Integration
Connect Rocketlane and ServiceWorks
When Account Created fires in Rocketlane, your agent runs Create Customer in ServiceWorks, or Job Completed in ServiceWorks to Create Task in Rocketlane. 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 ServiceWorks 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 and ServiceWorks can do together
From Rocketlane to ServiceWorks
When Account Created in Rocketlane
then Create Customer in ServiceWorks
From ServiceWorks to 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 ServiceWorks
Triggers and actions 8 triggers · 24 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.
- Job Completed
Triggers when a ServiceWorks job in the last 30 days reaches your completed status.
- New Job
Triggers when a new job appears on the ServiceWorks calendar (scheduled from 30 days ago to 90 days ahead).
- Create Customer
Creates a new customer in ServiceWorks with contact details and a service address.
- Create Job
Creates a new job (work order) for a ServiceWorks customer, optionally scheduled.
- Find Customer by Phone
Finds ServiceWorks customers that have the given phone number.
- Get Customer Service History
Returns a ServiceWorks customer's past service jobs.
- List Jobs
Lists ServiceWorks calendar jobs in a date range, optionally filtered by technician, type or status.
- List Payments
Lists ServiceWorks payment history, one page at a time.
- Schedule Job
Schedules or reschedules a ServiceWorks job trip.
- Search Customers
Finds ServiceWorks customers by name or customer ID, with their addresses.
- Send Text to Customer
Sends an SMS text message to a ServiceWorks customer.
- Set Customer Note
Sets the note on a ServiceWorks customer.
- Set Job Note
Sets the note on a ServiceWorks job trip.
- Update Customer
Updates an existing ServiceWorks customer's name, company, email and phone numbers.
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 ServiceWorks
HubSpot to ServiceWorksHubSpot is your all-in-one stop for all of your marketing software needs.
Google Calendar to ServiceWorksGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to ServiceWorksGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Rocketlane and ServiceWorks, 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 ServiceWorks when something happens in Rocketlane?
Any of ServiceWorks's 12 actions, including Create Customer, Create Job, Send Text to Customer and Update Customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ServiceWorks to Rocketlane?
Yes. When something happens in ServiceWorks, your agent can act in Rocketlane too. This page covers both directions: ServiceWorks's triggers and Rocketlane's actions are listed here as well.
Do I have to build a connector for Rocketlane or ServiceWorks?
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 ServiceWorks 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.