Integration
Connect CentralStationCRM and Rocketlane
When New Company fires in CentralStationCRM, your agent runs Create Task in Rocketlane, or Account Created in Rocketlane to Create Deal in CentralStationCRM. 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 CentralStationCRM and Rocketlane 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 CentralStationCRM and Rocketlane can do together
From CentralStationCRM to Rocketlane
When New Company in CentralStationCRM
then Create Task in Rocketlane
When New Deal in CentralStationCRM
then Post Task Message in Rocketlane
From Rocketlane to CentralStationCRM
When Account Created in Rocketlane
then Create Deal in CentralStationCRM
When Account Updated in Rocketlane
then Create Task in CentralStationCRM
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 CentralStationCRM and Rocketlane
Triggers and actions 10 triggers ยท 27 actions
Trigger
New CompanyTriggered when a new company is created in CentralStationCRM.
Trigger
New DealTriggered when a new deal is created in CentralStationCRM.
Trigger
New PersonTriggered when a new person (contact) is created in CentralStationCRM.
Trigger
New TaskTriggered when a new task is created in CentralStationCRM.
Action
Create CompanyCreates a company in CentralStationCRM.
Action
Create DealCreates a deal in CentralStationCRM.
Action
Create PersonCreates a new person (contact) in CentralStationCRM with the name, salutation, title and background notes you supply, and returns the new person's id and stored details.
Action
Create TaskCreates a new task in CentralStationCRM with the text, due date and responsible user you supply, optionally attached to a person, company or deal, and returns the new task's id and details.
Action
Find CompanySearches CentralStationCRM for companies whose name matches the text you supply, and returns the matching company records (empty when nothing matches).
Action
Find PersonSearches CentralStationCRM for people matching the name or email address you supply, and returns the matching person records (empty when nothing matches).
Action
Get CompanyReturns one company from CentralStationCRM by its id, including the company's individual (custom) field values.
Action
Get DealReturns one deal from CentralStationCRM by its id, including the deal's individual (custom) field values.
Action
List CompaniesReturns a page of companies from CentralStationCRM, with each company's id, name, background and timestamps.
Action
List DealsReturns a page of deals from CentralStationCRM, with each deal's id, name, value, stage, pipeline and company.
Action
List PeopleReturns a page of people (contacts) from CentralStationCRM, with each person's id, name, title and notes.
Action
List TasksReturns a page of tasks from CentralStationCRM, with each task's name, due date, done flag and the person, company or deal it belongs to.
Action
Update CompanyUpdates an existing company in CentralStationCRM and returns the company as it stands after the update. Fields left blank are not changed.
Action
Update DealUpdates an existing deal in CentralStationCRM and returns the deal as it stands after the update. Fields left blank are not changed.
Action
Update PersonUpdates an existing person (contact) in CentralStationCRM and returns the person as they stand after the update. Fields left blank are not changed.
Trigger
Account CreatedTriggers when a new account is created.
Trigger
Account UpdatedTriggers when a account is updated.
Trigger
Project CreatedTriggers when a new project is created.
Trigger
Project UpdatedTriggers when a project is updated.
Trigger
Task CreatedTriggers when a new task is created.
Trigger
Task UpdatedTriggers when a new task is updated.
Action
Archive ProjectArchives a project.
Action
Create AccountCreates an account.
Action
Create ProjectCreates a project.
Action
Create TaskCreates a Task.
Action
Delete ProjectDeletes a project.
Action
List TemplatesReturns the templates available in your Rocketlane account, with the template id needed to import a template into a project.
Action
Post Task MessageCreates a new Task message.
Action
Search ProjectSearch Project By Id.
Action
Search TaskSearch Task By Id.
Action
Update ProjectUpdates a project.
Action
Update TaskUpdates a Task.
Action
UserSearch User By Email Id.
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 CentralStationCRM
CentralStationCRM to Google DriveGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
CentralStationCRM to SkyvernSkyvern is an AI agent that allows users to complete browser-based tasks.
CentralStationCRM to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
CentralStationCRM to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
CentralStationCRM to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
CentralStationCRM to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
More into Rocketlane
Adyen to RocketlanePayment infrastructure platform enabling enterprises to accept, settle, and move funds globally with...
HubSpot to RocketlaneHubSpot is your all-in-one stop for all of your marketing software needs.
Google Calendar to RocketlaneGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to RocketlaneGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to RocketlaneMailchimp marketing automation and email platform.
Shopify to RocketlaneShopify is a commerce platform for online stores and retail point-of-sale.
Questions
CentralStationCRM and Rocketlane, answered
What can start an automation from CentralStationCRM?
Any of CentralStationCRM's 4 triggers in the catalog, including New Company, New Deal, New Person and New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Rocketlane when something happens in CentralStationCRM?
Any of Rocketlane's 12 actions, including Create Account, Create Project, Create Task and Post Task Message. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Rocketlane to CentralStationCRM?
Yes. When something happens in Rocketlane, your agent can act in CentralStationCRM too. This page covers both directions: Rocketlane's triggers and CentralStationCRM's actions are listed here as well.
Do I have to build a connector for CentralStationCRM or Rocketlane?
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 CentralStationCRM and Rocketlane 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.