Integration
Connect Bento and PipelineDeals
When New Tag fires in Bento, your agent runs Add tags to person in PipelineDeals, or Updated person lead status in PipelineDeals to Send Transactional Email in Bento. 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 Bento and PipelineDeals 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 Bento and PipelineDeals can do together
From Bento to PipelineDeals
When New Tag in Bento
then Add tags to person in PipelineDeals
From PipelineDeals to Bento
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 Bento and PipelineDeals
Triggers and actions 2 triggers · 53 actions
- New Tag
Triggers when a new tag is created on your Bento site.
- Add broadcast
Creates a broadcast email draft in Bento, optionally scheduled and approved for sending to tagged or segmented subscribers.
- Create Field
Creates a custom subscriber field on your Bento site.
- Create or Update User
Creates a Bento subscriber, or updates the name of an existing one, by email address.
- Create or Update User and Apply Tag
Creates or updates a Bento subscriber by email and applies one or more tags, without triggering Flows.
- Create or Update User and Apply Tag (Trigger Flows)
Applies a tag to a Bento subscriber (creating them if needed) through an event, so any Flows listening for that tag start.
- Create Tag
Creates a tag on your Bento site.
- Delete tag
Discards a tag in Bento by name (running it on an already-discarded tag restores it).
- Fetch Site Metrics
Returns your Bento site's user, subscriber and unsubscriber counts.
- Fetch Subscriber
Returns a Bento subscriber's details, tags and custom fields by email address.
- Get email template
Returns one email template, including its name, subject and HTML content.
- Get segment
Returns one segment, including its name, description and filter definition.
- Import subscribers
Queues up to 1,000 subscribers for import or update in Bento. Imports do not trigger automations.
- List Broadcasts
Returns one page of Bento broadcasts with the chosen status, including their send stats.
- List Fields
Returns every custom subscriber field on your Bento site.
- List segments
Returns all segments in your Bento site.
- List sequences
Returns the sequences on your Bento site, including each sequence's email templates.
- List Tags
Returns every tag on your Bento site.
- List workflows
Returns all workflows on the Bento site, with their name, status and email templates.
- Remove Tag from Subscriber
Removes a tag from a Bento subscriber by email.
- Send Transactional Email
Sends an email through Bento to one recipient, optionally as transactional so it reaches unsubscribed people.
- Track Event
Records a custom event for a Bento subscriber, optionally updating their profile fields; events can start Flows.
- Track Subscribe Event
Subscribes or unsubscribes a Bento subscriber by email.
- Track Unique Event
Records a purchase for a Bento subscriber with its value, counted once per order ID.
- Update email template
Updates the subject, HTML content, or editor type of a Bento email template.
- Update Subscriber Field
Sets one custom field value on a Bento subscriber.
- Validate Email
Checks whether an email address looks valid and deliverable.
- Updated person lead status
Triggered when a person is updated to the specified lead status. Polls people sorted by most-recently-updated and surfaces each person's lead status.
- Add or update person
Adds a new person if the email does not exist, otherwise updates the existing person.
- Add project
Creates a project in Pipeline CRM, optionally linking deals, companies, people and collaborators.
- Add tags to person
Adds one or more tags to a person (matched by email). Separate multiple tags with commas.
- Create company
Creates a new company in PipelineDeals.
- Create deal
Creates a new deal in PipelineDeals.
- Create person
Creates a new person (contact) in PipelineDeals.
- Create person activity
Creates a new activity (note) attached to a person if the email address is found. If the person has a single deal the activity is also attached to that.
- Create person activity (custom)
Creates a new activity (note) attached to a person if the email address is found. If the person has a single deal the activity is also attached to that. If the person has multiple deals the activity is created without a deal attachment.
- Create person document
Uploads a new document attached to a person if the email address is found. If the person has a single deal the document is also attached to that.
- Delete company
Deletes a company.
- Delete deal
Deletes a deal.
- Delete note
Deletes a note.
- Delete person
Deletes a person by ID.
- Find calendar entries
Returns the tasks and events on your calendar that match the filters you set, such as type, completion, date range, or the person, deal or company they are about.
- Find companies
Finds companies whose name matches the search text.
- Find deals
Finds deals whose name matches the search text.
- Find people
Finds people (contacts and leads) matching the search text, name, email, phone, company, type and other criteria you supply. Returns up to 200 matching people.
- Find projects
Finds projects whose name contains the text you give, optionally narrowed by owner, status, archived state and dates. Returns the matching projects.
- Get company
Returns a company by ID.
- Get deal
Retrieves a single deal by ID.
- Get note
Returns a single note (activity) by its id, including its content, category, linked deal, person or company, and comments.
- Get person
Retrieves a single person by ID.
- Get project
Returns a project by its ID, including its associated deals, people, companies, milestones and custom field values.
- Update company
Updates a company's name, phone or website.
- Update note
Changes the text of a note.
- Update person
Updates an existing person by ID in PipelineDeals.
- Update project
Updates an existing project in Pipeline CRM, changing only the details you fill in.
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 Bento
Bento to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Bento to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Bento to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Bento to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Bento to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Bento to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into PipelineDeals
Google Drive to PipelineDealsGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to PipelineDealsMailchimp marketing automation and email platform.
Questions
Bento and PipelineDeals, answered
What can start an automation from Bento?
Any of Bento's 1 trigger in the catalog, including New Tag. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PipelineDeals when something happens in Bento?
Any of PipelineDeals's 27 actions, including Create company, Create deal, Create person and Create person activity. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PipelineDeals to Bento?
Yes. When something happens in PipelineDeals, your agent can act in Bento too. This page covers both directions: PipelineDeals's triggers and Bento's actions are listed here as well.
Do I have to build a connector for Bento or PipelineDeals?
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 Bento and PipelineDeals 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.