--- title: "Connect BaseLinker and Pipeliner Crm - APIANT.ai" description: "When \"New Order\" fires in BaseLinker, your agent runs \"Add contact\" in Pipeliner Crm, or \"New account\" in Pipeliner Crm to \"Add Invoice\" in BaseLinker." canonical: "https://apiant.ai/connect/baselinker-to-pipeliner-crm" --- # Connect BaseLinker and Pipeliner Crm When **New Order** fires in [BaseLinker](https://apiant.ai/connections/baselinker), your agent runs **Add contact** in [Pipeliner Crm](https://apiant.ai/connections/pipeliner-crm), or **New account** in Pipeliner Crm to **Add Invoice** in BaseLinker. Describe the whole flow and it is built, tested on every scenario and kept running. BaseLinker **1** trigger BaseLinker **24** 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 BaseLinker 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 BaseLinker and Pipeliner Crm can do together ### From BaseLinker to Pipeliner Crm - When **New Order** in BaseLinker then **Add contact** in Pipeliner Crm - When **New Order** in BaseLinker then **Add lead** in Pipeliner Crm ### From Pipeliner Crm to BaseLinker - When **New account** in Pipeliner Crm then **Add Invoice** in BaseLinker - When **New contact** in Pipeliner Crm then **Add Order** in BaseLinker 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 BaseLinker and Pipeliner Crm ## Triggers and actions 5 triggers · 53 actions - Trigger **New Order** Triggers when a new confirmed order appears in the BaseLinker order manager. - Action **Add a Tracking Number** Adds a tracking number from a courier shipment created outside BaseLinker to an order. - Action **Add CRM client** Creates a new CRM client in BaseLinker, or updates an existing one when a CRM client ID is given. Returns the client's ID. - Action **Add Invoice** Issues an invoice for an order in the BaseLinker order manager. - Action **Add Order** Creates a new order in the Base (BaseLinker) order manager with buyer, delivery, billing and product details, and returns the new order's ID. - Action **Add order product** Adds a product line item to an existing BaseLinker order and returns the new item's id. - Action **Add order return** Creates a new order return in the BaseLinker return manager, optionally linked to an existing order, and returns its ID. - Action **Add Payment** Records a payment on a BaseLinker order, setting the order's paid amount, date and comment. - Action **Add product** Creates a new product in a BaseLinker (Base) inventory catalog and returns its product ID. - Action **Delete order** Deletes an order from the BaseLinker order manager. - Action **Delete product** Deletes a product from a BaseLinker product catalog. - Action **Find orders** Finds orders in the Base order manager matching the filters you give (order ID, buyer email, status, source, dates). Returns up to 100 orders. - Action **Get CRM clients** Returns CRM clients from BaseLinker, optionally filtered by client ID, email, phone, login, invoice company, tax ID, full name or status. Returns up to 100 clients. - Action **Get Order Fields** Returns the custom extra fields defined for orders in BaseLinker, with each field's ID, name, editor type and allowed options. - Action **Get Order Package** Returns the courier shipments (packages) created for a BaseLinker order, with tracking numbers, courier and tracking status. - Action **Get Order Returns** Returns order returns from the BaseLinker return manager, optionally narrowed by order, return, date, status or source (up to 100 at a time). - Action **Get product** Returns the full details of one product from a BaseLinker catalog, including prices, stock, text fields, images and variants. - Action **List inventories** Returns the product catalogs (inventories) in your BaseLinker account, with their languages, price groups and warehouses. - Action **List order statuses** Returns the order statuses created in the BaseLinker order manager, with their names, colors and groups. - Action **List products** Returns the basic data (ID, SKU, EAN, name, prices and stock) of products in a BaseLinker catalog, optionally filtered by category, tag, SKU, EAN, name, price or stock. - Action **Update Order** Updates selected fields of an existing BaseLinker order, such as addresses, comments, delivery details and extra fields. Fields left blank are not changed. - Action **Update Order Status** Changes the status of a BaseLinker order to the status you choose. - Action **Update product** Updates an existing product in a BaseLinker catalog. Only the fields you fill in are changed. - Action **Update product prices** Updates the gross prices of up to 1000 products or variants in a BaseLinker catalog, per price group. - Action **Update product stock** Updates the stock levels of products or variants in a BaseLinker catalog, per warehouse. - 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 - [ **BaseLinker** BaseLinker is a cloud-based system integrating 1000+ marketplaces, stores, carriers, accounting and many more.](https://apiant.ai/connections/baselinker) - [ **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 BaseLinker - [ **BaseLinker to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/baselinker-to-hubspot) - [ **BaseLinker to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/baselinker-to-salesforce) - [ **BaseLinker to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/baselinker-to-slack) - [ **BaseLinker to Google Sheets** Google Sheets](https://apiant.ai/connect/baselinker-to-google-sheets) - [ **BaseLinker to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/baselinker-to-gmail) - [ **BaseLinker to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/baselinker-to-google-calendar) ## 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](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 ## BaseLinker and Pipeliner Crm, answered ### ### What can start an automation from BaseLinker? Any of BaseLinker's 1 trigger in the catalog, including New Order. 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 BaseLinker? 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 BaseLinker? Yes. When something happens in Pipeliner Crm, your agent can act in BaseLinker too. This page covers both directions: Pipeliner Crm's triggers and BaseLinker's actions are listed here as well. ### ### Do I have to build a connector for BaseLinker 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 BaseLinker 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.