--- title: "Connect Rocketlane and Salesmsg - APIANT.ai" description: "When \"Account Created\" fires in Rocketlane, your agent runs \"Add Tag to Contact\" in Salesmsg." canonical: "https://apiant.ai/connect/rocketlane-to-salesmsg" --- # Connect Rocketlane and Salesmsg When **Account Created** fires in [Rocketlane](https://apiant.ai/connections/rocketlane), your agent runs **Add Tag to Contact** in [Salesmsg](https://apiant.ai/connections/salesmsg), or **Contact Updated** in Salesmsg to **Create Task** in Rocketlane. Describe the whole flow and it is built, tested on every scenario and kept running. Rocketlane **6** triggers Rocketlane **12** actions Salesmsg **5** triggers Salesmsg **9** 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 Salesmsg 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 and Salesmsg can do together ### From Rocketlane to Salesmsg - When **Account Created** in Rocketlane then **Add Tag to Contact** in Salesmsg - When **Account Updated** in Rocketlane then **Create or Update Contact** in Salesmsg ### From Salesmsg to Rocketlane - When **Contact Updated** in Salesmsg then **Create Task** in Rocketlane - When **New Contact** in Salesmsg then **Post Task Message** in Rocketlane 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 Salesmsg ## Triggers and actions 11 triggers · 21 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. - Trigger **Contact Updated** Triggers when a contact in Salesmsg is created or updated. - Trigger **Missed Incoming Phone Call** Triggers when an incoming phone call to your Salesmsg number is missed. - Trigger **New Contact** Triggers when a new contact is created in Salesmsg. - Trigger **New Contact Opted-Out** Triggers when a contact in Salesmsg is opted out of text messaging. - Trigger **New Phone Call Received** Triggers when a new incoming phone call is logged in Salesmsg call history. - Action **Add Tag to Contact** Adds an existing tag to a Salesmsg contact. - Action **Create Note** Creates a note on a Salesmsg contact. - Action **Create or Update Contact** Creates a Salesmsg contact for a phone number, or returns the existing contact with that number, setting name and email. - Action **Find Contact** Finds contacts whose name, email or phone number matches a search term. - Action **Find Salesmsg Member** Searches the members of your Salesmsg organization by name or email and returns the matches. - Action **Opt-Out a Contact** Opts out a Salesmsg contact so they no longer receive messages from your local and toll-free numbers. Returns the updated contact. - Action **Phone Number Lookup (PhoneCheckr)** Looks up a phone number and returns its formatted form, country, carrier and line type. - Action **Remove Tag From Contact** Removes a tag from a Salesmsg contact. - Action **Send a Text Message (SMS / MMS)** Sends an SMS or MMS text message to a phone number from one of your Salesmsg inboxes. ## 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) - [ **Salesmsg** Salesmsg is a two-way text messaging software to allows you to send and receive text messages online from...](https://apiant.ai/connections/salesmsg) 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 Salesmsg - [ **HubSpot to Salesmsg** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-salesmsg) - [ **Salesforce to Salesmsg** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-salesmsg) - [ **Google Sheets to Salesmsg** Google Sheets](https://apiant.ai/connect/google-sheets-to-salesmsg) - [ **Gmail to Salesmsg** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-salesmsg) - [ **Google Calendar to Salesmsg** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-salesmsg) - [ **Google Drive to Salesmsg** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-salesmsg) Questions ## Rocketlane and Salesmsg, 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 Salesmsg when something happens in Rocketlane? Any of Salesmsg's 9 actions, including Create Note, Create or Update Contact, Send a Text Message (SMS / MMS) and Add Tag to Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Salesmsg to Rocketlane? Yes. When something happens in Salesmsg, your agent can act in Rocketlane too. This page covers both directions: Salesmsg's triggers and Rocketlane's actions are listed here as well. ### ### Do I have to build a connector for Rocketlane or Salesmsg? 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 Salesmsg 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.