Integration
Connect Rocketlane to Avalara
When Account Created fires in Rocketlane, your agent runs Create Customer in Avalara. 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 Rocketlane and Avalara 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Rocketlane can start in Avalara
When Account Created in Rocketlane
then Create Customer in Avalara
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 Rocketlane and Avalara
Triggers and actions 6 triggers · 29 actions
- Account Created
Triggers when a new account is created.
- Account Updated
Triggers when a account is updated.
- Project Created
Triggers when a new project is created.
- Project Updated
Triggers when a project is updated.
- Task Created
Triggers when a new task is created.
- Task Updated
Triggers when a new task is updated.
- Archive Project
Archives a project.
- Create Account
Creates an account.
- Create Project
Creates a project.
- Create Task
Creates a Task.
- Delete Project
Deletes a project.
- List Templates
Returns the templates available in your Rocketlane account, with the template id needed to import a template into a project.
- Post Task Message
Creates a new Task message.
- Search Project
Search Project By Id.
- Search Task
Search Task By Id.
- Update Project
Updates a project.
- Update Task
Updates a Task.
- User
Search User By Email Id.
- Commit Transaction
Commits a transaction so it is included in tax filings.
- Create Customer
Creates a customer in a company, used for exemption certificate tracking.
- Create Transaction
Calculates sales tax for a single-line sale and records it as a transaction.
- Delete Customer
Deletes a customer record from an AvaTax company, identified by its customer code.
- Get Company
Returns one company in your Avalara account.
- Get Customer
Returns a single customer record from an AvaTax company, looked up by its customer code.
- Get Tax Rates by Address
Returns the combined and per-jurisdiction sales tax rates for a street address.
- Get Transaction
Returns one transaction with its calculated tax.
- List Companies
Returns the companies in your Avalara account.
- List Customers
Returns the customers of one company.
- List items
Returns the items (products and their tax codes) defined for an AvaTax company, up to 1,000 records.
- List nexus
Returns the nexus declarations (jurisdictions where the company collects tax) for an AvaTax company.
- List Transactions
Returns the transactions recorded for one company.
- Refund Transaction
Creates a refund (return invoice) for a committed AvaTax sales transaction, fully, partially, tax-only or by percentage.
- Resolve Address
Validates an address and returns its normalized form with coordinates.
- Update Transaction
Adjusts an existing AvaTax transaction, replacing it with new document details and recalculating tax while keeping an audit record of the adjustment reason.
- Void Transaction
Voids a transaction so it no longer counts toward tax liability.
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 Rocketlane
Rocketlane to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Rocketlane to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Rocketlane to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Rocketlane to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Rocketlane to StripeStripe is a payment processing platform for online businesses.
Rocketlane to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
More into Avalara
HubSpot to AvalaraHubSpot is your all-in-one stop for all of your marketing software needs.
Google Calendar to AvalaraGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Rocketlane and Avalara, answered
What can start an automation from Rocketlane?
Any of Rocketlane's 6 triggers in the catalog, including Account Created, Account Updated, Project Created and Project Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Avalara when something happens in Rocketlane?
Any of Avalara's 17 actions, including Create Customer, Create Transaction, Update Transaction and Commit Transaction. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Avalara to Rocketlane?
Avalara has no triggers in the catalog today, so automations start in Rocketlane. If you need the other direction, ask: your agent reads Avalara's API documentation and adds it.
Do I have to build a connector for Rocketlane or Avalara?
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 Rocketlane and Avalara 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.