Integration
Connect BoldDesk and Pipeliner
When Create Contact fires in BoldDesk, your agent runs Add contact in Pipeliner, or New account in Pipeliner to Create Contact in BoldDesk. 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 BoldDesk and Pipeliner 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 BoldDesk and Pipeliner can do together
From BoldDesk to Pipeliner
When Create Contact in BoldDesk
then Add contact in Pipeliner
From Pipeliner to BoldDesk
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 BoldDesk and Pipeliner
Triggers and actions 13 triggers · 30 actions
- Create Contact
Triggers when a new contact is created in BoldDesk.
- Create Contact Group
Triggers when a new contact group (organization) is created in BoldDesk.
- Create Ticket
Triggers when a new support ticket is created in BoldDesk.
- Create Ticket Note
Triggers when a new note is added to the chosen BoldDesk ticket.
- Create Ticket Reply
Triggers when a new reply is added to a ticket.
- Updated Contact
Triggers when a contact is created or updated in BoldDesk.
- Updated Contact Group
Triggers when a contact group is created or updated in BoldDesk.
- Updated Ticket
Triggers when a ticket is created or updated in BoldDesk.
- Create Contact
Creates a new contact in BoldDesk and returns the new contact's ID.
- Create Contact Group
Creates a new contact group (organization) in BoldDesk and returns its ID.
- Create Ticket
Creates a new support ticket in BoldDesk for a requester and returns the new ticket's ID.
- Create Ticket Note
Adds a note to an existing BoldDesk ticket.
- Create Ticket Reply
Posts a reply on an existing BoldDesk ticket.
- Find Contact
Finds a BoldDesk contact by email address and returns its details.
- Find Contact Group
Finds a BoldDesk contact group (organization) by its name and returns its details.
- Find Ticket
Returns one BoldDesk ticket by its ticket ID, with its subject, status, priority, requester and assigned agent.
- Find Ticket by External Reference Id
Finds the BoldDesk ticket that carries a given external reference ID and returns it.
- Update Contact
Updates fields on an existing BoldDesk contact.
- Update Contact Group
Updates fields on an existing BoldDesk contact group.
- Update Ticket
Updates fields on an existing BoldDesk ticket, such as status, priority, agent or custom fields.
- New account
Fires when a new Account is created in Pipeliner.
- New contact
Fires when a new Contact is created in Pipeliner.
- New lead
Fires when a new Lead is created in Pipeliner.
- New opportunity
Fires when a new Opportunity is created in Pipeliner.
- Updated opportunity
Fires when an Opportunity is updated in Pipeliner.
- Add account
Adds a new account
- Add contact
Create a new Contact record.
- Add lead
Create a new Lead record.
- Add note
Adds a note to an account, contact, lead, opportunity, project, quote or custom entity record in Pipeliner.
- Add opportunity
Create a new Opportunity record.
- Add product
Create a new Product record.
- Delete account
Deletes a Pipeliner account by its id.
- Delete contact
Remove Contact with given id.
- Find accounts by name
Returns up to 30 accounts whose name matches the specified name.
- Find contacts by email
Returns up to 30 contacts whose primary email matches the specified email.
- Get account
Retrieves a single account by its id.
- Get contact
Return Contact with given id.
- Get lead
Return Lead with given id.
- Get opportunity
Return Opportunity with given id.
- Update account
Update an existing Account record.
- Update contact
Update an existing Contact record.
- Update lead
Update an existing Lead record.
- Update opportunity
Update an existing Opportunity record.
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
BoldDesk and Pipeliner, answered
What can start an automation from BoldDesk?
Any of BoldDesk's 8 triggers in the catalog, including Create Contact, Create Contact Group, Create Ticket and Create Ticket Note. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Pipeliner when something happens in BoldDesk?
Any of Pipeliner's 18 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 to BoldDesk?
Yes. When something happens in Pipeliner, your agent can act in BoldDesk too. This page covers both directions: Pipeliner's triggers and BoldDesk's actions are listed here as well.
Do I have to build a connector for BoldDesk or Pipeliner?
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 BoldDesk and Pipeliner 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.