Rocketlane integration

Read from Rocketlane (23)

Runs automatically in any conversation.

• Get all fields

  Retrieve all custom fields available in the system.

• Get company

  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.

• Get field by id

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

• Get project by id

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

• Get task by id

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

• 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.

• 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.

• Get time entry by id

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

• Get user by id

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

• List companies

  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.

• List company fields

  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.

• List company note fields

  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.

and 11 more.

Act in Rocketlane (10)

Runs only after you enable write access.

• Archive project by id

  Archives a specific project based on its unique identifier.

• 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.

• Create task

  Creates a new task.

• 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.

• 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.

• Delete task by id

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

• Delete time entry by id

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

• 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.

• Update project by id

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

• Update time entry by id

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