Integration
Connect Circleback and Pipeliner Crm
When New Action Item fires in Circleback, your agent runs Add contact in Pipeliner Crm, or New account in Pipeliner Crm to Create Action Item in Circleback. 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 Circleback and Pipeliner Crm 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)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 Circleback and Pipeliner Crm can do together
From Circleback to Pipeliner Crm
When New Action Item in Circleback
then Add contact in Pipeliner Crm
From Pipeliner Crm to Circleback
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 Circleback and Pipeliner Crm
Triggers and actions 6 triggers · 53 actions
- New Action Item
Triggers when a new action item is created in your Circleback meetings.
- New Meeting
Triggers when a new meeting appears in your Circleback account.
- Create Action Item
Creates a Circleback action item owned by you.
- Create Folder
Creates a shared Circleback folder in a workspace.
- Create Tag
Creates a Circleback tag.
- Delete Action Item
Deletes a Circleback action item.
- Delete Folder
Deletes a shared Circleback folder; its meetings stay with their owners.
- Delete Meeting
Deletes a Circleback meeting you own.
- Delete Tag
Permanently deletes a Circleback tag and removes it from every meeting.
- Get Company
Returns a company by its domain, with its people and external links.
- Get Folder
Returns a Circleback folder with its members, teams and rules.
- Get Meeting
Returns a Circleback meeting with its notes, attendees, recording link and action items.
- Get Meeting Transcript
Returns the speaker-labeled transcript of a Circleback meeting, one entry per spoken segment.
- Get Person
Returns a person by profile ID with their profile details.
- Import Meeting
Imports an existing meeting into Circleback with its name and notes.
- List Action Items
Returns action items across your Circleback meetings, optionally filtered by status.
- List Calendar Events
Returns upcoming events from your calendars connected to Circleback.
- List Companies
Returns the companies whose people attend your Circleback meetings.
- List Folders
Returns the Circleback folders you can see.
- List Meetings
Returns a page of your Circleback meetings.
- List People
Returns the people who attend your Circleback meetings, most recent first.
- List Tags
Returns every Circleback tag available to you.
- Search Meetings
Searches your Circleback meetings by name and content.
- Update Action Item
Updates a Circleback action item's title, description or status.
- Update Meeting
Updates a Circleback meeting's name, notes or private notes; fields left blank stay the same.
- Update Tag
Updates a Circleback tag's name or description.
- New account
Fires when a new Account is created, via Coevera/Pipeliner webhooks (real-time updates) on the Accounts entity.
- New contact
Fires when a new Contact is created, via Coevera/Pipeliner webhooks (real-time updates) on the Contacts entity.
- New lead
Fires when a new Lead is created, via Coevera/Pipeliner webhooks (real-time updates) on the Leads entity.
- New opportunity
Fires when a new Opportunity is created, via Coevera/Pipeliner webhooks (real-time updates) on the Opportunities entity.
- Add account
Adds a new account
- Add appointment
Create an Appointment record.
- Add contact
Create a Contact record.
- Add lead
Adds a new lead
- Add opportunity
Adds a new opportunity in Pipeliner CRM, including any custom opportunity fields defined in your space.
- Add product
Adds a new product
- Add task
Create a Task (Activity) record.
- Delete account
Deletes an account in Pipeliner CRM by its ID.
- Delete contact
Deletes a contact in Pipeliner CRM by its ID.
- Delete lead
Deletes a lead from Pipeliner CRM by its ID.
- Delete opportunity
Deletes an opportunity in Pipeliner CRM by its ID.
- Find contacts
Returns up to 100 contacts whose chosen field matches the specified value.
- 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).
- Get account
Returns a single Pipeliner CRM account by its id, including custom field values.
- Get contact
Retrieve a single Contact by id.
- Get lead
Retrieves a single lead from Pipeliner CRM by its id, including the lead's custom fields.
- Get opportunity
Retrieves a single opportunity by its id, including any custom field values defined on opportunities in the account.
- List accounts
List/search Account records.
- List appointments
List Appointment records.
- List contacts
Returns the contacts in the Pipeliner CRM space, optionally filtered by one field and sorted.
- List leads
Lists leads in the Pipeliner CRM space, optionally filtered, sorted and expanded. Returns up to 100 leads.
- List opportunities
Returns all opportunities in the Pipeliner CRM space, optionally filtered, sorted and expanded.
- List products
Returns up to 100 products from the Pipeliner CRM space, optionally filtered by name or SKU.
- List tasks
List Task (Activity) records.
- Update account
Updates an existing account by ID, including any custom account fields.
- Update contact
Updates an existing contact in Pipeliner CRM by ID. Only the fields you fill in are changed.
- Update lead
Updates an existing lead by ID
- Update opportunity
Updates an existing opportunity by ID
- Update task
Updates an existing task by ID
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
Circleback and Pipeliner Crm, answered
What can start an automation from Circleback?
Any of Circleback's 2 triggers in the catalog, including New Action Item and New Meeting. 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 Circleback?
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 Circleback?
Yes. When something happens in Pipeliner Crm, your agent can act in Circleback too. This page covers both directions: Pipeliner Crm's triggers and Circleback's actions are listed here as well.
Do I have to build a connector for Circleback 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 Circleback 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.