Integration
Connect Checkvist and CRM PipeRun
When New List fires in Checkvist, your agent runs Add Deal in CRM PipeRun, or New Activity in CRM PipeRun to Create Task Note in Checkvist. 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 Checkvist 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 Checkvist and CRM PipeRun can do together
From Checkvist to CRM PipeRun
When New List in Checkvist
then Add Deal in CRM PipeRun
From CRM PipeRun to Checkvist
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 Checkvist and CRM PipeRun
Triggers and actions 10 triggers · 31 actions
- New List
Triggered when a new checklist is created in Checkvist.
- New List Item
Triggered when a new item is added to the chosen Checkvist checklist.
- Close Task
Marks a task in a Checkvist checklist as closed (done) and returns the updated task.
- Create List Item
Adds a new item (task) to a Checkvist checklist and returns the created item.
- Create New List
Creates a new Checkvist checklist and returns it.
- Create Several List Items
Adds several items to a Checkvist checklist at once from a block of text (one item per line) and returns the created items.
- Create Task Note
Adds a note (comment) to a task in a Checkvist checklist and returns the new note.
- Delete Checklist
Deletes a Checkvist checklist and returns the deleted list.
- Delete List Item
Deletes an item (task) from a Checkvist checklist and returns the deleted item.
- Get Checklist
Returns a single Checkvist checklist by its ID, with its name, sharing settings and item counts.
- Get List Item
Returns a single item (task) from a Checkvist checklist, optionally with its notes.
- List Checklists
Returns the Checkvist checklists the connected account can see.
- List List Items
Returns the items (tasks) in a Checkvist checklist.
- List Task Notes
Returns the notes (comments) on a task in a Checkvist checklist.
- Reopen Task
Reopens a closed task in a Checkvist checklist and returns the updated task.
- Update Checklist
Updates a Checkvist checklist's name or sharing setting and returns the updated list.
- Update List Item
Updates an item (task) in a Checkvist checklist and returns the updated item.
- Lost Deal
Triggers when a PipeRun deal is marked as lost.
- New Activity
Triggers when a new activity is created in PipeRun.
- New Company
Triggers when a new company is created in PipeRun.
- New Deal
Triggers when a new deal is created in PipeRun.
- New Items
Triggers when a new product, service or MRR item is created in PipeRun.
- New Person
Triggers when a new person (contact) is created in PipeRun.
- Updated Deal
Triggers when a deal in PipeRun is updated.
- Won Deal
Triggers when a PipeRun deal is marked as won.
- Add Deal
Creates a new deal in a PipeRun pipeline stage.
- Add note
Adds a note in PipeRun, optionally linked to a deal, company, person or call.
- Create Activity
Creates a new activity (task, call, meeting) in PipeRun.
- Create Company
Creates a new company in PipeRun.
- Create Item
Creates a new product, service or recurring (MRR) item in PipeRun.
- Create Person
Creates a new person (contact) in PipeRun.
- Create Proposal
Creates a new proposal on a PipeRun deal.
- Find companies
Searches companies in PipeRun by name, CNPJ, website, external code and other filters, returning the matching company records.
- Find deals
Finds deals (opportunities) in PipeRun matching the filters you supply, such as title, hash, status, pipeline, stage, owner, company or person.
- Find people
Searches people in PipeRun by name, CPF, company, job title or other filters and returns the matching people.
- Get deal
Returns the details of a single deal (opportunity) by its ID, optionally with related items, people, companies, custom forms and users.
- Update activity
Updates an existing activity in PipeRun, such as its title, status, owner, dates or linked people and companies.
- Update company
Updates an existing company in PipeRun. Only the fields you fill in are changed.
- Update deal
Updates an existing deal (opportunity) in PipeRun, changing only the fields you fill in, including its custom fields.
- Update item
Updates a product, service or recurring (MRR) item in your PipeRun catalog.
- Update person
Updates 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
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Questions
Checkvist and CRM PipeRun, answered
What can start an automation from Checkvist?
Any of Checkvist's 2 triggers in the catalog, including New List and New List Item. 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 Checkvist?
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 Checkvist?
Yes. When something happens in CRM PipeRun, your agent can act in Checkvist too. This page covers both directions: CRM PipeRun's triggers and Checkvist's actions are listed here as well.
Do I have to build a connector for Checkvist 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 Checkvist 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.