What can I automate with Rocketlane in Sim?

You can create project, get project, list projects, update project, and archive project with Rocketlane in Sim, plus 59 more Rocketlane tools listed on this page. Each runs as a tool inside an AI agent, so the agent can combine Rocketlane with any other connected service and apply LLM reasoning between steps.

How do I connect Rocketlane to Sim?

(1) Create a free account at sim.ai. (2) Create an agent in your workspace. (3) Drag a Rocketlane block onto the workflow builder. (4) Paste your Rocketlane API key to authenticate. (5) Pick a tool such as "Create Project", wire up its inputs, and click Run.

How do I create project with Rocketlane in Sim?

Add a Rocketlane block to your agent and select "Create Project" as the tool. Create a new Rocketlane project with a customer, owner, dates, team members, templates, financials, and custom fields. Fill in the required fields. Inputs can reference outputs from earlier steps, such as text generated by an AI block or data fetched from another integration.

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Rocketlane integration for AI agents

Manage client onboarding projects, tasks, time tracking, and invoices

View docs

Last updated October 14, 2026

What Sim agents can do with Rocketlane

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.

Category: Productivity
Authentication: API key
Tools: 64
Triggers: 0
Documentation: Rocketlane docs

How to automate Rocketlane with Sim

Create a free account
Sign up at sim.ai in seconds. No credit card required. Your workspace is ready immediately.
Add a Rocketlane block
Open your workspace, drag a Rocketlane block onto the workflow builder, and paste in your Rocketlane API key.
Configure, connect, and run
Pick the tool you need, wire in an AI agent for reasoning or data transformation, and run. Your Rocketlane automation is live.

Agent templates

Ready-to-use templates featuring Rocketlane. Click any to build it instantly.

Rocketlane tools

64 Rocketlane tools available to Sim agents.

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

Frequently asked questions

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.