Rocketlane
+
Konnectify
Rocketlane Integration with Konnectify
Connect Rocketlane’s collaborative customer onboarding and project management workflows to Konnectify to automate projects, tasks, phases, spaces, time tracking, and document updates across your stack.
Projects
Tasks
Phases
Spaces
Space Documents
Users
Time Off
Time Entries
Invoices
16 Triggers
48 Actions
What is Rocketlane?
Rocketlane is a collaborative customer onboarding and project management platform that helps teams run structured onboarding projects with clear phases, tasks, owners, and shared customer-facing spaces.
When you connect Rocketlane to Konnectify, you can keep project delivery in sync with the rest of your business systems—automating task creation, project updates, document workflows, and time tracking events.
This integration is especially useful for Customer Onboarding, Project Management, and Task coordination workflows where teams need reliable, event-driven updates without manual handoffs.
New to Rocketlane?
Create an account, set up your workspace, and generate an API key to start integrating.
Visit Rocketlane
What you can automate
•
Create and update onboarding projects when deals close in your CRM
•
Automatically create tasks and assign owners based on events in other tools
•
Move tasks between phases as milestones are completed
•
Sync space documents (URLs/content) to knowledge bases or document stores
•
Track time entries and time off updates for reporting and billing workflows
•
Look up invoices by number or due date and sync status to finance systems
API & Authentication
Authentication type: API Key
This connector uses API Key authentication. In Konnectify, you’ll paste your Rocketlane API key once when creating the connection. Konnectify stores it securely and uses it to authenticate API calls.
Required connection field
API capabilities covered
- Projects, phases, and spaces management
- Tasks (create/update/move, dependencies, assignees, followers)
- Users lookup
- Time off and time entries
- Space documents
- Invoices lookup
Important notes
- API access and available endpoints may vary by Rocketlane plan and your workspace permissions.
- All APIs can be subject to rate limits. If you see throttling, reduce polling frequency, batch downstream steps, or add retries/backoff in your workflow design.
Reference: Rocketlane API documentation (official). If your Rocketlane admin has a custom API base URL or specific limitations, follow your internal guidance.
Open Rocketlane docs
How to connect Rocketlane to Konnectify
Prerequisites
- A Rocketlane account with permission to generate/use an API key
- Your Rocketlane API Key (keep it private)
- A Konnectify workspace with permission to create connections and workflows
Add Rocketlane to a Workflow
- In Konnectify, create a new Workflow (or open an existing one).
- Click Add step and search for Rocketlane.
Authorize via API Key authentication
- Select or create a new Rocketlane connection.
- Paste your Rocketlane API Key when prompted.
- Save the connection to reuse it across workflows.
Configure the Trigger or Action
- Choose a Rocketlane trigger (e.g., New Project Created) or an action (e.g., Create Task).
- Fill in required fields (IDs, names, dates, assignees, etc.).
- Map dynamic fields from previous steps using Konnectify’s field picker.
Tip
Use “Get by ID” or “Search” actions (for projects/tasks/users) to reliably resolve IDs before running update/delete/move actions.
Test the Workflow
- Run a test with sample data (or trigger a real event in Rocketlane).
- Verify the output and confirm fields are mapped as expected.
Activate the Workflow
- Turn on the workflow to start processing live events.
- Monitor the run history for errors and performance.
Triggers
16 total
Rocketlane triggers in Konnectify are polling triggers. Konnectify checks Rocketlane at a defined interval and emits new/updated records using cursor-based tracking where supported.
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 Off
2 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 Entries
2 triggers
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).
Space 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
48 total
Use Rocketlane actions to create, update, search, move, and delete objects—plus manage assignees, followers, dependencies, and templates.
Tasks
12 actions
Create Task
Creates a new task in a project.
Update Task
Updates an existing task.
Get Task By ID
Fetches the details of a Rocketlane task using its unique ID.
Search Task By Name
Fetches a list of Rocketlane tasks that match the provided name.
Delete Task
Deletes a Rocketlane task using its unique ID.
Move Task to Phase
Moves an existing Rocketlane task to a different project phase.
Add Followers to Task by ID
Adds one or more followers to a Rocketlane task using its ID.
Remove Followers from Task by ID
Removes one or more followers from a Rocketlane task using its ID.
Add Dependencies to Task by ID
Adds one or more task dependencies to a Rocketlane task using its ID.
Remove Dependencies from Task by ID
Removes one or more task dependencies from a Rocketlane task using its ID.
Add Assignees to Task by ID
Adds one or more members or placeholders as assignees to a Rocketlane task using its ID.
Remove Assignees from Task by ID
Removes one or more members or placeholders from a Rocketlane task using its ID.
Projects
12 actions
Create Project
Creates a new project. Automatically fetches custom fields.
Update Project
Updates an existing project.
Get Project By ID
Fetches the details of a Rocketlane project using its unique ID.
Search Project By Name
Fetches a list of Rocketlane projects that match the provided name.
Delete Project
Deletes a Rocketlane project using its unique ID.
Add Members to Project by ID
Adds team members or customers to a Rocketlane project using its ID.
Archive Project [Beta]
Archives a Rocketlane project using its unique ID.
Assign Placeholders to Project
Assigns team members or customers to specific placeholders within a Rocketlane project.
Import Template to Project
Imports one or more templates into a Rocketlane project using the Project ID.
Remove Members from Project by ID
Removes team members or customers from a Rocketlane project using its ID.
Unassign Placeholders from Project
Unassigns team members or customers from specific placeholders within a Rocketlane project.
Phases
5 actions
Create Phase
Creates a new phase inside a specific project.
Update Phase
Updates an existing phase.
Get Phase By ID
Fetches the details of a Rocketlane phase using its unique ID.
Search Phase By Name
Fetches a list of Rocketlane phases that match the provided name within a specific project.
Delete Phase
Deletes a Rocketlane phase using its unique ID.
Time Off
4 actions
Create Time Off
Creates a time off record in Rocketlane.
Get Time Off By ID
Fetches the details of a Rocketlane time off entry using its unique ID.
Search Time Off By Email
Fetches a list of Rocketlane time-offs that match the provided email address.
Delete Time Off
Deletes a Rocketlane time off entry using its unique ID.
Spaces
5 actions
Create Space
Creates a new shared or private space.
Update Space
Updates an existing space's details.
Get Space By ID
Fetches the details of a Rocketlane space using its unique ID.
Search Space By Name
Fetches a list of Rocketlane spaces that match the provided name within a specific project.
Delete Space
Deletes a Rocketlane space using its unique ID.
Users
4 actions
Get User By ID
Fetches the details of a Rocketlane user using their unique ID.
Search User By Name
Fetches a list of Rocketlane users that match the provided first name.
Search User By Last Name
Fetches a list of Rocketlane users that match the provided last name.
Search User By Email
Fetches a Rocketlane user that matches the provided email address.
Time Entries
6 actions
Create Time Entry
Creates a new time tracking entry in Rocketlane.
Update Time Entry
Updates an existing time entry's details.
Get Time Entry By ID
Fetches the details of a Rocketlane time entry using its unique ID.
Search Time Entry By Email
Fetches a list of Rocketlane time entries that match the provided email address.
Search Time Entry By Activity Name
Fetches a list of Rocketlane time entries that match the provided activity name.
Delete Time Entry
Deletes a Rocketlane time entry using its unique ID.
Space Documents
5 actions
Create Space Document
Creates a new document within a specific Rocketlane Space.
Update Space Document
Updates the name, URL, or content of an existing space document.
Get Space Document By ID
Fetches the details of a Rocketlane space document using its unique ID.
Search Space Document By Name
Fetches a list of Rocketlane space documents that match the provided name within a specific project.
Delete Space Document
Deletes a Rocketlane space document using its unique ID.
Invoices
4 actions
Get Invoice By ID
Fetches the details of a Rocketlane invoice using its unique ID.
Search Invoice By Date of Issue
Fetches a list of Rocketlane invoices issued on a specific date.
Search Invoice By Due Date
Fetches a list of Rocketlane invoices due on a specific date.
Search Invoice By Number
Fetches a Rocketlane invoice using its unique Invoice Number.
Popular automations
Examples of common Rocketlane workflows you can build in Konnectify (mix and match with your other apps):
Auto-assign new projects and add members
When a new Rocketlane project is created, automatically add internal owners or customer participants based on rules.
New Project Created
→
Add Members to Project by ID
Keep tasks aligned with phase progress
When a phase is updated, move key tasks to the new phase and update assignees or dependencies.
Phase Updated
→
Move Task to Phase
→
Update Task
Sync project documentation updates
When a space document is created or updated, enrich it or propagate changes to other systems (knowledge base, wiki, or CRM notes).
Space Document Updated
→
Get Space Document By ID
→
Update Space Document
Time tracking and availability reporting
Track time entry changes and reconcile them by searching related entries or user records for reporting.
Time Entry Created
→
Search Time Entry By Email
→
Get User By ID
FAQ
How does authentication work for Rocketlane in Konnectify?
The connector uses API Key authentication. You provide a Rocketlane API key in the connection setup, and Konnectify uses it to authorize requests. Make sure the key belongs to a user with the required permissions for the objects you want to automate.
Which Rocketlane plans are supported?
Any Rocketlane plan that provides API access and the required permissions should work. If an action fails with authorization errors, confirm that your plan includes the endpoint and that the API key’s user role can access the relevant modules (projects, tasks, time tracking, invoices, etc.).
Are Rocketlane triggers instant (webhooks) or polling?
Triggers for this integration are polling-based. Konnectify periodically checks Rocketlane for changes and uses cursor tracking (where available) to reduce duplicates and missed events.
How do I prevent duplicates when creating tasks or projects?
This connector doesn’t include a dedicated “upsert” action. To prevent duplicates, use a lookup step first (for example, Search Project By Name or Search Task By Name) and then branch:
create only when no match is found; otherwise update the existing record.
What happens if Rocketlane rate limits my workflow?
If Rocketlane responds with throttling/rate limit errors, reduce trigger polling frequency, avoid unnecessary “Get by ID” calls, and add retry/backoff in Konnectify where available. For bulk changes, consider spreading operations over time rather than running large bursts.
Can I connect multiple Rocketlane accounts/workspaces?
Yes. Create multiple Rocketlane connections in Konnectify—each with a different API key. Then select the appropriate connection per workflow (or per step) depending on which Rocketlane workspace you want to automate.
How do I move a task to a different phase safely?
Use Move Task to Phase with the correct Task ID and target Phase ID. If you only have names, resolve IDs first using Search Task By Name and Search Phase By Name (scoped to the project), then perform the move and optionally run Get Task By ID to confirm the final state.
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