Rocketlane Integration — Automate Rocketlane with AI on Beauto

Collaborative customer onboarding and implementation platform for professional services teams.

Category: project management, team collaboration · 69 actions available

What you can automate with Rocketlane

Beauto connects Rocketlane with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from Rocketlane events, enrich Rocketlane data with AI, or sync Rocketlane with the rest of your stack — without writing code.

  • Sync Rocketlane data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
  • Trigger AI agents on new Rocketlane events and route the output anywhere
  • Schedule recurring Rocketlane tasks — daily reports, cleanups, or bulk updates
  • Use natural language to describe the workflow; Beauto builds it for you

Rocketlane actions Beauto supports

  • 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
  • Create Conversation — Creates a new conversation in Rocketlane. Use this to start a conversation associated with a project or other source type. You can specify members, privacy settings, and whether to include all members automatically.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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 function
  • Delete Comment By ID — Tool to delete a comment by its ID. Use when you need to permanently remove a comment from Rocketlane.
  • Delete Conversation — Tool to delete a conversation by its unique identifier. Use when you need to permanently remove a conversation from Rocketlane.
  • 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.
  • 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.
  • 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, c
  • 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.
  • 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.
  • 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).
  • 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.
  • Get All Fields — Retrieve all custom fields available in the system.
  • 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.
  • 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.
  • 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.
  • Get All Time-Offs — Tool to retrieve all time-offs from Rocketlane with advanced filtering options. Use when you need to get comprehensive time-off data including leave entries, holidays, and absences.
  • 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.
  • 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 da
  • 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.
  • Get Field By ID — Retrieve detailed information about a specific custom field using its unique identifier (fieldId).
  • 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.
  • Get Project by ID — Retrieves detailed information about a specific project using its unique identifier.
  • 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.
  • 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.

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