--- title: "Connect Rocketlane to FormAPI - APIANT.ai" description: "When \"Account Created\" fires in Rocketlane, your agent runs \"Add folder\" in FormAPI." canonical: "https://apiant.ai/connect/rocketlane-to-formapi" --- # Connect Rocketlane to FormAPI When **Account Created** fires in [Rocketlane](https://apiant.ai/connections/rocketlane), your agent runs **Add folder** in [FormAPI](https://apiant.ai/connections/formapi). Describe the whole flow and it is built, tested on every scenario and kept running. Rocketlane **6** triggers Rocketlane **12** actions FormAPI **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Rocketlane and FormAPI 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 Rocketlane can start in FormAPI - When **Account Created** in Rocketlane then **Add folder** in FormAPI - When **Account Updated** in Rocketlane then **Generate PDF** in FormAPI 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 FormAPI ## Triggers and actions 6 triggers · 22 actions - 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. - Action **Add folder** Creates a new folder in DocSpring for organizing templates. - Action **Delete submission** Expire/delete a PDF submission so it is no longer downloadable. - Action **Generate PDF** Fill a PDF template with field data and generate a submission. - Action **Get combined submission** Checks the status of a combined submission (merged PDFs) and returns its download URL once processed. - Action **Get data request** Look up a submission data request (e.g. an e-signature request) by id. - Action **Get submission** Checks the status of a generated PDF submission and returns its details, including the download URL once processed. - Action **Get template** Looks up a DocSpring PDF template and returns its settings and document processing status. - Action **List folders** Lists the folders in the DocSpring account, optionally only those inside a given parent folder. - Action **Merge PDFs** Merges submission PDFs, template PDFs, custom files, other merged PDFs or PDFs at a URL into one combined PDF. The merge runs asynchronously; use Get combined submission to check when the download URL is ready. - Action **Request signature** Creates a PDF submission from a template and sends one person a request to fill in and sign their fields. The PDF is generated once they complete it. ## Each app on its own - [ **Rocketlane** Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver...](https://apiant.ai/connections/rocketlane) - [ **FormAPI** DocSpring is a service that helps you fill out and sign PDF templates.](https://apiant.ai/connections/formapi) Reviews ## What our customers say ## More from Rocketlane - [ **Rocketlane to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/rocketlane-to-salesforce) - [ **Rocketlane to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/rocketlane-to-slack) - [ **Rocketlane to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/rocketlane-to-google-sheets) - [ **Rocketlane to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/rocketlane-to-gmail) - [ **Rocketlane to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/rocketlane-to-stripe) - [ **Rocketlane to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/rocketlane-to-quickbooks-online) ## More into FormAPI - [ **Xero to FormAPI** Xero online accounting — manage contacts, invoices, bills, payments, accounts, and bank transactions via the...](https://apiant.ai/connect/xero-to-formapi) - [ **HubSpot to FormAPI** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-formapi) - [ **Salesforce to FormAPI** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-formapi) - [ **Slack to FormAPI** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-formapi) - [ **Google Sheets to FormAPI** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-formapi) - [ **Gmail to FormAPI** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-formapi) Questions ## Rocketlane and FormAPI, 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 FormAPI when something happens in Rocketlane? Any of FormAPI's 10 actions, including Add folder, Generate PDF, Get combined submission and Get data request. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from FormAPI to Rocketlane? FormAPI has no triggers in the catalog today, so automations start in Rocketlane. If you need the other direction, ask: your agent reads FormAPI's API documentation and adds it. ### ### Do I have to build a connector for Rocketlane or FormAPI? 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 FormAPI 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.