# Connect Rocketlane to Kizeo Forms When **Account Created** fires in [Rocketlane](https://apiant.ai/connections/rocketlane), your agent runs **Add user** in [Kizeo Forms](https://apiant.ai/connections/kizeo-forms). Describe the whole flow and it is built, tested on every scenario and kept running. Rocketlane **6** triggers Rocketlane **12** actions Kizeo Forms **5** 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 Kizeo Forms to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Kizeo Forms - When **Account Created** in Rocketlane then **Add user** in Kizeo Forms - When **Account Updated** in Rocketlane then **Update user** in Kizeo Forms 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 Kizeo Forms ## Triggers and actions 6 triggers · 17 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 group** /rest/v3/group - create a group. - Action **Add user** /rest/v3/users - create a user (login, password, first_name, last_name, admin, form_user required). - Action **List groups** /rest/v3/groups - list all groups. - Action **List users** /rest/v3/users - list all users. - Action **Update user** /rest/v3/users/{userId} - update a user. ## 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) - [ **Kizeo Forms** Kizeo Forms is a mobile forms application to automate various activities.](https://apiant.ai/connections/kizeo-forms) 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](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 Kizeo Forms - [ **HubSpot to Kizeo Forms** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-kizeo-forms) - [ **Salesforce to Kizeo Forms** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-kizeo-forms) - [ **Slack to Kizeo Forms** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-kizeo-forms) - [ **Google Sheets to Kizeo Forms** Google Sheets](https://apiant.ai/connect/google-sheets-to-kizeo-forms) - [ **Gmail to Kizeo Forms** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-kizeo-forms) - [ **Google Calendar to Kizeo Forms** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-kizeo-forms) Questions ## Rocketlane and Kizeo Forms, 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 Kizeo Forms when something happens in Rocketlane? Any of Kizeo Forms's 5 actions, including Update user, Add group, Add user and List groups. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Kizeo Forms to Rocketlane? Kizeo Forms has no triggers in the catalog today, so automations start in Rocketlane. If you need the other direction, ask: your agent reads Kizeo Forms's API documentation and adds it. ### ### Do I have to build a connector for Rocketlane or Kizeo Forms? 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. ### ### 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.