--- title: "Connect GoSquared and Rocketlane - APIANT.ai" description: "When \"User Entered Smart Group\" fires in GoSquared, your agent runs \"User\" in Rocketlane, or \"Account Created\" in Rocketlane to \"Track Event\" in GoSquared." canonical: "https://apiant.ai/connect/gosquared-to-rocketlane" --- # Connect GoSquared and Rocketlane When **User Entered Smart Group** fires in [GoSquared](https://apiant.ai/connections/gosquared), your agent runs **User** in [Rocketlane](https://apiant.ai/connections/rocketlane), or **Account Created** in Rocketlane to **Track Event** in GoSquared. Describe the whole flow and it is built, tested on every scenario and kept running. GoSquared **2** triggers GoSquared **10** 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 GoSquared 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 GoSquared and Rocketlane can do together ### From GoSquared to Rocketlane - When **User Entered Smart Group** in GoSquared then **User** in Rocketlane - When **User Exited Smart Group** in GoSquared then **Create Task** in Rocketlane ### From Rocketlane to GoSquared - When **Account Created** in Rocketlane then **Track Event** in GoSquared - When **Account Updated** in Rocketlane then **Add transaction** in GoSquared 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 GoSquared and Rocketlane ## Triggers and actions 8 triggers ยท 22 actions - Trigger **User Entered Smart Group** Triggers when a user enters a specific Smart Group. - Trigger **User Exited Smart Group** Triggers when a user exits a specific Smart Group. - Action **Add transaction** Records a purchase transaction in GoSquared Ecommerce Analytics and People CRM, optionally linked to a person or visitor. - Action **Create or Update Profile** Creates a GoSquared People profile or updates an existing one with the properties you supply, including custom properties. - Action **Get now overview** Returns a realtime overview of a GoSquared project, including visitors online, active pages and historical visitor minimums, maximums and averages. - Action **Get person** Returns a single People CRM profile with all the properties set on it. - Action **List chats** Returns the active live chat conversations for a GoSquared project. - Action **List people** Returns people from GoSquared People CRM, optionally searched by a term, filtered, and sorted. - Action **List sites** Returns all GoSquared projects/sites the account owns or has shared access to. - Action **List smart groups** Returns all Smart Groups saved in GoSquared People CRM for a project, including the filters each one applies. - Action **Track Event** Tracks a custom event in a GoSquared project, optionally tied to a People profile or anonymous visitor. - Action **Track Pageview** Records a pageview for a visitor on a page of your GoSquared project. - 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 - [ **GoSquared** GoSquared is a customer analytics platform that brings together all your customer information in one place.](https://apiant.ai/connections/gosquared) - [ **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 GoSquared - [ **GoSquared to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/gosquared-to-hubspot) - [ **GoSquared to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/gosquared-to-salesforce) - [ **GoSquared to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/gosquared-to-slack) - [ **GoSquared to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/gosquared-to-mailchimp) - [ **GoSquared to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/gosquared-to-stripe) - [ **GoSquared to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/gosquared-to-shopify) ## 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 ## GoSquared and Rocketlane, answered ### ### What can start an automation from GoSquared? Any of GoSquared's 2 triggers in the catalog, including User Entered Smart Group and User Exited Smart Group. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Rocketlane when something happens in GoSquared? 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 GoSquared? Yes. When something happens in Rocketlane, your agent can act in GoSquared too. This page covers both directions: Rocketlane's triggers and GoSquared's actions are listed here as well. ### ### Do I have to build a connector for GoSquared 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 GoSquared 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.