ceven

Rocketlane

Syncs customer onboarding milestones with your CRM, automates task creation from project templates, and tracks implementation time entries against budget.

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Why use Ceven?

  1. AI native Rocketlane integration

    • Describe the outcome and Ceven picks the right Rocketlane calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Rocketlane data, across all 69 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Rocketlane access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Rocketlane, when, and on whose behalf.
    • The agent pauses and asks when Rocketlane is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Rocketlane.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Rocketlane action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Rocketlane, and when to use it.

Create company
Use this when a new customer signs a contract and needs a dedicated account workspace in Rocketlane.
Create task
Add a specific action item to a project. Use this for onboarding checklists or custom customer requirements.
Create time entry
Log hours spent on a task or project to track professional services utilization and billing.
List projects
Pull a list of all active and archived projects to monitor overall implementation health.
Get project by ID
Retrieve full details for a specific project including status, owner, and customer info.
Update project by ID
Change project status or update metadata when a customer moves from onboarding to live state.
List project phases
Pull all phases for a project to see which milestones are completed and which are lagging.
List companies
Retrieve a full list of all customer accounts currently managed within the workspace.
Search user by email
Find a specific team member or customer user by their email address to assign tasks.
List templates
Pull all available project templates to identify the correct one for a new customer onboarding.
Get time entries
Retrieve all logged time filtered by project or user to calculate actual versus estimated effort.
Archive project by ID
Move a completed implementation project to the archive to clean up the active dashboard.
Delete Project
This tool allows users to permanently delete a project in rocketlane. it requires a valid project id and appropriate permissions (admins, super users, and project owners). note that deletion is irreversible; therefore, consider using archiv
Delete Task By ID
Delete a specific task using its unique identifier (taskid).
Delete Time Entry by ID
Delete a specific time entry using its unique identifier (timeentryid).
Get All Fields
Retrieve all custom fields available in the system.
Get Company
This tool retrieves detailed information about a specific company/account in rocketlane by its id. it provides comprehensive information about the company including its status, address, currency, created date, updated date, custom fields, a
Get Field By ID
Retrieve detailed information about a specific custom field using its unique identifier (fieldid).
Get Task By Id
Retrieve extensive information about a specific task using the task's unique identifier (taskid).
Get Template By ID
Retrieve detailed information about a specific template using its unique identifier (templateid). note: the exact api endpoint and response structure need to be verified from the official rocketlane api documentation.
Get Time Entry By ID
Retrieve detailed information about a specific time entry using its unique identifier (timeentryid).
Get User By ID
Retrieve detailed information about a specific user using their unique identifier (userid).
List Company Fields
This tool retrieves a list of all available company/account fields in rocketlane. these fields represent the various attributes and properties that can be associated with companies/accounts in the rocketlane system.
List Company Note Fields
This tool retrieves a list of all available note fields for companies in rocketlane. company note fields are custom fields that can be added to company/account notes for better organization and data collection. it provides details such as f
List Currencies
Returns a predefined list of commonly used currencies since rocketlane api doesn't provide a dedicated currencies endpoint. this list includes major global currencies with their codes, names, and symbols.
List Customer Users
List customer users.
List Project Fields
This tool retrieves a list of all project fields in rocketlane, including both default and custom fields. it provides definitions, metadata, and configuration details for each field, which is essential for understanding project structure, m
List Task Fields
This tool retrieves a list of all task fields in rocketlane. it allows users to get comprehensive field data and details for tasks, and supports various query parameters for filtering, pagination, and sorting.
List Users
This tool retrieves all users in the rocketlane instance. it is an independent action that does not require any resource ids or external dependencies. the endpoint returns detailed user information including user ids, emails, names, roles,
List Vendor Users
List vendor users by filtering users with type 'partner'. this action retrieves users from the /api/1.0/users endpoint and applies a filter. the filter used is "type:equal:partner".

30 actions · scroll to see them all

Frequently asked questions

Ceven can access your full library of Rocketlane templates through the List Templates action. When a workflow is triggered by a new sale in your CRM, the agent identifies the correct template based on the product sold and uses it to spin up a new project. This ensures that every customer gets the exact set of tasks and milestones required for their specific package without an implementation manager having to manually copy and paste tasks. The agent can then further customize the project by updating specific dates or assigning team members based on the current resource availability in your workspace.
Yes. Ceven uses the Create Time Entry action to log hours on behalf of users or automate the logging of time based on other triggers. For example, when a task is marked complete in a different tool, Ceven can automatically log the estimated time to that task in Rocketlane. It can also pull all time entries for a specific project and compare them against the budget defined in your project fields. This allows you to build automated alerts that notify leadership when a project is approaching its allocated hour limit before it becomes a margin issue.
Ceven can create companies and list customer users to ensure the right people have access to the project board. When a new company is created, the agent can use the Search User by Email action to check if the customer contact already exists in your system. If they do not, the workflow can trigger a notification to the account manager to invite them. This prevents duplicate records and ensures that the collaborative nature of Rocketlane is maintained by having the correct stakeholders attached to the project from day one of the implementation.
It is important to note that the Delete Project action in Rocketlane is permanent and irreversible. Because of this risk, Ceven typically defaults to using the Archive Project action for most workflows. The API requires high level permissions for deletion, meaning only admins or project owners can execute this command. If a workflow attempts to delete a project without these specific permissions, the Rocketlane API will return a four zero three forbidden error. We recommend using archiving to maintain a historical audit trail of your customer onboarding journeys while keeping your active view clean.
Yes. Ceven can retrieve all custom fields using the Get All Fields action to understand the schema of your workspace. Once the field IDs are identified, the agent can use the Update Project or Update Company actions to push data into those specific fields. This is particularly useful for syncing data from a CRM, such as the total contract value or the industry vertical, directly into the Rocketlane project. This gives the implementation team full context about the customer without them needing to switch back and forth between different software tools during the project.
When calling the List Projects or Get Time Entries actions, Rocketlane returns data in pages. Ceven handles this automatically by detecting the pagination tokens in the API response and making subsequent requests until all requested records are retrieved. For very large accounts with thousands of projects, the agent manages these calls in the background so the user only sees the final aggregated result. This ensures that reports on overall portfolio health or total time spent across all customers are accurate and complete regardless of the volume of data.
Ceven has deep integration with project phases. By using the List Project Phases action, the agent can see exactly where a customer is in their journey. You can build workflows that trigger specific actions when a phase moves from planned to completed. For instance, when the Discovery phase is marked done, Ceven can automatically create a set of tasks for the Configuration phase or send an automated email to the customer confirming that the first milestone has been reached. This keeps the momentum high and ensures a seamless transition between different stages of onboarding.
Ceven connects to Rocketlane using secure API tokens. During the setup process, you provide the API key generated from your Rocketlane settings. This key is encrypted at rest and is only used to authenticate requests sent from the Ceven workflow engine to the Rocketlane API. The agent operates within the permission scope of the user who generated the token. If that user is an admin, the agent can perform administrative tasks like creating companies or archiving projects. You can rotate this key at any time in your Rocketlane dashboard to immediately invalidate previous sessions.

Alternatives to Rocketlane

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

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