Add Assignee To Task
Add assignees to a task by task ID. Assigns one or more users to a specific task.
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Integrate Rocketlane
with your AI CRM
Collaborative customer onboarding and implementation platform for professional services teams.
Explore Triggers and Actions
Add Field Option
Add a labeled and colored option to a SINGLE_CHOICE or MULTIPLE_CHOICE field, or a tag to a NOTE field.
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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.
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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.
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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.
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Archive Project by ID
Archives a specific project based on its unique identifier.
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Create Comment
Create a comment on a Rocketlane task or project conversation, optionally attaching files previously uploaded with ROCKETLANE_UPLOAD_FILE.
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Create Company
Submit a request to create a customer company account in Rocketlane using POST /api/companies.
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Create Conversation
Create a Rocketlane conversation associated with a project. You can specify members, privacy settings, and whether to include all members automatically.
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Create Field
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.
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Create Phase
Tool to create a new phase in a Rocketlane project. Use when you need to add a new phase to an existing project with specified timeline and configuration.
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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.
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Create Project Folder
Create a folder in a Rocketlane project.
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Create Space
Creates a new space for a given project in Rocketlane. Use when you need to create a collaborative workspace within a project with specific privacy settings.
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Create Space Document
Tool to create a new space document in Rocketlane. Use when you need to add documents to a project space, either as native Rocketlane documents or embedded links from external sources.
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Create Task
Creates a new task.
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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.
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Delete Comment By ID
Tool to delete a comment by its ID. Use when you need to permanently remove a comment from Rocketlane.
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Delete Conversation
Tool to delete a conversation by its unique identifier. Use when you need to permanently remove a conversation from Rocketlane.
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Delete Field
Tool to permanently delete a custom field using its unique identifier. Use when a field is no longer required and should be removed from the system.
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Delete File
Permanently delete a Rocketlane project file.
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Delete Phase
Permanently delete a phase from the project using its unique identifier (phaseId). Use when you need to remove a phase that is no longer needed.
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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.
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Delete Project Folder
Permanently delete a Rocketlane project folder. Default folders cannot be deleted.
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Delete Space
Tool to permanently delete a space from a project by its ID. Use when you need to remove a space from the Rocketlane system. Note: This operation is permanent and cannot be undone.
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Delete Space Document
Tool to permanently delete a space document by its ID. Use when you need to remove a space document from the system.
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Delete Task By ID
Delete a specific task using its unique identifier (taskId).
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Delete Time Entry by ID
Delete a specific time entry using its unique identifier (timeEntryId).
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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.
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Get All Fields
Retrieve all custom fields available in the system.
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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.
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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.
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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.
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Get All Time-Offs
Retrieve Rocketlane time-off records with pagination and sorting options.
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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.
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Get Company
Retrieve a Rocketlane customer company by its numeric ID. Use this to look up account details and custom fields; an unknown company ID returns a not-found error.
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Get Conversation
Tool to retrieve detailed information about a conversation by its ID. Use when you need to get conversation details including name, description, members, and source information.
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Get Field By ID
Retrieve detailed information about a specific custom field using its unique identifier (fieldId).
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Get File
Retrieve a Rocketlane project file by its unique identifier.
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Get Phase by ID
Tool to retrieve extensive information about a specific phase by its unique identifier. Use when you need detailed phase data for project management operations.
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Get Project by ID
Retrieves detailed information about a specific project using its unique identifier.
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Get Project Folder
Retrieve a Rocketlane project folder by its unique identifier.
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Get Space by ID
Tool to retrieve detailed information about a specific space using its unique identifier. Use when you need to fetch space details including associated project, creation time, and privacy settings.
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Get Task By Id
Retrieve extensive information about a specific task using the task's unique identifier (taskId).
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Get Template By ID
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.
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Get Time Entries
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.
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Get Time Entry By ID
Retrieve detailed information about a specific time entry using its unique identifier (timeEntryId).
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Get Time Entry Categories
Retrieve a page of Rocketlane time entry categories for creating or filtering time entries. The action does not accept a pagination token to fetch subsequent pages.
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Get User By ID
Retrieve detailed information about a specific user using their unique identifier (userId).
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List Companies
Retrieve a list of customer companies from Rocketlane without specifying resource IDs or additional parameters. The result contains the first response page, with company IDs, names, and available type and domain details.
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List Currencies
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.
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List Project Files
List one cursor-controlled page of files in a Rocketlane project or folder.
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List Project Folders
List one page of folders in a Rocketlane project. Use the returned opaque cursor to continue, supplying the project ID on each call.
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List Project Phases
List a page of Rocketlane project phases for a required project ID. Filter by phase name and dates, and use sorting and pagination options.
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List Projects
List a page of Rocketlane projects, with pagination and optional sorting and archive settings. Results include project identifiers, names, status, creation dates, and other available metadata.
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List Templates
Retrieve one page of Rocketlane PROJECT, DOCUMENT, or TASK templates. Pagination is retained through nextPageToken. Rocketlane's public listing endpoint does not support STATUS_UPDATE templates or reliable unfiltered full-catalog listing.
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List Users
Retrieves a page of users in the Rocketlane instance, including user IDs, emails, names, types, and statuses. Supports pagination and sorting; a next-page token may be returned.
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Move Task To Given Phase
Tool to move a task to a different phase by task ID and phase ID. Use when tasks need to be reorganized across different project phases.
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Remove Assignees From Task
Tool to remove assignees from a task by its unique identifier. Use when you need to remove team members from a specific task.
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Remove Dependencies From Task
Tool to remove dependencies from a task by ID. Use when you need to unlink dependency relationships between tasks.
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Remove Followers From Task
Tool to remove followers from a task by task ID. Use when you need to remove one or more followers from a specific task.
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Remove Members from Conversation
Remove members from a conversation in Rocketlane. Use this when you need to remove team members or stakeholders from an existing conversation.
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Retrieve Subscription Details
Retrieves detailed information about the current subscription.
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Search Files
Search one page of Rocketlane project files by project or folder scope and file-name filters; continue with the returned cursor and a project or folder scope until has_more is false. Recently changed files may take a few seconds to appear.
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Search Invoices
Retrieve a page of invoices accessible to the authenticated user, with pagination information when provided. Invoice details can include numbers, dates, amounts, status, and associated customer and project information.
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Search Time Entries
Tool to search time entries with filters in Rocketlane. Use when you need to find specific time entries based on criteria like date ranges, project, user, billable status, or duration. Supports advanced filtering using field.operator=value format (e.g., date.gt=2023-02-11, minutes.eq=250).
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Search User By Email
Search User By Email Id.
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Update Company
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.
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Update Conversation
Tool to update an existing conversation in Rocketlane by its ID. Use when you need to modify conversation details like name, description, or member inclusion settings.
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Update Field
Tool to update field information by ID. Updates field properties including label, description, privacy settings, and enabled status. Use when you need to modify existing field metadata.
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Update Field Option
Update the label or color of an option in a SINGLE_CHOICE or MULTIPLE_CHOICE field, or a tag in a NOTE field.
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Update File
Rename a Rocketlane project file.
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Update Phase
Tool to update phase information by phase ID. Use when you need to modify phase details such as name, dates, status, or privacy settings for an existing project phase.
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Update Project By Id
Updates an existing project's details using its unique identifier.
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Update Project Folder
Update a Rocketlane project folder's name, privacy setting, or both.
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Update Space
Tool to update space details by its unique identifier. Use when you need to update space properties such as name or privacy settings.
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Update Space Document
Update a Rocketlane space document's name and optionally its embedded URL by document ID.
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Update Task by ID
Tool to update task details by ID. Use when you need to modify task information such as name, dates, status, progress, or custom fields.
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Update Time Entry by ID
Update existing time entry details using its unique identifier (timeEntryId).
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Upload File
Upload a file to a Rocketlane project folder.
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Upload Project File and Attach to Comment (Deprecated)
Deprecated: Upload a file to a project folder and create a task or project conversation comment with the file as a native attachment. If the comment outcome is ambiguous or readback fails, the uploaded file may remain.
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How the Rocketlane integration works
The Rocketlane integration connects your Dench AI CRM directly to Rocketlane, so agents can read and act on your Rocketlane data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
81 actions are available for agents to invoke on your behalf. Every call runs through Rocketlane's own authorization, scoped to the account you connect.
Set up Rocketlane in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Rocketlane and click Connect — you'll authorize access through Rocketlane's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Rocketlane in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Rocketlane integration work with Dench?
The Dench Rocketlane integration connects your AI CRM to Rocketlane, so AI agents can work with your Rocketlane data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Rocketlane via Dench?
The Rocketlane integration currently exposes 81 actions, including Add Assignee To Task, Add Field Option, Add Followers To Task, Add Members to Conversation, Add Members to Project, and Archive Project by ID. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Rocketlane to Dench?
No. You connect Rocketlane from your Dench workspace using Rocketlane's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Rocketlane integration secure?
Connections are authorized through Rocketlane's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Rocketlane connection from your workspace settings at any time.