--- title: "Connect Aplos and Webmecanik Pipeline - APIANT.ai" description: "When \"New contact\" fires in Aplos, your agent runs \"Update contact\" in Webmecanik Pipeline." canonical: "https://apiant.ai/connect/aplos-to-webmecanik-pipeline" --- # Connect Aplos and Webmecanik Pipeline When **New contact** fires in [Aplos](https://apiant.ai/connections/aplos), your agent runs **Update contact** in [Webmecanik Pipeline](https://apiant.ai/connections/webmecanik-pipeline), or **New Company** in Webmecanik Pipeline to **Find contacts** in Aplos. Describe the whole flow and it is built, tested on every scenario and kept running. Aplos **3** triggers Aplos **13** actions Webmecanik Pipeline **6** triggers Webmecanik Pipeline **21** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Aplos and Webmecanik Pipeline 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 Aplos and Webmecanik Pipeline can do together ### From Aplos to Webmecanik Pipeline - When **New contact** in Aplos then **Update contact** in Webmecanik Pipeline - When **New contribution** in Aplos then **Update or Create Contact** in Webmecanik Pipeline ### From Webmecanik Pipeline to Aplos - When **New Company** in Webmecanik Pipeline then **Find contacts** in Aplos - When **New Contact** in Webmecanik Pipeline then **Get contact** in Aplos 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 Aplos and Webmecanik Pipeline ## Triggers and actions 9 triggers · 34 actions - Trigger **New contact** Triggers when a new contact (a donor, individual or company) is added in Aplos. - Trigger **New contribution** Triggers when a new contribution (a donation batch) is recorded in Aplos. Use Get contribution with its ID to read the donors, purposes and amounts. - Trigger **New or updated contact** Triggers when a contact (a donor, individual or company) is added or changed in Aplos. - Action **Add contribution** Records a contribution (donation record) in Aplos, with one or more lines each crediting a contact and a purpose. - Action **Add payable** Creates an accounts payable bill in Aplos, split across one or more expense lines by account and fund. - Action **Add transaction** Creates an accounting transaction (journal entry) in Aplos. The transaction lines must balance by amount and fund. - Action **Find contacts** Returns the contacts that match the specified name, email, type or last-updated time. - Action **Find contributions** Returns contributions (donation records) that match the specified contact, name and date criteria. - Action **Find transactions** Returns accounting transactions that match the criteria you supply (contact, fund, account, amount, date range, memo, note, tags, reconciled status). - Action **Get contact** Retrieve a single Aplos contact (individual or company) by its ID, including emails, phones and addresses. - Action **Get contribution** Retrieve a single Aplos contribution record by its ID. - Action **Get payable** Retrieves a single payable (bill) by its id. - Action **Get transaction** Retrieves a single accounting transaction, including its lines (account, fund, amount) and contact. - Action **List accounts** Lists the accounts in the organization's chart of accounts, optionally filtered by enabled status, name or account type. - Action **List funds** Lists the funds in the Aplos organization, optionally narrowed by name or fund balance account number. - Action **List purposes** Lists the donation purposes in the Aplos organization, optionally filtered by name or enabled status. - Trigger **New Company** Triggers when a new company is added in Webmecanik Pipeline. - Trigger **New Contact** Triggers when a new contact is added in Webmecanik Pipeline. - Trigger **New Opportunity** Triggers when a new opportunity is created in Webmecanik Pipeline. - Trigger **Updated Company** Triggers when a company is updated in Webmecanik Pipeline. - Trigger **Updated Contact** Triggers when a contact is created or updated in Webmecanik Pipeline. - Trigger **Updated Opportunity** Triggers when an opportunity is created or updated in Webmecanik Pipeline. - Action **Create Activity** Creates an activity (call, email, appointment, note or custom) on a contact or opportunity in Webmecanik Pipeline. - Action **Delete activity** Deletes an activity from Webmecanik Pipeline. - Action **Delete company** Deletes a company from Webmecanik Pipeline. - Action **Delete contact** Deletes a contact from Webmecanik Pipeline. - Action **Delete opportunity** Deletes an opportunity from Webmecanik Pipeline. - Action **Get company** Returns one company by its slug, including its tags and custom fields. - Action **Get contact** Returns one contact by its slug, including tags, companies, addresses and custom fields. - Action **Get opportunity** Returns one opportunity by its slug, including its pipeline, status, tags and custom fields. - Action **List companies** Returns all companies in your Webmecanik Pipeline account, including their custom fields. - Action **List contacts** Returns the contacts in your Webmecanik Pipeline account, optionally filtered by email, first name, last name or phone number. - Action **List opportunities** Returns the opportunities in your Webmecanik Pipeline account, optionally only those of one pipeline. - Action **List pipelines** Returns all sales pipelines visible to the connected Webmecanik Pipeline user. - Action **List statuses** Returns the statuses (pipeline stages) in Webmecanik Pipeline, optionally limited to one pipeline. - Action **List users** Returns all users in the Webmecanik Pipeline organization, with their name, email and role. - Action **Update activity** Updates an existing activity (call, email, note, appointment) attached to a contact or opportunity. - Action **Update company** Updates an existing company in Webmecanik Pipeline, changing only the fields you fill in. - Action **Update contact** Updates an existing contact in Webmecanik Pipeline, including its custom field values, and returns the updated contact. - Action **Update opportunity** Updates an existing opportunity in Webmecanik Pipeline, changing only the values you supply. - Action **Update or Create Company** Creates a company, or updates the existing one when a duplicate is found. - Action **Update or Create Contact** Creates a contact, or updates the existing contact with the same email address. - Action **Update or Create Opportunity** Updates an existing opportunity when a slug is given, otherwise creates a new opportunity, and returns the resulting record. ## Each app on its own - [ **Aplos** Aplos is fund accounting and donor management software for churches and nonprofits: contacts and donors...](https://apiant.ai/connections/aplos) - [ **Webmecanik Pipeline** Webmecanik Pipeline is a European CRM. It transform your contacts into customers with an intuitive flow.](https://apiant.ai/connections/webmecanik-pipeline) Reviews ## What our customers say ## More from Aplos - [ **Aplos to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/aplos-to-salesforce) - [ **Aplos to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/aplos-to-stripe) - [ **Aplos to JotForm** JotForm is a web-based WYSIWYG form builder. Create forms, integrate them into your site, and collect...](https://apiant.ai/connect/aplos-to-jotform) - [ **Aplos to OpenAI** OpenAI's platform for text generation (Responses + Chat Completions), image generation (gpt-image-1 /...](https://apiant.ai/connect/aplos-to-openai) - [ **Aplos to Ontraport** Ontraport is an all-in-one CRM, marketing automation, and e-commerce platform.](https://apiant.ai/connect/aplos-to-ontraport) - [ **Aplos to Freshworks CRM** Freshworks CRM (Freshsales Suite) — manage contacts, sales accounts, deals, notes, tasks, and appointments.](https://apiant.ai/connect/aplos-to-freshworks-crm) ## More into Webmecanik Pipeline - [ **HubSpot to Webmecanik Pipeline** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-webmecanik-pipeline) - [ **Salesforce to Webmecanik Pipeline** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-webmecanik-pipeline) - [ **Slack to Webmecanik Pipeline** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-webmecanik-pipeline) - [ **Google Sheets to Webmecanik Pipeline** Google Sheets](https://apiant.ai/connect/google-sheets-to-webmecanik-pipeline) - [ **Gmail to Webmecanik Pipeline** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-webmecanik-pipeline) - [ **Google Calendar to Webmecanik Pipeline** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-webmecanik-pipeline) Questions ## Aplos and Webmecanik Pipeline, answered ### ### What can start an automation from Aplos? Any of Aplos's 3 triggers in the catalog, including New contact, New contribution and New or updated contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Webmecanik Pipeline when something happens in Aplos? Any of Webmecanik Pipeline's 21 actions, including Create Activity, Update activity, Update company and Update contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Webmecanik Pipeline to Aplos? Yes. When something happens in Webmecanik Pipeline, your agent can act in Aplos too. This page covers both directions: Webmecanik Pipeline's triggers and Aplos's actions are listed here as well. ### ### Do I have to build a connector for Aplos or Webmecanik Pipeline? 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 Aplos and Webmecanik Pipeline 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.