Integration
Connect Captivated and PipelineDeals
When New or Updated Contact fires in Captivated, your agent runs Create deal in PipelineDeals, or Updated person lead status in PipelineDeals to Create or Update Contact in Captivated. 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 Captivated 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 Captivated and PipelineDeals can do together
From Captivated to PipelineDeals
When New or Updated Contact in Captivated
then Create deal in PipelineDeals
From PipelineDeals to Captivated
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 Captivated and PipelineDeals
Triggers and actions 4 triggers · 47 actions
- New or Updated Contact
Triggers when a contact is created or updated in Captivated.
- New Tag
Triggers when a new contact tag is created.
- New Template
Triggers when a new message template is created.
- Create or Update Contact
Creates a contact, or updates the matching one, in Captivated.
- Create Tag
Creates a contact tag.
- Create Template
Creates a message template.
- Delete Contact
Deletes a contact.
- Delete Tag
Deletes a tag.
- Get Bulk Job Status
Returns the status and results of a bulk message job.
- Get Contact
Returns one contact by its ID.
- Get Message
Returns one message and its delivery state.
- Get Tag
Returns one tag by its ID.
- Get Template
Returns one message template by its ID.
- Get User
Returns one Captivated user by ID.
- List Contacts
Returns a page of contacts, optionally only those updated since a time.
- List Conversation Messages
Returns the messages in one conversation.
- List Tags
Returns a page of contact tags.
- List Templates
Returns a page of message templates.
- Send Bulk Messages
Queues a batch of text messages and returns the bulk job ID.
- Send Message
Sends a text message from one of your Captivated numbers to a recipient.
- Update Contact
Updates the fields you supply on an existing contact.
- Update Tag
Renames or recolors a tag.
- Update Template
Updates a message template's name or text.
- 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
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Questions
Captivated and PipelineDeals, answered
What can start an automation from Captivated?
Any of Captivated's 3 triggers in the catalog, including New or Updated Contact, New Tag and New Template. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PipelineDeals when something happens in Captivated?
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 Captivated?
Yes. When something happens in PipelineDeals, your agent can act in Captivated too. This page covers both directions: PipelineDeals's triggers and Captivated's actions are listed here as well.
Do I have to build a connector for Captivated 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 Captivated 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.