All integrations

Rocketlane

PROJECT MANAGEMENT · TASKS

Projects, phases, tasks, time entries and budgets for the clients they onboard.

Connecting Rocketlane in practice

Rocketlane’s pagination tokens expire: a nextPageToken is valid for 15 minutes, so an agent that pauses mid-walk through a large project or task list has to start the walk again rather than resume it. Page size is capped at 100 — a larger pageSize is treated as 100 — and the Companies API returns CUSTOMER companies only, so partner companies are simply absent.

Scopes that draw scrutiny

  • api-key header Rocketlane authenticates with a single api-key header and defines no scopes, so one credential covers projects, tasks, time entries, invoices and resource allocations alike.
  • Invoice and invoice-payment endpoints Reading invoices, their line items and their payments exposes client billing detail through the same key used for project reads.
  • Time-off and resource-allocation endpoints Staff availability and absence records — HR-adjacent data that a project-automation integration rarely needs but always receives.

Worth knowing

  • Webhook delivery counts as successful only on 200 OK or 204 No Content, and a POST with no response within 10 seconds is treated as failed, so a slow receiver loses events.
  • Rocketlane guarantees exactly one delivery per event but explicitly does not guarantee chronological order, so handlers have to be order-independent rather than idempotent alone.
  • Custom fields are filtered with company.field.<custom_field_id>.operator=value, which means an integration has to resolve field ids first and cannot filter by field name.
  • Every response carries X-Request-Id, and that is the identifier Rocketlane support asks for when a specific call misbehaved.
  • The API version is in the path (/api/1.0/); Rocketlane promises backward-compatible changes inside a version and a version bump for anything else.

Checked against API overview (2026-09-29), Pagination (2026-09-29), Webhook delivery (2026-09-29), Get all companies (2026-09-29)

Acts as the person, not as itself

Each user connects their own account. Every call carries both identities — the agent and the person it is acting for — so the agent can never reach past what that individual can already do.

Credentials never touch the agent

Tokens live in the vault and attach server-side at call time. The agent holds a session, not a secret, and revoking access does not mean rotating a key.

Every call on the record

Who asked, which agent acted, which action ran, and the verdict that let it through — one audit trail across every integration, not one per vendor.

What an agent can do

Each action is granted on its own. An agent allowed to read is not thereby allowed to write, and the scope beside each row is what the acting user must have connected for it to run at all.

rocketlane_delete_1_0_budgets_by_budgetidWRITE

Delete budget via DELETE /1.0/budgets/{budgetId}

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rocketlane_delete_1_0_comments_by_commentidWRITE

Delete comment via DELETE /1.0/comments/{commentId}

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rocketlane_delete_1_0_companies_by_companyidWRITE

Delete company via DELETE /1.0/companies/{companyId}

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rocketlane_delete_1_0_conversations_by_conversationidWRITE

Delete conversation via DELETE /1.0/conversations/{conversationId}

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rocketlane_delete_1_0_fields_by_fieldidWRITE

Delete field via DELETE /1.0/fields/{fieldId}

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rocketlane_delete_1_0_phases_by_phaseidWRITE

Delete phase via DELETE /1.0/phases/{phaseId}

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rocketlane_delete_1_0_projects_by_projectidWRITE

Delete project via DELETE /1.0/projects/{projectId}

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rocketlane_delete_1_0_space_documents_by_spacedocumentidWRITE

Delete space document via DELETE /1.0/space-documents/{spaceDocumentId}

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rocketlane_delete_1_0_spaces_by_spaceidWRITE

Delete space via DELETE /1.0/spaces/{spaceId}

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rocketlane_delete_1_0_tasks_by_taskidWRITE

Delete task via DELETE /1.0/tasks/{taskId}

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rocketlane_delete_1_0_time_entries_by_timeentryidWRITE

Delete time entry via DELETE /1.0/time-entries/{timeEntryId}

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rocketlane_delete_1_0_time_offs_by_timeoffidWRITE

Delete timeoff via DELETE /1.0/time-offs/{timeOffId}

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rocketlane_get_1_0_budgetsREAD

Search budgets via GET /1.0/budgets

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rocketlane_get_1_0_budgets_by_budgetidREAD

Get budget via GET /1.0/budgets/{budgetId}

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rocketlane_get_1_0_commentsREAD

Get comments via GET /1.0/comments

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rocketlane_get_1_0_comments_by_commentidREAD

Get comment via GET /1.0/comments/{commentId}

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rocketlane_get_1_0_companiesREAD

Get all companies via GET /1.0/companies

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rocketlane_get_1_0_companies_by_companyidREAD

Get company via GET /1.0/companies/{companyId}

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rocketlane_get_1_0_conversationsREAD

Get all conversations via GET /1.0/conversations

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rocketlane_get_1_0_conversations_by_conversationidREAD

Get conversation via GET /1.0/conversations/{conversationId}

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rocketlane_get_1_0_custom_revenue_recognition_configsREAD

Get all custom revenue recognition configs via GET /1.0/custom-revenue-recognition-configs

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rocketlane_get_1_0_custom_revenue_recognition_configs_by_customrevenuerecognitionconfigidREAD

Get custom revenue recognition config via GET /1.0/custom-revenue-recognition-configs/{customRevenueRecognitionConfigId}

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rocketlane_get_1_0_fieldsREAD

Get all fields via GET /1.0/fields

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rocketlane_get_1_0_fields_by_fieldidREAD

Get field via GET /1.0/fields/{fieldId}

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rocketlane_get_1_0_invoicesREAD

Search invoices via GET /1.0/invoices

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rocketlane_get_1_0_invoices_by_invoiceidREAD

Get invoice via GET /1.0/invoices/{invoiceId}

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rocketlane_get_1_0_invoices_by_invoiceid_linesREAD

Get invoice line items via GET /1.0/invoices/{invoiceId}/lines

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rocketlane_get_1_0_invoices_by_invoiceid_paymentsREAD

Get invoice payments via GET /1.0/invoices/{invoiceId}/payments

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rocketlane_get_1_0_phasesREAD

Get all phases via GET /1.0/phases

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rocketlane_get_1_0_phases_by_phaseidREAD

Get phase via GET /1.0/phases/{phaseId}

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rocketlane_get_1_0_projectsREAD

Get all projects via GET /1.0/projects

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rocketlane_get_1_0_projects_by_projectidREAD

Get project via GET /1.0/projects/{projectId}

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rocketlane_get_1_0_resource_allocationsREAD

Get all resource allocations via GET /1.0/resource-allocations

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rocketlane_get_1_0_space_documentsREAD

Get all space documents via GET /1.0/space-documents

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rocketlane_get_1_0_space_documents_by_spacedocumentidREAD

Get space document via GET /1.0/space-documents/{spaceDocumentId}

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rocketlane_get_1_0_spacesREAD

Get all spaces via GET /1.0/spaces

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rocketlane_get_1_0_spaces_by_spaceidREAD

Get space via GET /1.0/spaces/{spaceId}

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rocketlane_get_1_0_tasksREAD

Get all tasks via GET /1.0/tasks

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rocketlane_get_1_0_tasks_by_taskidREAD

Get task via GET /1.0/tasks/{taskId}

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rocketlane_get_1_0_time_entriesREAD

Get all time entries via GET /1.0/time-entries

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rocketlane_get_1_0_time_entries_by_timeentryidREAD

Get time entry via GET /1.0/time-entries/{timeEntryId}

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rocketlane_get_1_0_time_entries_categoriesREAD

Get time entry categories via GET /1.0/time-entries/categories

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rocketlane_get_1_0_time_entries_searchREAD

Search time entries via GET /1.0/time-entries/search

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rocketlane_get_1_0_time_offsREAD

Get all timeoffs via GET /1.0/time-offs

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rocketlane_get_1_0_time_offs_by_timeoffidREAD

Get timeoff via GET /1.0/time-offs/{timeOffId}

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rocketlane_get_1_0_usersREAD

Get all users via GET /1.0/users

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rocketlane_get_1_0_users_by_useridREAD

Get user via GET /1.0/users/{userId}

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rocketlane_post_1_0_budgetsWRITE

Create budget via POST /1.0/budgets

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rocketlane_post_1_0_commentsWRITE

Create comment via POST /1.0/comments

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rocketlane_post_1_0_companiesWRITE

Create company via POST /1.0/companies

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rocketlane_post_1_0_companies_by_companyid_add_notesWRITE

Create company note via POST /1.0/companies/{companyId}/add-notes

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rocketlane_post_1_0_conversationsWRITE

Create conversation via POST /1.0/conversations

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rocketlane_post_1_0_conversations_by_conversationid_add_membersWRITE

Add members to conversation via POST /1.0/conversations/{conversationId}/add-members

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rocketlane_post_1_0_conversations_by_conversationid_remove_membersWRITE

Remove members from conversation via POST /1.0/conversations/{conversationId}/remove-members

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rocketlane_post_1_0_fieldsWRITE

Create field via POST /1.0/fields

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rocketlane_post_1_0_fields_by_fieldid_add_optionWRITE

Add field option via POST /1.0/fields/{fieldId}/add-option

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rocketlane_post_1_0_fields_by_fieldid_update_optionWRITE

Update field option via POST /1.0/fields/{fieldId}/update-option

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rocketlane_post_1_0_phasesWRITE

Create phase via POST /1.0/phases

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rocketlane_post_1_0_projectsWRITE

Create project via POST /1.0/projects

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rocketlane_post_1_0_projects_by_projectid_add_membersWRITE

Add members via POST /1.0/projects/{projectId}/add-members

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rocketlane_post_1_0_projects_by_projectid_archiveWRITE

Archive project via POST /1.0/projects/{projectId}/archive

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rocketlane_post_1_0_projects_by_projectid_assign_placeholdersWRITE

Assign placeholders via POST /1.0/projects/{projectId}/assign-placeholders

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rocketlane_post_1_0_projects_by_projectid_get_placeholdersWRITE

Get placeholders via POST /1.0/projects/{projectId}/get-placeholders

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rocketlane_post_1_0_projects_by_projectid_import_templateWRITE

Import template via POST /1.0/projects/{projectId}/import-template

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rocketlane_post_1_0_projects_by_projectid_remove_membersWRITE

Remove members via POST /1.0/projects/{projectId}/remove-members

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rocketlane_post_1_0_projects_by_projectid_unassign_placeholdersWRITE

Unassign placeholders via POST /1.0/projects/{projectId}/unassign-placeholders

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rocketlane_post_1_0_space_documentsWRITE

Create space document via POST /1.0/space-documents

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rocketlane_post_1_0_spacesWRITE

Create space via POST /1.0/spaces

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rocketlane_post_1_0_tasksWRITE

Create task via POST /1.0/tasks

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rocketlane_post_1_0_tasks_by_taskid_add_assigneesWRITE

Add assignee to task via POST /1.0/tasks/{taskId}/add-assignees

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rocketlane_post_1_0_tasks_by_taskid_add_dependenciesWRITE

Add dependencies to task via POST /1.0/tasks/{taskId}/add-dependencies

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rocketlane_post_1_0_tasks_by_taskid_add_followersWRITE

Add followers to task via POST /1.0/tasks/{taskId}/add-followers

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rocketlane_post_1_0_tasks_by_taskid_move_phaseWRITE

Move task to given phase via POST /1.0/tasks/{taskId}/move-phase

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rocketlane_post_1_0_tasks_by_taskid_remove_assigneesWRITE

Remove assignees from task via POST /1.0/tasks/{taskId}/remove-assignees

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rocketlane_post_1_0_tasks_by_taskid_remove_dependenciesWRITE

Remove dependencies from task via POST /1.0/tasks/{taskId}/remove-dependencies

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rocketlane_post_1_0_tasks_by_taskid_remove_followersWRITE

Remove followers from task via POST /1.0/tasks/{taskId}/remove-followers

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rocketlane_post_1_0_time_entriesWRITE

Create time entry via POST /1.0/time-entries

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rocketlane_post_1_0_time_offsWRITE

Create timeoff via POST /1.0/time-offs

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rocketlane_put_1_0_budgets_by_budgetidWRITE

Update budget via PUT /1.0/budgets/{budgetId}

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rocketlane_put_1_0_budgets_by_budgetid_manual_revenue_recognition_configsWRITE

Update budget manual revenue recognition configs via PUT /1.0/budgets/{budgetId}/manual-revenue-recognition-configs

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rocketlane_put_1_0_budgets_by_budgetid_milestone_revenue_recognition_configsWRITE

Update budget milestone revenue recognition configs via PUT /1.0/budgets/{budgetId}/milestone-revenue-recognition-configs

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rocketlane_put_1_0_comments_by_commentidWRITE

Update comment via PUT /1.0/comments/{commentId}

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rocketlane_put_1_0_companies_by_companyidWRITE

Update company via PUT /1.0/companies/{companyId}

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rocketlane_put_1_0_conversations_by_conversationidWRITE

Update conversation via PUT /1.0/conversations/{conversationId}

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rocketlane_put_1_0_fields_by_fieldidWRITE

Update field via PUT /1.0/fields/{fieldId}

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rocketlane_put_1_0_phases_by_phaseidWRITE

Update phase via PUT /1.0/phases/{phaseId}

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rocketlane_put_1_0_projects_by_projectidWRITE

Update project via PUT /1.0/projects/{projectId}

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rocketlane_put_1_0_space_documents_by_spacedocumentidWRITE

Update space document via PUT /1.0/space-documents/{spaceDocumentId}

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rocketlane_put_1_0_spaces_by_spaceidWRITE

Update space via PUT /1.0/spaces/{spaceId}

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rocketlane_put_1_0_tasks_by_taskidWRITE

Update task via PUT /1.0/tasks/{taskId}

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rocketlane_put_1_0_time_entries_by_timeentryidWRITE

Update time entry via PUT /1.0/time-entries/{timeEntryId}

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Put Rocketlane behind one governed endpoint.

Same permissions, same audit trail, whatever else you connect next.