Integration
Connect Partnero and Rocketlane
When Customer Created fires in Partnero, your agent runs Create Task in Rocketlane, or Account Created in Rocketlane to Create a New Customer in Partnero. 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 Partnero 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 Partnero and Rocketlane can do together
From Partnero to Rocketlane
When Customer Created in Partnero
then Create Task in Rocketlane
When Customer Updated in Partnero
then Post Task Message in Rocketlane
From Rocketlane to Partnero
When Account Created in Rocketlane
then Create a New Customer in Partnero
When Account Updated in Rocketlane
then Update Existing Customer in Partnero
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 Partnero and Rocketlane
Triggers and actions 14 triggers · 24 actions
Trigger
Customer CreatedTriggers when a new customer is created in Partnero.
Trigger
Customer DeletedTriggers when a customer is deleted in Partnero.
Trigger
Customer UpdatedTriggers when a customer is updated in your Partnero program.
Trigger
Partner CreatedTriggers when a new partner is created in your Partnero program.
Trigger
Partner DeletedTriggers when a partner is deleted from your Partnero program.
Trigger
Partner UpdatedTriggers when a partner is updated in your Partnero program.
Trigger
Transaction CreatedTriggers when a new transaction is recorded in your Partnero program.
Trigger
Transaction DeletedTriggers when a transaction is deleted (refunded) in Partnero.
Action
Archive PartnerArchives (soft-deletes) a partner so they lose portal access; the partner can be restored later.
Action
Create a New CustomerCreates a customer in your Partnero affiliate program and attributes them to a partner for commission tracking.
Action
Create a New PartnerCreates a new affiliate partner in your Partnero program and returns the partner record, including its referral link.
Action
Create a New TransactionRecords a sales transaction for a customer so Partnero calculates the referring partner's commission. Can optionally create the customer in the same call.
Action
Delete Existing CustomerDeletes an existing customer from your Partnero program by their customer key.
Action
Delete Existing PartnerDeletes an existing partner from your Partnero program.
Action
Delete Existing TransactionDeletes an existing transaction in your Partnero program by its key.
Action
Find PartnerFinds a partner in your Partnero program by partner ID and returns their details, referral statistics, commissions and referral links.
Action
Get TransactionReturns a single transaction by its key.
Action
Restore PartnerRestores a previously archived partner and reactivates their portal access.
Action
Update Existing CustomerUpdates an existing customer's name, email, key or tags in your Partnero program.
Action
Update Existing PartnerUpdates an existing partner's name, email, password, referral key or tags in your Partnero program.
Trigger
Account CreatedTriggers when a new account is created.
Trigger
Account UpdatedTriggers when a account is updated.
Trigger
Project CreatedTriggers when a new project is created.
Trigger
Project UpdatedTriggers when a project is updated.
Trigger
Task CreatedTriggers when a new task is created.
Trigger
Task UpdatedTriggers when a new task is updated.
Action
Archive ProjectArchives a project.
Action
Create AccountCreates an account.
Action
Create ProjectCreates a project.
Action
Create TaskCreates a Task.
Action
Delete ProjectDeletes a project.
Action
List TemplatesReturns the templates available in your Rocketlane account, with the template id needed to import a template into a project.
Action
Post Task MessageCreates a new Task message.
Action
Search ProjectSearch Project By Id.
Action
Search TaskSearch Task By Id.
Action
Update ProjectUpdates a project.
Action
Update TaskUpdates a Task.
Action
UserSearch 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 Partnero
Partnero to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Partnero to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Partnero to StripeStripe is a payment processing platform for online businesses.
Partnero to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Partnero to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Partnero to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Rocketlane
HubSpot to RocketlaneHubSpot is your all-in-one stop for all of your marketing software needs.
Google Calendar to RocketlaneGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
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
Partnero and Rocketlane, answered
What can start an automation from Partnero?
Any of Partnero's 8 triggers in the catalog, including Customer Created, Customer Updated, Partner Created and Partner Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Rocketlane when something happens in Partnero?
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 Partnero?
Yes. When something happens in Rocketlane, your agent can act in Partnero too. This page covers both directions: Rocketlane's triggers and Partnero's actions are listed here as well.
Do I have to build a connector for Partnero 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 Partnero 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.