+Beyond-Bot.ai + rocketlane
Collaborative customer onboarding and implementation platform for professional services teams.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to rocketlane.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in rocketlane.
Trigger Workflows
Start automated workflows in rocketlane based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within rocketlane.
Rocketlane Create Company
Creates a new company (account) in rocketlane. this action allows you to create a new company/account in your rocketlane workspace. it complements existing company-related actions by providing the ability to register new accounts using the post /api/v2/companies endpoint.
Rocketlane Create Time Entry
Tool to create a new time entry in rocketlane. this endpoint allows users to log time spent on tasks or projects. it complements the existing rocketlane get time entries action and enables complete time tracking functionality within the rocketlane integration.
Rocketlane 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 archival if future access might be needed.
Rocketlane 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, and other relevant metadata.
Rocketlane Get Time Entries
Tool to retrieve all time entries from rocketlane. it provides endpoints to get time entries with support for pagination, filtering by project id, user id, start and end dates. this allows tracking of time spent on various tasks, generating reports, and analyzing team productivity.
Rocketlane List Companies
This tool retrieves a list of all companies/accounts in rocketlane. it's a basic get endpoint that returns all companies without requiring any specific resource ids or additional parameters. the endpoint is independent and can be executed with just the authentication token.
Rocketlane 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.
Rocketlane 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 field id, name, type, required, options, and description for each note field.
Rocketlane 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.
Rocketlane List Projects
This tool retrieves a list of all projects in the rocketlane instance. it provides project details including project id, project name, project status, created date, owner information, customer information, and other metadata.
Rocketlane 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, managing projects, and integrating project management workflows.
Rocketlane List Project Phases
This tool retrieves a list of project phases from rocketlane. it allows users to fetch and filter phases based on various parameters including projectid, startdate, duedate, startdateactual, duedateactual, phasename, sortby, sortorder, limit, and pagetoken. the api supports various operators for filtering such as .gt, .eq, .lt, .ge, .le, .cn, and .nc.
Rocketlane 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.
Rocketlane List Templates
This tool retrieves a list of all available templates in rocketlane. it fetches all available templates in the account and returns a list of template objects containing details like template id, name, description, created at, updated at, is dynamic, and has automations.
Rocketlane 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, and statuses.
Rocketlane Update Company
This tool updates an existing company/account in rocketlane. it uses the put endpoint to update the company details identified by companyid. the action complements the existing create company action and is essential for maintaining up-to-date company information, relying on rocketlane's api specifications and company management endpoints.
Rocketlane Archive Project By Id
Archives a specific project based on its unique identifier.
Rocketlane Create Task
Creates a new task.
Rocketlane Delete Task By Id
Delete a specific task using its unique identifier (taskid).
Rocketlane Delete Time Entry By Id
Delete a specific time entry using its unique identifier (timeentryid).
Rocketlane Get All Fields
Retrieve all custom fields available in the system.
Rocketlane Get Field By Id
Retrieve detailed information about a specific custom field using its unique identifier (fieldid).
Rocketlane Get Project By Id
Retrieves detailed information about a specific project using its unique identifier.
Rocketlane Get Task By Id
Retrieve extensive information about a specific task using the task's unique identifier (taskid).
Rocketlane 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.
Rocketlane Get Time Entry By Id
Retrieve detailed information about a specific time entry using its unique identifier (timeentryid).
Rocketlane Get User By Id
Retrieve detailed information about a specific user using their unique identifier (userid).
Rocketlane List Customer Users
List customer users.
Rocketlane 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".
Rocketlane Retrieve Subscription Details
Retrieves detailed information about the current subscription.
Rocketlane Search User By Email
Search user by email id.
Rocketlane Update Project By Id
Updates an existing project's details using its unique identifier.
Rocketlane Update Time Entry By Id
Update existing time entry details using its unique identifier (timeentryid).