--- title: "Connect Chargify and Rocketlane - APIANT.ai" description: "When \"New Customer\" fires in Chargify, your agent runs \"Create Task\" in Rocketlane, or \"Account Created\" in Rocketlane to \"Create Customer\" in Chargify." canonical: "https://apiant.ai/connect/chargify-to-rocketlane" --- # Connect Chargify and Rocketlane When **New Customer** fires in [Chargify](https://apiant.ai/connections/chargify), your agent runs **Create Task** in [Rocketlane](https://apiant.ai/connections/rocketlane), or **Account Created** in Rocketlane to **Create Customer** in Chargify. Describe the whole flow and it is built, tested on every scenario and kept running. Chargify **5** triggers Chargify **9** actions Rocketlane **6** triggers Rocketlane **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Chargify and Rocketlane to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Chargify and Rocketlane can do together ### From Chargify to Rocketlane - When **New Customer** in Chargify then **Create Task** in Rocketlane - When **New Invoice** in Chargify then **Post Task Message** in Rocketlane ### From Rocketlane to Chargify - When **Account Created** in Rocketlane then **Create Customer** in Chargify - When **Account Updated** in Rocketlane then **Find a Customer** in Chargify Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Chargify and Rocketlane ## Triggers and actions 11 triggers · 21 actions - Trigger **New Customer** Triggers when a customer is added. - Trigger **New Invoice** Triggers when a new invoice is created. - Trigger **New Subscription** Triggers when a new subscription is created. - Trigger **New Subscription State** Triggers when the state of a subscription changes. - Trigger **Updated Subscription** Triggers when a subscription is updated. - Action **Create Coupon** Creates a coupon. - Action **Create Customer** Creates a customer. - Action **Create Product Price Point** Creates a product price point. - Action **Find a Customer** Finds a customer. - Action **Find a Product** Finds a product. - Action **Find a Product Family** Finds a product family. - Action **Find a Product Family Component** Finds a product family component. - Action **Find a Subscription** Finds a subscription. - Action **Update Subscription** Updates an existing subscription. - Trigger **Account Created** Triggers when a new account is created. - Trigger **Account Updated** Triggers when a account is updated. - Trigger **Project Created** Triggers when a new project is created. - Trigger **Project Updated** Triggers when a project is updated. - Trigger **Task Created** Triggers when a new task is created. - Trigger **Task Updated** Triggers when a new task is updated. - Action **Archive Project** Archives a project. - Action **Create Account** Creates an account. - Action **Create Project** Creates a project. - Action **Create Task** Creates a Task. - Action **Delete Project** Deletes a project. - Action **List Templates** Returns the templates available in your Rocketlane account, with the template id needed to import a template into a project. - Action **Post Task Message** Creates a new Task message. - Action **Search Project** Search Project By Id. - Action **Search Task** Search Task By Id. - Action **Update Project** Updates a project. - Action **Update Task** Updates a Task. - Action **User** Search User By Email Id. ## Each app on its own - [ **Chargify** Chargify is a Recurring Billing and Subscription Management tool platform that's designed to remove billing...](https://apiant.ai/connections/chargify) - [ **Rocketlane** Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver...](https://apiant.ai/connections/rocketlane) Reviews ## What our customers say ## More from Chargify - [ **Chargify to Salesmap** SalesMap is a data-driven CRM for sales growth.](https://apiant.ai/connect/chargify-to-salesmap) - [ **Chargify to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/chargify-to-hubspot) - [ **Chargify to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/chargify-to-salesforce) - [ **Chargify to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/chargify-to-slack) - [ **Chargify to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/chargify-to-google-sheets) - [ **Chargify to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/chargify-to-gmail) ## More into Rocketlane - [ **Adyen to Rocketlane** Payment infrastructure platform enabling enterprises to accept, settle, and move funds globally with...](https://apiant.ai/connect/adyen-to-rocketlane) - [ **HubSpot to Rocketlane** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-rocketlane) - [ **Google Calendar to Rocketlane** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-rocketlane) - [ **Google Drive to Rocketlane** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-rocketlane) - [ **Mailchimp to Rocketlane** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-rocketlane) - [ **Shopify to Rocketlane** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-rocketlane) Questions ## Chargify and Rocketlane, answered ### ### What can start an automation from Chargify? Any of Chargify's 5 triggers in the catalog, including New Customer, New Invoice, New Subscription and New Subscription State. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Rocketlane when something happens in Chargify? Any of Rocketlane's 12 actions, including Create Account, Create Project, Create Task and Post Task Message. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Rocketlane to Chargify? Yes. When something happens in Rocketlane, your agent can act in Chargify too. This page covers both directions: Rocketlane's triggers and Chargify's actions are listed here as well. ### ### Do I have to build a connector for Chargify or Rocketlane? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Chargify and Rocketlane without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.