--- title: "Connect Exayard and Rocketlane - APIANT.ai" description: "When \"Assessment Completed\" fires in Exayard, your agent runs \"Create Task\" in Rocketlane." canonical: "https://apiant.ai/connect/exayard-to-rocketlane" --- # Connect Exayard and Rocketlane When **Assessment Completed** fires in [Exayard](https://apiant.ai/connections/exayard), your agent runs **Create Task** in [Rocketlane](https://apiant.ai/connections/rocketlane), or **Account Created** in Rocketlane to **Create Project** in Exayard. Describe the whole flow and it is built, tested on every scenario and kept running. Exayard **7** triggers Exayard **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 Exayard 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 Exayard and Rocketlane can do together ### From Exayard to Rocketlane - When **Assessment Completed** in Exayard then **Create Task** in Rocketlane - When **New Project** in Exayard then **Create Project** in Rocketlane ### From Rocketlane to Exayard - When **Account Created** in Rocketlane then **Create Project** in Exayard - When **Account Updated** in Rocketlane then **Send Test Webhook Event** in Exayard 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 Exayard and Rocketlane ## Triggers and actions 13 triggers · 21 actions - Trigger **Assessment Completed** Webhook event assessment.completed. - Trigger **Bid Generated** Triggers when a bid document is generated from an approved estimate. - Trigger **Bid Won** Webhook event bid.won. - Trigger **Estimate Generated** Triggers when an estimate document is generated. - Trigger **New Project** Triggers when a new Exayard project is created. - Trigger **Project Updated** Webhook event project.updated (name, status or privacy changed). - Trigger **Quote Received** Webhook event quote.received. - Action **Add quote request** Creates a vendor quote request on a project, in requested status. - Action **Add vendor** Creates a vendor (supplier, subcontractor or rental company) in your Exayard company. - Action **Create Project** Creates a new project in Exayard. - Action **Delete project** Deletes (archives) a project in Exayard. - Action **Get project** Returns a single Exayard project with its name, status, privacy and timestamps. - Action **List projects** Returns the projects in an Exayard organization, optionally filtered by status or search text. - Action **List vendors** Returns the vendors (suppliers, subcontractors and rental companies) in an Exayard company, optionally filtered by type, kind, preferred status or search text. - Action **Send Test Webhook Event** Sends a signed sample event of the chosen type to a webhook endpoint. - Action **Update project** Updates an existing project's name, status, settings, tags or custom properties. Fields left blank are not changed. - 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 - [ **Exayard** Exayard is an AI-powered construction takeoff and estimating software for contractors.](https://apiant.ai/connections/exayard) - [ **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 Exayard - [ **Exayard to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/exayard-to-hubspot) - [ **Exayard to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/exayard-to-salesforce) - [ **Exayard to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/exayard-to-slack) - [ **Exayard to Google Sheets** Google Sheets](https://apiant.ai/connect/exayard-to-google-sheets) - [ **Exayard to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/exayard-to-gmail) - [ **Exayard to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/exayard-to-google-calendar) ## More into 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) - [ **Pipedrive to Rocketlane** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-rocketlane) Questions ## Exayard and Rocketlane, answered ### ### What can start an automation from Exayard? Any of Exayard's 7 triggers in the catalog, including Assessment Completed, New Project, Project Updated and Quote Received. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Rocketlane when something happens in Exayard? 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 Exayard? Yes. When something happens in Rocketlane, your agent can act in Exayard too. This page covers both directions: Rocketlane's triggers and Exayard's actions are listed here as well. ### ### Do I have to build a connector for Exayard 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 Exayard 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.