ProductivityIn development

Rocketlane

Collaborative customer onboarding and implementation platform for professional services teams.

In development

Cataloged and scoped, not yet available to run in production.

69
actions

Actions

Operations this integration can perform.

75

Add Assignee To Task

Add assignees to a task by task ID. Assigns one or more users to a specific task.

Add Field Option

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.

Add Followers To Task

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 Project

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 Conversation

Add members to a conversation in Rocketlane. Use this when you need to include additional team members or stakeholders in an existing conversation.

Archive Project by ID

Archives a specific project based on its unique identifier.

Create Comment

Tool to create a comment in Rocketlane. Use when you need to add a comment to a task or project conversation.

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.

Triggers

Events that start workflows from this integration.

1

Task Trigger

Triggers when a task event occurs in Rocketlane. Webhooks are currently only supported for task triggers.

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