--- title: "Connect Loyalzoo and Rocketlane - APIANT.ai" description: "When \"Customer Updated\" fires in Loyalzoo, your agent runs \"Create Task\" in Rocketlane." canonical: "https://apiant.ai/connect/loyalzoo-to-rocketlane" --- # Connect Loyalzoo and Rocketlane When **Customer Updated** fires in [Loyalzoo](https://apiant.ai/connections/loyalzoo), your agent runs **Create Task** in [Rocketlane](https://apiant.ai/connections/rocketlane), or **Account Created** in Rocketlane to **Create New Customer** in Loyalzoo. Describe the whole flow and it is built, tested on every scenario and kept running. Loyalzoo **8** triggers Loyalzoo **11** 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 Loyalzoo 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 Loyalzoo and Rocketlane can do together ### From Loyalzoo to Rocketlane - When **Customer Updated** in Loyalzoo then **Create Task** in Rocketlane - When **Membership Created** in Loyalzoo then **Post Task Message** in Rocketlane ### From Rocketlane to Loyalzoo - When **Account Created** in Rocketlane then **Create New Customer** in Loyalzoo - When **Account Updated** in Rocketlane then **Update Customer** in Loyalzoo 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 Loyalzoo and Rocketlane ## Triggers and actions 14 triggers · 23 actions - Trigger **Checkin** Triggers when a customer checks in at your Loyalzoo place, and returns that customer's details. - Trigger **Customer Updated** Triggers when a customer of your Loyalzoo place changes, such as their contact details, points or memberships. - Trigger **Membership Created** Triggers when a new membership is created for a customer of the place. Returns the membership along with the customer who holds it. - Trigger **Membership Ended** Triggers when a customer's membership at the place is no longer active, returning the membership and the customer who held it. - Trigger **New Charge** Triggers when a customer's membership is charged at your place, each time the membership's last payment date changes. - Trigger **New Counter Event** Triggers when a customer's membership counter first appears or its count changes, returning the counter's id and count with the customer's details. - Trigger **New Customer Created** Triggers when a new customer is added to the merchant's place. - Trigger **Points Given** Triggers when a customer is given points, returning the customer with their new points balance and the amount of the latest change. - Action **Create New Customer** Creates a new customer and associates them with your Loyalzoo place, returning the customer's id. - Action **Export Latest Customer Data** Returns the latest data for all customers of your Loyalzoo place, including their points, rewards, memberships and payment methods. - Action **Export Latest Transaction Data** Returns a customer's transaction history at the merchant's place, as an ordered list of actions such as charges, points and rewards. - Action **Get Customer Payment Method** Returns the saved payment methods of one Loyalzoo customer, including card details and which method is the default. - Action **Get Membership** Returns one membership held by a customer of your place, including its amount, billing dates and status. - Action **Get Merchant Info** Returns the details of your Loyalzoo place, including its contact details, address, plans and loyalty scheme, and optionally its counter events. - Action **Give Points** Adds points to, or subtracts points from, a customer's loyalty balance at a place, and returns the updated customer. - Action **Increase Counter** Increases one of a customer's counters, which track behaviours, benefits or membership allowances, by the amount you choose. - Action **Retrieve Customer Details** Returns the details of one customer of the merchant's place, including their points, rewards, memberships and payment methods. - Action **Search for Loyalty Customer via Email** Returns the customers of your Loyalzoo place whose email address matches the one you specify. - Action **Update Customer** Updates an existing Loyalzoo customer at your place with the values provided and returns the full customer record. - 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 - [ **Loyalzoo** Loyalzoo is a digital loyalty service for independent retailers and eateries.](https://apiant.ai/connections/loyalzoo) - [ **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 Loyalzoo - [ **Loyalzoo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/loyalzoo-to-salesforce) - [ **Loyalzoo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/loyalzoo-to-slack) - [ **Loyalzoo to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/loyalzoo-to-mailchimp) - [ **Loyalzoo to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/loyalzoo-to-stripe) - [ **Loyalzoo to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/loyalzoo-to-shopify) - [ **Loyalzoo to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/loyalzoo-to-quickbooks-online) ## 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 ## Loyalzoo and Rocketlane, answered ### ### What can start an automation from Loyalzoo? Any of Loyalzoo's 8 triggers in the catalog, including Customer Updated, Membership Created, New Charge and New Counter Event. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Rocketlane when something happens in Loyalzoo? 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 Loyalzoo? Yes. When something happens in Rocketlane, your agent can act in Loyalzoo too. This page covers both directions: Rocketlane's triggers and Loyalzoo's actions are listed here as well. ### ### Do I have to build a connector for Loyalzoo 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 Loyalzoo 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.