--- title: "Connect Planports and Rocketlane - APIANT.ai" description: "When \"New Contact\" fires in Planports, your agent runs \"Create Task\" in Rocketlane, or \"Account Created\" in Rocketlane to \"Update contact\" in Planports." canonical: "https://apiant.ai/connect/planports-to-rocketlane" --- # Connect Planports and Rocketlane When **New Contact** fires in [Planports](https://apiant.ai/connections/planports), your agent runs **Create Task** in [Rocketlane](https://apiant.ai/connections/rocketlane), or **Account Created** in Rocketlane to **Update contact** in Planports. Describe the whole flow and it is built, tested on every scenario and kept running. Planports **1** trigger Planports **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 Planports 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 Planports and Rocketlane can do together ### From Planports to Rocketlane - When **New Contact** in Planports then **Create Task** in Rocketlane - When **New Contact** in Planports then **Post Task Message** in Rocketlane ### From Rocketlane to Planports - When **Account Created** in Rocketlane then **Update contact** in Planports - When **Account Updated** in Rocketlane then **Find contact by phone number** in Planports 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 Planports and Rocketlane ## Triggers and actions 7 triggers · 23 actions - Trigger **New Contact** Triggered when a new contact, either an individual or an organization, is added in Planports. - Action **Add meeting** Creates a meeting record in Planports, with its type, content, schedule, participants and links to a project or opportunity. - Action **Add proposal** Creates a sales proposal for a Planports contact, optionally with product lines. - Action **Find contact by phone number** Finds a Planports contact by phone number and returns the matching contact. - Action **List contacts** Returns all contacts in the Planports account, both individuals and organizations, optionally filtered by type, state, name or tag and sorted by name or date added. - Action **List meetings** Returns meetings in Planports, optionally filtered by owner, date, conclusion, subject or content. - Action **List products** Returns the products in the Planports account, optionally filtered by text, product code, product name or date added, and sorted as requested. - Action **List projects** Returns the projects in your Planports account, optionally filtered by project name. - Action **List proposals** Returns proposals from Planports, optionally filtered by customer name, proposal number, type, state, date range or the user who added them. - Action **List tasks** Returns the tasks in your Planports account, optionally filtered by project, stage or task detail. - Action **Update contact** Updates an existing contact (person or organization) in Planports. - Action **Update opportunity** Updates an existing opportunity in Planports. Only the fields you fill in are 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 - [ **Planports** Planports combines CRM and Business Management tools like proposals, orders, stock management and accounting](https://apiant.ai/connections/planports) - [ **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 Planports - [ **Planports to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/planports-to-salesforce) - [ **Planports to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/planports-to-slack) - [ **Planports to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/planports-to-stripe) - [ **Planports to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/planports-to-shopify) - [ **Planports to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/planports-to-quickbooks-online) - [ **Planports to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/planports-to-trello) ## 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 ## Planports and Rocketlane, answered ### ### What can start an automation from Planports? Any of Planports's 1 trigger in the catalog, including New Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Rocketlane when something happens in Planports? 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 Planports? Yes. When something happens in Rocketlane, your agent can act in Planports too. This page covers both directions: Rocketlane's triggers and Planports's actions are listed here as well. ### ### Do I have to build a connector for Planports 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 Planports 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.