Integration
Connect Clientify and Rocketlane
When New Contact fires in Clientify, your agent runs Create Task in Rocketlane, or Account Created in Rocketlane to Add task in Clientify. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Clientify and Rocketlane to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Clientify and Rocketlane can do together
From Clientify to Rocketlane
When New Contact in Clientify
then Create Task in Rocketlane
From Rocketlane to Clientify
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 Clientify and Rocketlane
Triggers and actions 9 triggers · 27 actions
- New Contact
Triggers when a new contact is created in Clientify.
- New Deal
Triggers when a new deal is created in Clientify.
- New Task
Triggers when a new task is created in Clientify.
- Add company
Creates a company in Clientify with its contact details, address, tags and custom field values.
- Add task
Creates a task in Clientify, optionally assigned to a user and linked to contacts, companies and deals.
- Create Abandoned Cart
Creates an abandoned shopping cart for a Clientify contact, with the cart's items, shop and currency.
- Create Contact
Creates a contact in Clientify. If a contact with the same email or phone already exists it is updated instead, unless forced insert is turned on.
- Create Deal
Creates a deal in Clientify, optionally linked to a contact and company and placed in a pipeline stage.
- Create Order
Creates an order in Clientify for a contact, with its line items.
- Delete contact
Deletes a contact from Clientify.
- Find Contact
Finds contacts by name, surname or email, optionally narrowed by phone, source, type or dates, and returns the matches.
- Get company
Returns the full details of a Clientify company by its id, including contact info, tags, custom fields and employees.
- Get contact
Returns a Clientify contact's full details, including emails, phones, addresses, tags and custom fields.
- Get deal
Returns a Clientify deal by its id, including amount, stage, pipeline, involved contacts and companies, tasks and custom fields.
- List contacts
Returns the contacts in your Clientify account, optionally filtered by name/email, phone, source, type, or created/modified dates.
- Update company
Updates an existing company in Clientify and returns the updated record.
- Update contact
Updates an existing Clientify contact's name, title, company, status and notes. Fields left blank keep their current values.
- Update deal
Updates an existing Clientify deal, changing only the fields you fill in.
- Account Created
Triggers when a new account is created.
- Account Updated
Triggers when a account is updated.
- Project Created
Triggers when a new project is created.
- Project Updated
Triggers when a project is updated.
- Task Created
Triggers when a new task is created.
- Task Updated
Triggers when a new task is updated.
- Archive Project
Archives a project.
- Create Account
Creates an account.
- Create Project
Creates a project.
- Create Task
Creates a Task.
- Delete Project
Deletes a project.
- List Templates
Returns the templates available in your Rocketlane account, with the template id needed to import a template into a project.
- Post Task Message
Creates a new Task message.
- Search Project
Search Project By Id.
- Search Task
Search Task By Id.
- Update Project
Updates a project.
- Update Task
Updates a Task.
- User
Search User By Email Id.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Clientify
Clientify to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Clientify to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Clientify to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Clientify to Google SheetsGoogle Sheets
Clientify to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Clientify to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Rocketlane
Google Drive to RocketlaneGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to RocketlaneMailchimp marketing automation and email platform.
Shopify to RocketlaneShopify is a commerce platform for online stores and retail point-of-sale.
Pipedrive to RocketlanePipedrive is a sales CRM and pipeline management tool.
Questions
Clientify and Rocketlane, answered
What can start an automation from Clientify?
Any of Clientify's 3 triggers in the catalog, including New Contact, New Deal and New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Rocketlane when something happens in Clientify?
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 Clientify?
Yes. When something happens in Rocketlane, your agent can act in Clientify too. This page covers both directions: Rocketlane's triggers and Clientify's actions are listed here as well.
Do I have to build a connector for Clientify 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 Clientify 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.