--- title: "Connect Airparser and Pipeliner Crm - APIANT.ai" description: "When \"Document Parsed\" fires in Airparser, your agent runs \"Add contact\" in Pipeliner Crm." canonical: "https://apiant.ai/connect/airparser-to-pipeliner-crm" --- # Connect Airparser and Pipeliner Crm When **Document Parsed** fires in [Airparser](https://apiant.ai/connections/airparser), your agent runs **Add contact** in [Pipeliner Crm](https://apiant.ai/connections/pipeliner-crm), or **New account** in Pipeliner Crm to **Extract Data From a Document** in Airparser. Describe the whole flow and it is built, tested on every scenario and kept running. Airparser **1** trigger Airparser **9** actions Pipeliner Crm **4** triggers Pipeliner Crm **29** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Airparser and Pipeliner Crm 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 Airparser and Pipeliner Crm can do together ### From Airparser to Pipeliner Crm - When **Document Parsed** in Airparser then **Add contact** in Pipeliner Crm - When **Document Parsed** in Airparser then **Add lead** in Pipeliner Crm ### From Pipeliner Crm to Airparser - When **New account** in Pipeliner Crm then **Extract Data From a Document** in Airparser - When **New contact** in Pipeliner Crm then **Extract Data From a Document (Async)** in Airparser 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 Airparser and Pipeliner Crm ## Triggers and actions 5 triggers · 38 actions - Trigger **Document Parsed** Triggers when Airparser finishes parsing a document in the chosen inbox, giving you the extracted data. - Action **Create an Inbox** Creates a new Airparser inbox that documents can be sent to for parsing. - Action **Create or Update Extraction Schema** Sets which fields Airparser should pull out of documents sent to an inbox, replacing whatever schema was there before. - Action **Delete an Inbox** Deletes an Airparser inbox and the documents stored in it. - Action **Extract Data From a Document** Sends a document to an Airparser inbox, waits for it to be parsed, and returns the extracted data. - Action **Extract Data From a Document (Async)** Sends a document to an Airparser inbox and returns straight away without waiting for parsing. Use the Document Parsed trigger or Get Document to pick up the result. - Action **Get a Document** Returns a parsed Airparser document, including the data extracted from it. - Action **Get an Inbox** Returns one Airparser inbox with its settings, its email address prefix and its current extraction schema. - Action **List Documents** Lists the documents in an Airparser inbox, with the data extracted from each one. - Action **List Inboxes** Lists all the Airparser inboxes in the connected account. - Trigger **New account** Fires when a new Account is created, via Coevera/Pipeliner webhooks (real-time updates) on the Accounts entity. - Trigger **New contact** Fires when a new Contact is created, via Coevera/Pipeliner webhooks (real-time updates) on the Contacts entity. - Trigger **New lead** Fires when a new Lead is created, via Coevera/Pipeliner webhooks (real-time updates) on the Leads entity. - Trigger **New opportunity** Fires when a new Opportunity is created, via Coevera/Pipeliner webhooks (real-time updates) on the Opportunities entity. - Action **Add account** Adds a new account - Action **Add appointment** Create an Appointment record. - Action **Add contact** Create a Contact record. - Action **Add lead** Adds a new lead - Action **Add opportunity** Adds a new opportunity in Pipeliner CRM, including any custom opportunity fields defined in your space. - Action **Add product** Adds a new product - Action **Add task** Create a Task (Activity) record. - Action **Delete account** Deletes an account in Pipeliner CRM by its ID. - Action **Delete contact** Deletes a contact in Pipeliner CRM by its ID. - Action **Delete lead** Deletes a lead from Pipeliner CRM by its ID. - Action **Delete opportunity** Deletes an opportunity in Pipeliner CRM by its ID. - Action **Find contacts** Returns up to 100 contacts whose chosen field matches the specified value. - Action **Find opportunities** Returns up to 100 opportunities that match the specified criteria (name, owner, pipeline step, type, sales unit, lead source, closing date, archived flag). - Action **Get account** Returns a single Pipeliner CRM account by its id, including custom field values. - Action **Get contact** Retrieve a single Contact by id. - Action **Get lead** Retrieves a single lead from Pipeliner CRM by its id, including the lead's custom fields. - Action **Get opportunity** Retrieves a single opportunity by its id, including any custom field values defined on opportunities in the account. - Action **List accounts** List/search Account records. - Action **List appointments** List Appointment records. - Action **List contacts** Returns the contacts in the Pipeliner CRM space, optionally filtered by one field and sorted. - Action **List leads** Lists leads in the Pipeliner CRM space, optionally filtered, sorted and expanded. Returns up to 100 leads. - Action **List opportunities** Returns all opportunities in the Pipeliner CRM space, optionally filtered, sorted and expanded. - Action **List products** Returns up to 100 products from the Pipeliner CRM space, optionally filtered by name or SKU. - Action **List tasks** List Task (Activity) records. - Action **Update account** Updates an existing account by ID, including any custom account fields. - Action **Update contact** Updates an existing contact in Pipeliner CRM by ID. Only the fields you fill in are changed. - Action **Update lead** Updates an existing lead by ID - Action **Update opportunity** Updates an existing opportunity by ID - Action **Update task** Updates an existing task by ID ## Each app on its own - [ **Airparser** Airparser is an LLM-powered data extraction tool that extracts structured data from emails, PDFs, documents...](https://apiant.ai/connections/airparser) - [ **Pipeliner Crm** Visual sales pipeline CRM for managing deals, contacts, and sales workflow automation.](https://apiant.ai/connections/pipeliner-crm) Reviews ## What our customers say ## More from Airparser - [ **Airparser to Action1** Action1 is an autonomous endpoint management platform -cloud-native, scalable, secure, set up in 5 minutes...](https://apiant.ai/connect/airparser-to-action1) - [ **Airparser to Algebras** Algebras is an agentic machine translation engine empowered with LLMs, supporting 100k+ language translation...](https://apiant.ai/connect/airparser-to-algebras) - [ **Airparser to LifterLMS** LifterLMS is a WordPress-based LMS solution that makes it easy to create, sell, and protect engaging online...](https://apiant.ai/connect/airparser-to-lifterlms) - [ **Airparser to PassEngine** PassEngine is a platform for creating and managing virtual membership cards and QR passes for events...](https://apiant.ai/connect/airparser-to-passengine) - [ **Airparser to Password Pusher** Creates encrypted, self-destructing links for one-time sharing of passwords and sensitive text or files.](https://apiant.ai/connect/airparser-to-password-pusher) - [ **Airparser to Pickaxe** Pickaxe is a simple, no-code platform to build, launch, and sell AI products.](https://apiant.ai/connect/airparser-to-pickaxe) ## More into Pipeliner Crm - [ **Arxiv to Pipeliner Crm** Open-access repository API for searching and retrieving scholarly preprints in physics, math, CS, and...](https://apiant.ai/connect/arxiv-to-pipeliner-crm) - [ **HubSpot to Pipeliner Crm** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pipeliner-crm) - [ **Slack to Pipeliner Crm** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pipeliner-crm) - [ **Google Sheets to Pipeliner Crm** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-pipeliner-crm) - [ **Gmail to Pipeliner Crm** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pipeliner-crm) - [ **Google Calendar to Pipeliner Crm** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pipeliner-crm) Questions ## Airparser and Pipeliner Crm, answered ### ### What can start an automation from Airparser? Any of Airparser's 1 trigger in the catalog, including Document Parsed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Pipeliner Crm when something happens in Airparser? Any of Pipeliner Crm's 29 actions, including Update account, Update contact, Update lead and Update opportunity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Pipeliner Crm to Airparser? Yes. When something happens in Pipeliner Crm, your agent can act in Airparser too. This page covers both directions: Pipeliner Crm's triggers and Airparser's actions are listed here as well. ### ### Do I have to build a connector for Airparser or Pipeliner Crm? 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 Airparser and Pipeliner Crm 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.