Manage client onboarding projects, tasks, time tracking, and invoices
Rocketlane is a Productivityintegration for Sim, the AI workspace where teams build and deploy AI agents. Sim's Rocketlane integration provides 64 Rocketlane 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 in Sim
Create Project
Create a new Rocketlane project with a customer, owner, dates, team members, templates, financials, and custom fields
Get Project
Retrieve a Rocketlane project by its unique identifier
List Projects
List Rocketlane projects with optional filters, sorting, and token-based pagination
Update Project
Update a Rocketlane project by ID, including name, dates, visibility, owner, status, and custom fields
Archive Project
Archive a Rocketlane project by ID, making it dormant while preserving its details and history
Delete Project
Permanently delete a Rocketlane project by ID (irreversible; only Admins, Super Users, and Project Owners can delete)
Add Project Members
Add team members and customer stakeholders to a Rocketlane project
Remove Project Members
Remove team members from a Rocketlane project
Import Template
Import a project template into an existing Rocketlane project
List Placeholders
List the placeholders of a Rocketlane project
Assign Placeholder
Assign a placeholder in a Rocketlane project to a user
Unassign Placeholder
Unassign a placeholder from its user in a Rocketlane project
Create Task
Create a new task in a Rocketlane project
Get Task
Retrieve detailed information about a Rocketlane task by its unique identifier
List Tasks
Retrieve all Rocketlane tasks with optional filters, sorting, and pagination
Update Task
Update the properties of an existing Rocketlane task by its unique identifier
Delete Task
Permanently delete a Rocketlane task by its unique identifier
Move Task to Phase
Move a Rocketlane task to a given phase, associating the task with that phase
Add Task Assignees
Add members as assignees to a Rocketlane task
Remove Task Assignees
Remove assignees from a Rocketlane task
Add Task Followers
Add members as followers to a Rocketlane task
Remove Task Followers
Remove followers from a Rocketlane task
Add Task Dependencies
Add finish-to-start dependencies between a Rocketlane task and other tasks
Remove Task Dependencies
Remove dependencies from a Rocketlane task
Create Phase
Create a new phase in a Rocketlane project
Get Phase
Retrieve a single Rocketlane phase by ID
List Phases
List phases of a Rocketlane project, with optional filters, sorting, and pagination
Update Phase
Update the name, dates, status, or privacy of an existing Rocketlane phase
Delete Phase
Permanently delete a Rocketlane phase by ID
Create Field
Create a custom field in your Rocketlane account, with options for SINGLE_CHOICE and MULTIPLE_CHOICE field types
Get Field
Retrieve a single Rocketlane field by ID
List Fields
List fields in your Rocketlane account, with optional filters, sorting, and pagination
Update Field
Update the label, description, enabled state, or privacy of an existing Rocketlane field
Delete Field
Permanently delete a Rocketlane field by ID
Add Field Option
Add a new option to an existing SINGLE_CHOICE or MULTIPLE_CHOICE Rocketlane field
Update Field Option
Update the label or color of an existing option on a SINGLE_CHOICE or MULTIPLE_CHOICE Rocketlane field
Create Time Entry
Create a time entry in Rocketlane against an adhoc activity, task, project phase, or project
Get Time Entry
Get a single Rocketlane time entry by ID
List Time Entries
List Rocketlane time entries with optional filters, sorting, and cursor-based pagination
Search Time Entries
Search Rocketlane time entries with filters, sorting, and pagination (deprecated by Rocketlane in favor of listing time entries with filters)
Update Time Entry
Update a Rocketlane time entry by ID. The activityName, notes, billable, and minutes properties can be updated
Delete Time Entry
Permanently delete a Rocketlane time entry by ID
List Time Entry Categories
List the time entry categories configured in Rocketlane
Create Time-Off
Create a time-off for a team member in Rocketlane. Holidays and weekends within the date range are automatically excluded from the duration.
Get Time-Off
Retrieve a Rocketlane time-off by its ID
List Time-Offs
List time-offs in Rocketlane with optional date, type, and user filters, sorting, and pagination
Delete Time-Off
Permanently delete a Rocketlane time-off by its ID
Get User
Retrieve a Rocketlane user by their ID
List Users
List users in your Rocketlane account, with optional filters, sorting, and pagination
Create Space
Create a new space in a Rocketlane project
Get Space
Retrieve a Rocketlane space by its ID
List Spaces
List spaces in a Rocketlane project, with optional filters, sorting, and pagination
Update Space
Update a Rocketlane space by its ID
Delete Space
Permanently delete a Rocketlane space by its ID
Create Space Document
Create a new space document in a Rocketlane space
Get Space Document
Retrieve a Rocketlane space document by its ID
List Space Documents
List space documents in a Rocketlane project, with optional filters, sorting, and pagination
Update Space Document
Update a Rocketlane space document by its ID
Delete Space Document
Permanently delete a Rocketlane space document by its ID
List Resource Allocations
List resource allocations in Rocketlane within a date range, with optional member, project, and placeholder filters, sorting, and pagination
Get Invoice
Retrieve a Rocketlane invoice by its ID
List Invoices
Search invoices in Rocketlane with date, amount, company, invoice-number, and status filters, sorting, and pagination
Get Invoice Line Items
List line items of a Rocketlane invoice
Get Invoice Payments
List payments recorded against a Rocketlane invoice
Sim's Rocketlane integration adds 64 Rocketlane tools to the AI agents you build in Sim's visual workflow builder — you build it all visually. Manage client onboarding projects, tasks, time tracking, and invoices. Teams often pair Rocketlane with Linear and Rippling in the same agent.

Build your first AI agent with Rocketlane in minutes. Connect to every tool your team uses. Free to start, no credit card required.