--- title: "Connect Plug&Pay and Rocketlane - APIANT.ai" description: "When \"New Order\" fires in Plug&Pay, your agent runs \"Create Task\" in Rocketlane, or \"Account Created\" in Rocketlane to \"Add Order Comment\" in Plug&Pay." canonical: "https://apiant.ai/connect/plug-pay-to-rocketlane" --- # Connect Plug&Pay and Rocketlane When **New Order** fires in [Plug&Pay](https://apiant.ai/connections/plug-pay), your agent runs **Create Task** in [Rocketlane](https://apiant.ai/connections/rocketlane), or **Account Created** in Rocketlane to **Add Order Comment** in Plug&Pay. Describe the whole flow and it is built, tested on every scenario and kept running. Plug&Pay **3** triggers Plug&Pay **31** 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 Plug&Pay 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 Plug&Pay and Rocketlane can do together ### From Plug&Pay to Rocketlane - When **New Order** in Plug&Pay then **Create Task** in Rocketlane - When **New Product** in Plug&Pay then **Post Task Message** in Rocketlane ### From Rocketlane to Plug&Pay - When **Account Created** in Rocketlane then **Add Order Comment** in Plug&Pay - When **Account Updated** in Rocketlane then **Update Order Payment Status** in Plug&Pay 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 Plug&Pay and Rocketlane ## Triggers and actions 9 triggers · 43 actions - Trigger **New Order** Triggers when a new order is placed in your Plug&Pay account. - Trigger **New Product** Triggers when a new product is added to your Plug&Pay account. - Trigger **New Subscription** Triggers when a new subscription or installment plan starts in your Plug&Pay account. - Action **Add Order Comment** Adds an internal note to an order. Buyers do not see it. - Action **Add Subscription Comment** Adds an internal note to a subscription. Subscribers do not see it. - Action **Cancel Subscription** Cancels a subscription, optionally from a later date and with a reason. - Action **Clone Checkout** Makes a copy of a checkout page and returns the new checkout's ID. - Action **Clone Product** Makes a copy of an existing product and returns the new product's ID. - Action **Create Product Price** Adds a price to a product in your Plug&Pay account and returns the price ID. - Action **Delete Checkout** Deletes a checkout page from your Plug&Pay account. - Action **Delete Order** Deletes an order from your Plug&Pay account. - Action **Delete Product** Deletes a product from your Plug&Pay account. - Action **Delete Product Price** Removes a price from a product in your Plug&Pay account. - Action **Delete Promotion** Deletes a promotion from your Plug&Pay account. - Action **Delete Subscription** Deletes a subscription from your Plug&Pay account. - Action **Extend Subscription** Moves a subscription's next billing date later, extending the current period. - Action **Find Checkouts** Searches the checkout pages in your Plug&Pay account by name, product or status. - Action **Find Orders** Searches the orders in your Plug&Pay account by buyer email, invoice number, payment status, product, date range and other filters. - Action **Find Products** Searches the products in your Plug&Pay account by title, SKU, type, group and other filters. - Action **Find Promotions** Searches the promotions in your Plug&Pay account by name or product. - Action **Find Subscriptions** Searches the subscriptions in your Plug&Pay account by subscriber, status, product, billing dates and other filters. - Action **Get Checkout** Returns a checkout page from your Plug&Pay account by its ID. - Action **Get Order** Returns an order from your Plug&Pay account by its ID, optionally with its items, billing details and more. - Action **Get Order Payment** Returns the payment of an order: its status, method, provider and amounts. - Action **Get Product** Returns a product from your Plug&Pay account by its ID. - Action **Get Product Price** Returns one price of a product in your Plug&Pay account. - Action **Get Promotion** Returns a promotion from your Plug&Pay account by its ID. - Action **Get Subscription** Returns a subscription from your Plug&Pay account by its ID. - Action **List Order Comments** Returns the internal notes on an order. - Action **List Product Prices** Returns all prices of a product. When a checkout has its own pricing, that pricing takes precedence. - Action **Refund Order** Refunds an order and creates its credit order. The order must have an invoice number and must not already be refunded. - Action **Resume Subscription** Resumes a cancelled subscription so it renews again. - Action **Update Order Payment Status** Sets the payment status of an order, for example to mark it as paid. - Action **Update Product Price** Changes a price on a product in your Plug&Pay account. 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 - [ **Plug&Pay** Plug&Pay is the all-in-one system for your checkout pages, upsell processes and online subscriptions.](https://apiant.ai/connections/plug-pay) - [ **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 Plug&Pay - [ **Plug&Pay to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/plug-pay-to-salesforce) - [ **Plug&Pay to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/plug-pay-to-slack) - [ **Plug&Pay to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/plug-pay-to-stripe) - [ **Plug&Pay to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/plug-pay-to-shopify) - [ **Plug&Pay to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/plug-pay-to-quickbooks-online) - [ **Plug&Pay to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/plug-pay-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 ## Plug&Pay and Rocketlane, answered ### ### What can start an automation from Plug&Pay? Any of Plug&Pay's 3 triggers in the catalog, including New Order, New Product and New Subscription. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Rocketlane when something happens in Plug&Pay? 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 Plug&Pay? Yes. When something happens in Rocketlane, your agent can act in Plug&Pay too. This page covers both directions: Rocketlane's triggers and Plug&Pay's actions are listed here as well. ### ### Do I have to build a connector for Plug&Pay 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 Plug&Pay 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.