Integration
Connect awork and Pipeliner Crm
When something happens in awork or Pipeliner Crm, your agent does the next thing in the other. Describe it 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 awork and Pipeliner Crm to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 awork and Pipeliner Crm can do together
From awork to Pipeliner Crm
When New Client in awork
then Add account in Pipeliner Crm
From Pipeliner Crm to awork
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 awork and Pipeliner Crm
Triggers and actions 12 triggers · 50 actions
- New Client
Fires when a new company/client is created in awork. Poll/webhook on companies resource creation event.
- New Project
Triggers when a new project is created.
- New Task
Triggers when a new task is created. The trigger only fires for tasks with a project assigned, not for private tasks.
- New Time Entry
Triggers when a new time entry is created.
- Updated Client
Fires when an existing company/client is updated in awork. Poll/webhook on companies resource update event.
- Updated Project
Fires when a project is updated in the awork workspace.
- Updated Task
Triggers when a task is updated. The trigger only fires for tasks with a project assigned, not for private tasks.
- Updated Time Entry
Triggers when a time entry is updated.
- Create Client
Creates a client (company) in awork and returns the created company.
- Create Project
Creates a new project.
- Create Project Task
Creates a task in an awork project.
- Create Time Entry
Creates a time entry for a user, optionally against a project/task, using startDateUtc+duration or startDateUtc+endDateUtc.
- Delete Client
Deletes a client (company) in awork, optionally moving, detaching or deleting its linked projects and tasks.
- Delete Project
Deletes an awork project and its tasks, optionally deleting its time entries too.
- Delete Project Task
Deletes an awork task by id.
- Delete Time Entry
Deletes a time entry in awork.
- Find Project Tasks by criteria
Returns up to 100 tasks of a project that match the specified filter criteria.
- Find Time Entries by criteria
Returns up to 100 time entries in the workspace that match the specified filter criteria.
- Get Client by ID
Finds a client by id
- Get Project by ID
Finds a project by id
- Get Task by ID
Returns a single awork task (project or private task) by its id, including status, assignees, project, tags, lists and custom field values.
- Get Time Entry
Returns a single awork time entry by its id, including its task, project, user, type of work and breaks.
- Search Clients
Returns up to 100 clients (companies) whose name contains the specified text.
- Search Projects
Returns up to 100 projects whose name contains the specified text, optionally narrowed by an additional filter.
- Search Users by Email
Returns the awork users whose contact information includes the specified email address.
- Update Client
Updates an existing client (company) by ID. Fields left blank keep their current values.
- Update Project
Updates fields (name, status, workflow, etc) on an existing awork project.
- Update Project Task
Updates fields (name, status, assignee, due date, etc) on an existing awork task.
- Update Time Entry
Updates an existing awork time entry: its times or duration, type of work, project, task, note and billing flags.
- New account
Fires when a new Account is created, via Coevera/Pipeliner webhooks (real-time updates) on the Accounts entity.
- New contact
Fires when a new Contact is created, via Coevera/Pipeliner webhooks (real-time updates) on the Contacts entity.
- New lead
Fires when a new Lead is created, via Coevera/Pipeliner webhooks (real-time updates) on the Leads entity.
- New opportunity
Fires when a new Opportunity is created, via Coevera/Pipeliner webhooks (real-time updates) on the Opportunities entity.
- Add account
Adds a new account
- Add appointment
Create an Appointment record.
- Add contact
Create a Contact record.
- Add lead
Adds a new lead
- Add opportunity
Adds a new opportunity in Pipeliner CRM, including any custom opportunity fields defined in your space.
- Add product
Adds a new product
- Add task
Create a Task (Activity) record.
- Delete account
Deletes an account in Pipeliner CRM by its ID.
- Delete contact
Deletes a contact in Pipeliner CRM by its ID.
- Delete lead
Deletes a lead from Pipeliner CRM by its ID.
- Delete opportunity
Deletes an opportunity in Pipeliner CRM by its ID.
- Find contacts
Returns up to 100 contacts whose chosen field matches the specified value.
- 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).
- Get account
Returns a single Pipeliner CRM account by its id, including custom field values.
- Get contact
Retrieve a single Contact by id.
- Get lead
Retrieves a single lead from Pipeliner CRM by its id, including the lead's custom fields.
- Get opportunity
Retrieves a single opportunity by its id, including any custom field values defined on opportunities in the account.
- List accounts
List/search Account records.
- List appointments
List Appointment records.
- List contacts
Returns the contacts in the Pipeliner CRM space, optionally filtered by one field and sorted.
- List leads
Lists leads in the Pipeliner CRM space, optionally filtered, sorted and expanded. Returns up to 100 leads.
- List opportunities
Returns all opportunities in the Pipeliner CRM space, optionally filtered, sorted and expanded.
- List products
Returns up to 100 products from the Pipeliner CRM space, optionally filtered by name or SKU.
- List tasks
List Task (Activity) records.
- Update account
Updates an existing account by ID, including any custom account fields.
- Update contact
Updates an existing contact in Pipeliner CRM by ID. Only the fields you fill in are changed.
- Update lead
Updates an existing lead by ID
- Update opportunity
Updates an existing opportunity by ID
- Update task
Updates an existing task by 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
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Questions
awork and Pipeliner Crm, answered
What can start an automation from awork?
Any of awork's 8 triggers in the catalog, including New Client, New Project, New Task and New Time Entry. 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 awork?
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 awork?
Yes. When something happens in Pipeliner Crm, your agent can act in awork too. This page covers both directions: Pipeliner Crm's triggers and awork's actions are listed here as well.
Do I have to build a connector for awork 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.
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.