
Defines whether Auto Allocation is enabled for the project.
includeAllFieldsboolean
Specify if all the fields should be returned in the response body.
externalReferenceIdstring
An externalReferenceId is a unique identifier that links entities or transactions between external systems and Rocketlane.
annualizedRecurringRevenueinteger
Indicates the value of the recurring revenue of the customer's subscriptions for a single calendar year.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Update Time Entry by IDROCKETLANE_UPDATE_TIME_ENTRY_BY_IDAcción

Update existing time entry details using its unique identifier (timeentryid).

Parámetros de entrada

datestringObligatorio
The date of the time entry in YYYY-MM-DD format.
notesstring
Any notes associated with the time entry.
minutesintegerObligatorio
The duration of the time entry in minutes.
billableboolean
Whether the time entry is billable.
activity_namestring
The name of the activity.
time_entry_idstringObligatorio
The ID of the time entry to update.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not