Rocketlane

Rocketlane + Konnectify

Rocketlane Integration with Konnectify

Connect Rocketlane to Konnectify to automate project onboarding operations—sync projects, tasks, phases, spaces, documents, and time entries across your PSA and delivery workflows.

Projects Tasks Phases Spaces Users Documents Time Tracking 16 Triggers 29 Actions

ON THIS PAGE

→ What is Rocketlane? → API & Authentication → How to connect → Triggers (16) → Actions (29) → Popular automations → FAQ

What is Rocketlane?

Rocketlane is a customer onboarding and project delivery platform used by professional services teams to plan projects, manage tasks, coordinate resources, and track execution.

With Konnectify, you can automate repeatable onboarding steps—like creating projects, importing templates, assigning tasks, and maintaining time tracking—so your delivery workflows stay consistent across tools.

New to Rocketlane?

Create an account and get your workspace ready for API access.

Visit Rocketlane →

New to Konnectify?

Create Konnectify account →

What you can automate

• Create and update projects for new customers

• Generate tasks and assign owners automatically

• Create phases and move tasks between phases

• Provision spaces and manage space documents

• Sync users and resource availability (time off)

• Track time entries and keep billing inputs up-to-date

API & Authentication

Authentication method: API Key (credentials)

Konnectify connects to Rocketlane using an API Key you generate in Rocketlane. Store the key securely and treat it like a password.

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Once connected, this integration can work with:

Projects (create, update, fetch, archive, delete, import templates)
Tasks (create, update, fetch, list, move between phases, manage assignees, delete)
Spaces, phases, and space documents (create, update, fetch, delete)
Users (monitor created/updated, search by email)
Time tracking (time entries + time off records)

Important: plan limits & rate limits

Rocketlane API availability and rate limits may vary by plan and workspace settings. If you see throttling or intermittent failures, reduce polling frequency, add filters, and implement retries/backoff in your workflow design.

API documentation: Rocketlane developer docs (if your workspace provides a dedicated API docs URL, use that link for the most accurate reference).

How to connect Rocketlane to Konnectify

Prerequisites

A Rocketlane account with permission to generate or use an API Key
Your Rocketlane API Key copied and stored securely
A Konnectify workflow (new or existing)

Add Rocketlane to a Workflow

Open Konnectify and create (or open) a workflow.
Click + Add step and choose Rocketlane.

Authorize via API Key

Select Add new connection.
Paste your Rocketlane API Key when prompted and save.

Configure the Trigger or Action

Choose a Rocketlane trigger (for automation start) or an action (for an execution step).
Fill required fields (IDs, names, project references, etc.) using static values or mapped variables.
If available, add filters (for example: project-specific phase/space/document triggers) to reduce noise.

Tip

For actions that move or update records (like tasks, phases, spaces, and documents), confirm you’re using the correct Rocketlane record IDs. Using the wrong ID can update the wrong object or fail the step.

Test the Workflow

Run a test execution to verify authentication and field mappings.
Confirm the created/updated records appear correctly in Rocketlane.

Activate the Workflow

Turn on the workflow.
Monitor the first few runs to ensure polling and updates behave as expected.

Triggers

16 total

Rocketlane triggers run via polling (Konnectify checks Rocketlane at intervals for new or updated records). Use filters where available to reduce unnecessary runs.

Projects 2 triggers

New Project Created

Triggers when a new project is created in Rocketlane.

Updated Project

Triggers when a project's details are modified.

Tasks 2 triggers

Task Created

Triggers when a new task is created in Rocketlane.

Task Updated

Triggers when a task's details are modified.

Users 2 triggers

User Created

Triggers when a new user is added to Rocketlane.

User Updated

Triggers when a user's details are modified.

Phases 2 triggers

Phase Created

Triggers when a new phase is created in Rocketlane. Optionally filter by a specific project.

Phase Updated

Triggers when a phase's details are modified. Optionally filter by a specific project.

Spaces 2 triggers

Space Created

Triggers when a new space is created in Rocketlane. Optionally filter by a specific project.

Space Updated

Triggers when a space's details are modified. Optionally filter by a specific project.

Time Tracking 6 triggers

Timeoff Created

Triggers when a new timeoff request is created in Rocketlane.

Timeoff Updated

Triggers when a timeoff request is updated (e.g., approved, rejected, modified).

Time Entry Created

Triggers when a new time entry is logged in Rocketlane.

Time Entry Updated

Triggers when a time entry is modified (e.g., hours changed, billable status updated).

Timeoff Created

Triggers when a new timeoff request is created in Rocketlane.

Timeoff Updated

Triggers when a timeoff request is updated (e.g., approved, rejected, modified).

Note: Time off and time entry triggers are listed separately in Rocketlane, but grouped here under Time Tracking.

Documents 2 triggers

Space Document Created

Triggers when a new document is added to a space/project in Rocketlane.

Space Document Updated

Triggers when a space document is modified.

Actions

29 total

Use Rocketlane actions to create, update, fetch, and delete delivery objects (projects, tasks, phases/spaces, documents, and time records).

Projects 7 actions

Create Project

Creates a new project in Rocketlane.

Archive Project By ID

Archives a specific project in Rocketlane. The project will be removed from active lists but retains its data.

Update Project

Updates the details of an existing project in Rocketlane.

Import Template to Project

Imports a specific template into an existing project in Rocketlane.

Get Project By ID

Fetches a single project from Rocketlane using its ID.

Delete Project

Permanently deletes a project from Rocketlane using its ID.

Get User By Email

Search for a user in Rocketlane using their email address.

Note: “Get User By Email” is included here for convenience in project provisioning flows.

Tasks 7 actions

Create Task

Creates a new task in a project.

Update Task

Updates the details of an existing task in Rocketlane.

Get Task By ID

Fetches a single task from Rocketlane using its ID.

Get Tasks

Fetches multiple tasks from Rocketlane, with optional filtering.

Move Task to Phase

Moves a specific task to a different phase within the same project.

Add Assignees to Task

Adds one or more users as assignees to a task in Rocketlane.

Delete Task

Permanently deletes a task from Rocketlane using its ID.

Spaces 4 actions

Create Space

Creates a new space within a specified project in Rocketlane.

Update Space

Updates the details of an existing space in Rocketlane.

Get Space By ID

Fetches a single space from Rocketlane using its ID.

Delete Space

Permanently deletes a space from Rocketlane using its ID.

Phases 4 actions

Create Phase

Creates a new phase within a specified project in Rocketlane.

Update Phase

Updates the details of an existing phase in Rocketlane.

Get Phase By ID

Fetches a single phase from Rocketlane using its ID.

Delete Phase

Permanently deletes a phase from Rocketlane using its ID.

Documents 4 actions

Create Space Document

Creates a new native or embedded document within a specific Space.

Update Space Document

Updates the name, URL, or content of an existing space document.

Get Space Document Details

Fetches details of a specific space document in Rocketlane.

Delete Space Document

Deletes a specific space document in Rocketlane using its ID.

Time Tracking 3 actions

Create Time Entry

Creates a new time entry in Rocketlane.

Update Time Entry

Updates details or re-assigns a time entry in Rocketlane.

Get Time Entry By ID

Fetches a single time entry from Rocketlane using its ID.

Delete Time Entry

Permanently deletes a time entry from Rocketlane using its ID.

Create Time Off

Creates a time-off entry for a specific user in Rocketlane.

Get Time Off Details

Fetches details of a specific time off record in Rocketlane.

Delete Time Off

Deletes a specific time off record from Rocketlane.

Note: This module includes both time entries and time off management.

Popular automations

Examples of common Rocketlane workflows you can build in Konnectify using the triggers and actions above.

Auto-import a delivery template when a project is created

Standardize onboarding by automatically applying the right Rocketlane template the moment a project is created.

New Project Created → Import Template to Project

Keep task ownership aligned when a task changes

When a task is updated, automatically add the right assignees (e.g., based on mapped user email or rules in your workflow).

Task Updated → Add Assignees to Task

Normalize time entries when they’re edited

When logged hours or billable flags change, update the time entry to enforce consistent metadata (project/task mapping, notes, etc.).

Time Entry Updated → Update Time Entry

Push updated project documents to the right space

When a space document changes, fetch its details and apply a standardized name/URL update (for embedded docs and references).

Space Document Updated → Get Space Document Details → Update Space Document

FAQ

How does Konnectify authenticate to Rocketlane?

This integration uses API Key authentication. Generate an API key in Rocketlane, then paste it into Konnectify when creating the connection. Treat the key like a password and rotate it if it’s ever exposed.

Which Rocketlane plans are supported?

Konnectify can connect to any Rocketlane plan that provides API access. If your plan restricts API keys or certain objects (projects, tasks, documents, time tracking), you may see authorization errors or missing fields.

Are Rocketlane triggers polling or webhook-based?

All triggers in this integration are polling triggers. Konnectify periodically checks Rocketlane for new or updated records (projects, tasks, phases, spaces, documents, time entries, and time off). Polling intervals depend on your Konnectify plan and workflow settings.

How do I prevent duplicates?

This connector does not include a dedicated “Upsert” action. To avoid duplicates, use one of these patterns:

Store Rocketlane record IDs in your source system (or a Konnectify datastore) and use Update actions when an ID exists.
Use Get User By Email (for users) before creating assignments.
For tasks/projects, consider using a deterministic naming convention + a lookup step in your workflow if available in your overall integration design.

How are rate limits handled?

If Rocketlane throttles requests, Konnectify may retry depending on the error response. For stability, reduce trigger frequency, filter triggers that support project scoping, and avoid large “fan-out” workflows that make many Rocketlane calls per run.

Can I connect multiple Rocketlane accounts/workspaces?

Yes. Create a separate Konnectify connection for each Rocketlane workspace/API key. Then select the correct connection in each workflow step.

What’s the best way to move tasks between phases safely?

Use Move Task to Phase only when you are sure the destination phase belongs to the same project. A common approach is:

Retrieve the task (via Get Task By ID) to confirm its project context.
Use known phase IDs from that project (or store them per template) before moving tasks.

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