Manage client onboarding projects, tasks, time tracking, and invoices
Rocketlane is a Sim integration in the Productivity category. Sim is the AI workspace where teams build and deploy AI agents. Sim's Rocketlane integration provides 64 tools that AI agents can use inside Sim's visual workflow builder. Rocketlane connects with an API key. Free to start at sim.ai.
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Integrate Rocketlane into your workflow. Rocketlane is a professional-services automation platform for client onboarding and project delivery. Create and manage projects, tasks, phases, custom fields, time entries, time-offs, spaces, documents, resource allocations, and invoices.
Sign up at sim.ai in seconds. No credit card required. Your workspace is ready immediately.
Open your workspace, drag a Rocketlane block onto the workflow builder, and paste in your Rocketlane API key.
Pick the tool you need, wire in an AI agent for reasoning or data transformation, and run. Your Rocketlane automation is live.
Ready-to-use templates featuring Rocketlane. Click any to build it instantly.
64 Rocketlane tools available to Sim agents.
Create a new Rocketlane project with a customer, owner, dates, team members, templates, financials, and custom fields
Retrieve a Rocketlane project by its unique identifier
List Rocketlane projects with optional filters, sorting, and token-based pagination
Update a Rocketlane project by ID, including name, dates, visibility, owner, status, and custom fields
Archive a Rocketlane project by ID, making it dormant while preserving its details and history
Permanently delete a Rocketlane project by ID (irreversible; only Admins, Super Users, and Project Owners can delete)
Add team members and customer stakeholders to a Rocketlane project
Remove team members from a Rocketlane project
Import a project template into an existing Rocketlane project
List the placeholders of a Rocketlane project
Assign a placeholder in a Rocketlane project to a user
Unassign a placeholder from its user in a Rocketlane project
Create a new task in a Rocketlane project
Retrieve detailed information about a Rocketlane task by its unique identifier
Retrieve all Rocketlane tasks with optional filters, sorting, and pagination
Update the properties of an existing Rocketlane task by its unique identifier
Permanently delete a Rocketlane task by its unique identifier
Move a Rocketlane task to a given phase, associating the task with that phase
Add members as assignees to a Rocketlane task
Remove assignees from a Rocketlane task
Add members as followers to a Rocketlane task
Remove followers from a Rocketlane task
Add finish-to-start dependencies between a Rocketlane task and other tasks
Remove dependencies from a Rocketlane task
Create a new phase in a Rocketlane project
Retrieve a single Rocketlane phase by ID
List phases of a Rocketlane project, with optional filters, sorting, and pagination
Update the name, dates, status, or privacy of an existing Rocketlane phase
Permanently delete a Rocketlane phase by ID
Create a custom field in your Rocketlane account, with options for SINGLE_CHOICE and MULTIPLE_CHOICE field types
Retrieve a single Rocketlane field by ID
List fields in your Rocketlane account, with optional filters, sorting, and pagination
Update the label, description, enabled state, or privacy of an existing Rocketlane field
Permanently delete a Rocketlane field by ID
Add a new option to an existing SINGLE_CHOICE or MULTIPLE_CHOICE Rocketlane field
Update the label or color of an existing option on a SINGLE_CHOICE or MULTIPLE_CHOICE Rocketlane field
Create a time entry in Rocketlane against an adhoc activity, task, project phase, or project
Get a single Rocketlane time entry by ID
List Rocketlane time entries with optional filters, sorting, and cursor-based pagination
Search Rocketlane time entries with filters, sorting, and pagination (deprecated by Rocketlane in favor of listing time entries with filters)
Update a Rocketlane time entry by ID. The activityName, notes, billable, and minutes properties can be updated
Permanently delete a Rocketlane time entry by ID
List the time entry categories configured in Rocketlane
Create a time-off for a team member in Rocketlane. Holidays and weekends within the date range are automatically excluded from the duration.
Retrieve a Rocketlane time-off by its ID
List time-offs in Rocketlane with optional date, type, and user filters, sorting, and pagination
Permanently delete a Rocketlane time-off by its ID
Retrieve a Rocketlane user by their ID
List users in your Rocketlane account, with optional filters, sorting, and pagination
Create a new space in a Rocketlane project
Retrieve a Rocketlane space by its ID
List spaces in a Rocketlane project, with optional filters, sorting, and pagination
Update a Rocketlane space by its ID
Permanently delete a Rocketlane space by its ID
Create a new space document in a Rocketlane space
Retrieve a Rocketlane space document by its ID
List space documents in a Rocketlane project, with optional filters, sorting, and pagination
Update a Rocketlane space document by its ID
Permanently delete a Rocketlane space document by its ID
List resource allocations in Rocketlane within a date range, with optional member, project, and placeholder filters, sorting, and pagination
Retrieve a Rocketlane invoice by its ID
Search invoices in Rocketlane with date, amount, company, invoice-number, and status filters, sorting, and pagination
List line items of a Rocketlane invoice
List payments recorded against a Rocketlane invoice
Sim's Rocketlane integration adds 64 tools to the AI agents you build in Sim's visual workflow builder. Manage client onboarding projects, tasks, time tracking, and invoices.
