Integration
Connect Rocketlane to Kiflo PRM
When Account Created fires in Rocketlane, your agent runs Create Customer in Kiflo PRM. 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 Kiflo PRM 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 Rocketlane can start in Kiflo PRM
When Account Created in Rocketlane
then Create Customer in Kiflo PRM
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 Kiflo PRM
Triggers and actions 6 triggers · 34 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.
- Accept Deal
Accepts a deal in Kiflo and sets its status to Accepted, optionally adding a note.
- Accept Lead
Accepts a lead in Kiflo and sets its status to Accepted, optionally adding a note.
- Associate Customer to Deal
Links a customer to an existing deal — either an existing customer by ID, or a new customer created from the details you supply.
- Convert Lead to Customer
Converts a lead into a customer and marks the lead as Converted, returning the updated lead.
- Convert Lead to Deal
Converts a lead into a deal and sets the lead's status to Converted. Returns the updated lead, including the id of the new deal.
- Create Attachment
Downloads a file from a URL and attaches it to a Kiflo partner, deal, lead, note, payout, customer or collaboration.
- Create Channel Conflict
Records a channel conflict detected in an external source, such as your CRM, and makes it visible in Kiflo. Returns the created channel conflict.
- Create Customer
Creates a new customer in Kiflo, with your customer properties, and optionally associates it with a partner.
- Create Deal
Creates a new deal in Kiflo, optionally linking a contact, partners and custom deal properties.
- Create Lead
Creates a lead in Kiflo, optionally assigning it to a partner or recording the partner who sourced it.
- Create Note
Creates a note on an existing partner, lead, deal, customer or payout in Kiflo.
- Create Partner
Creates a new partner in Kiflo, optionally with its main contact, group, program level, onboarding stage and payout details.
- Create Transaction
Creates a transaction in Kiflo for an existing customer, optionally linked to a partner and a deal, and returns the new transaction.
- Find a Certification
Returns the certifications defined in your Kiflo account whose name contains the text you specify.
- Find a Contact
Returns the contacts whose chosen property exactly matches the value you specify.
- Find a Partner Application
Returns the partner applications that match a partner name, team member email, status or partner.
- Find a Partner Team Member
Returns the partner team members that match an email address, a partner, or both.
- Pay Payout
Marks a validated payout as paid in Kiflo and returns the updated payout. This records the payment and does not move any money.
- Refuse Deal
Refuses a deal in Kiflo and sets its status to Refused, optionally adding a note. Returns the refused deal.
- Refuse Lead
Refuses a lead in Kiflo and sets its status to Refused, optionally adding a note. Returns the updated lead.
- Reject a Partner Application
Rejects a partner application that is still pending, so the applicant does not become a partner. Returns the rejected application.
- Update Lead
Updates an existing lead's deadline, currency, assigned partner contact, owner and properties, and returns the updated lead.
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 Kiflo PRM
HubSpot to Kiflo PRMHubSpot is your all-in-one stop for all of your marketing software needs.
Google Calendar to Kiflo PRMGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Rocketlane and Kiflo PRM, 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 Kiflo PRM when something happens in Rocketlane?
Any of Kiflo PRM's 22 actions, including Create Attachment, Create Channel Conflict, Create Customer and Create Deal. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Kiflo PRM to Rocketlane?
Kiflo PRM has no triggers in the catalog today, so automations start in Rocketlane. If you need the other direction, ask: your agent reads Kiflo PRM's API documentation and adds it.
Do I have to build a connector for Rocketlane or Kiflo PRM?
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 Kiflo PRM 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.