Integration
Connect Backtrack and CRM PipeRun
When New Recording fires in Backtrack, your agent runs Add Deal in CRM PipeRun, or New Activity in CRM PipeRun to Create Event in Backtrack. 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 Backtrack and CRM PipeRun 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 Backtrack and CRM PipeRun can do together
From Backtrack to CRM PipeRun
When New Recording in Backtrack
then Add Deal in CRM PipeRun
When New Recording in Backtrack
then Add note in CRM PipeRun
From CRM PipeRun to Backtrack
When New Activity in CRM PipeRun
then Create Event in Backtrack
When New Company in CRM PipeRun
then Get Event in Backtrack
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 Backtrack and CRM PipeRun
Triggers and actions 9 triggers · 24 actions
Trigger
New RecordingTriggers when a new recording appears in your Backtrack account.
Action
Create EventCreates a new Backtrack event (hosted buyer or exhibitor event) for an organization.
Action
Delete RecordingDeletes a Backtrack recording.
Action
Get EventReturns one Backtrack event's details.
Action
Get RecordingReturns one Backtrack recording with its link, AI summary and transcript.
Action
List My EventsReturns the Backtrack events the connected user can access, optionally for one organization.
Action
List My OrganizationsReturns the Backtrack organizations the connected user belongs to.
Action
List TeamsReturns the Backtrack teams the connected user belongs to, with each team's event code.
Action
Update RecordingUpdates a Backtrack recording's title, description or privacy.
Trigger
Lost DealTriggers when a PipeRun deal is marked as lost.
Trigger
New ActivityTriggers when a new activity is created in PipeRun.
Trigger
New CompanyTriggers when a new company is created in PipeRun.
Trigger
New DealTriggers when a new deal is created in PipeRun.
Trigger
New ItemsTriggers when a new product, service or MRR item is created in PipeRun.
Trigger
New PersonTriggers when a new person (contact) is created in PipeRun.
Trigger
Updated DealTriggers when a deal in PipeRun is updated.
Trigger
Won DealTriggers when a PipeRun deal is marked as won.
Action
Add DealCreates a new deal in a PipeRun pipeline stage.
Action
Add noteAdds a note in PipeRun, optionally linked to a deal, company, person or call.
Action
Create ActivityCreates a new activity (task, call, meeting) in PipeRun.
Action
Create CompanyCreates a new company in PipeRun.
Action
Create ItemCreates a new product, service or recurring (MRR) item in PipeRun.
Action
Create PersonCreates a new person (contact) in PipeRun.
Action
Create ProposalCreates a new proposal on a PipeRun deal.
Action
Find companiesSearches companies in PipeRun by name, CNPJ, website, external code and other filters, returning the matching company records.
Action
Find dealsFinds deals (opportunities) in PipeRun matching the filters you supply, such as title, hash, status, pipeline, stage, owner, company or person.
Action
Find peopleSearches people in PipeRun by name, CPF, company, job title or other filters and returns the matching people.
Action
Get dealReturns the details of a single deal (opportunity) by its ID, optionally with related items, people, companies, custom forms and users.
Action
Update activityUpdates an existing activity in PipeRun, such as its title, status, owner, dates or linked people and companies.
Action
Update companyUpdates an existing company in PipeRun. Only the fields you fill in are changed.
Action
Update dealUpdates an existing deal (opportunity) in PipeRun, changing only the fields you fill in, including its custom fields.
Action
Update itemUpdates a product, service or recurring (MRR) item in your PipeRun catalog.
Action
Update personUpdates an existing person (contact) in PipeRun, including contact details, address, tags and custom fields.
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 Backtrack
Backtrack to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Backtrack to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Backtrack to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Backtrack to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Backtrack to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Backtrack to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into CRM PipeRun
ActiveCampaign to CRM PipeRunActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to CRM PipeRunOrganize anything with Airtable, a modern database created for everyone.
Asana to CRM PipeRunAsana is a collaborative information manager for workspace.
ClickUp to CRM PipeRunClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Brevo to CRM PipeRunBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Calendly to CRM PipeRunCalendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...
Questions
Backtrack and CRM PipeRun, answered
What can start an automation from Backtrack?
Any of Backtrack's 1 trigger in the catalog, including New Recording. Describe the moment in plain language and your agent picks the right one.
What can your agent do in CRM PipeRun when something happens in Backtrack?
Any of CRM PipeRun's 16 actions, including Create Activity, Create Company, Create Item and Create Person. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from CRM PipeRun to Backtrack?
Yes. When something happens in CRM PipeRun, your agent can act in Backtrack too. This page covers both directions: CRM PipeRun's triggers and Backtrack's actions are listed here as well.
Do I have to build a connector for Backtrack or CRM PipeRun?
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 Backtrack and CRM PipeRun 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.