--- title: "Connect ClickMagick and Pipeliner - APIANT.ai" description: "When \"New Project Action\" fires in ClickMagick, your agent runs \"Add contact\" in Pipeliner, or \"New account\" in Pipeliner to \"List projects\" in ClickMagick." canonical: "https://apiant.ai/connect/clickmagick-to-pipeliner" --- # Connect ClickMagick and Pipeliner When **New Project Action** fires in [ClickMagick](https://apiant.ai/connections/clickmagick), your agent runs **Add contact** in [Pipeliner](https://apiant.ai/connections/pipeliner), or **New account** in Pipeliner to **List projects** in ClickMagick. Describe the whole flow and it is built, tested on every scenario and kept running. ClickMagick **2** triggers ClickMagick **9** actions Pipeliner **5** triggers Pipeliner **18** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ClickMagick and Pipeliner to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What ClickMagick and Pipeliner can do together ### From ClickMagick to Pipeliner - When **New Project Action** in ClickMagick then **Add contact** in Pipeliner - When **New Project Sale** in ClickMagick then **Add lead** in Pipeliner ### From Pipeliner to ClickMagick - When **New account** in Pipeliner then **List projects** in ClickMagick - When **New contact** in Pipeliner then **Delete project** in ClickMagick 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 ClickMagick and Pipeliner ## Triggers and actions 7 triggers · 27 actions - Trigger **New Project Action** Triggers when a new action is recorded in a ClickMagick project, or in any project if none is chosen. - Trigger **New Project Sale** Triggered when a new sale is recorded in a ClickMagick project, or across all projects. - Action **Delete project** Permanently deletes a Project and all of its clicks, actions, engagements and sales. - Action **Delete smart link** Permanently deletes a Smart Link and all of its associated clicks. - Action **Get visitor profile** Returns a visitor's identity and lifetime summary, plus a time-sorted log of their clicks and conversions, looked up by Visitor ID or email address. - Action **List actions** Returns the actions recorded for one ClickMagick project or across all projects, optionally filtered by time range and UTM values and credited using a chosen attribution model. - Action **List engagements** Returns the engagements recorded across all ClickMagick projects under the chosen attribution model, optionally narrowed by time range and UTM values. - Action **List projects** Returns the ClickMagick Projects in the account with their IDs and names, optionally only those whose name contains a search term. - Action **List rotators** Returns the Rotators in your ClickMagick account with their IDs, names, slugs and modes, optionally narrowed by group or name. - Action **List sales** Returns the sales recorded for one project or across all projects, with each sale's amount, visitor and UTM details, optionally filtered by time range and UTM values. - Action **List smart links** Returns your ClickMagick Smart Links with their IDs, names, slugs and groups, optionally narrowed by group or name. - Trigger **New account** Fires when a new Account is created in Pipeliner. - Trigger **New contact** Fires when a new Contact is created in Pipeliner. - Trigger **New lead** Fires when a new Lead is created in Pipeliner. - Trigger **New opportunity** Fires when a new Opportunity is created in Pipeliner. - Trigger **Updated opportunity** Fires when an Opportunity is updated in Pipeliner. - Action **Add account** Adds a new account - Action **Add contact** Create a new Contact record. - Action **Add lead** Create a new Lead record. - Action **Add note** Adds a note to an account, contact, lead, opportunity, project, quote or custom entity record in Pipeliner. - Action **Add opportunity** Create a new Opportunity record. - Action **Add product** Create a new Product record. - Action **Delete account** Deletes a Pipeliner account by its id. - Action **Delete contact** Remove Contact with given id. - Action **Find accounts by name** Returns up to 30 accounts whose name matches the specified name. - Action **Find contacts by email** Returns up to 30 contacts whose primary email matches the specified email. - Action **Get account** Retrieves a single account by its id. - Action **Get contact** Return Contact with given id. - Action **Get lead** Return Lead with given id. - Action **Get opportunity** Return Opportunity with given id. - Action **Update account** Update an existing Account record. - Action **Update contact** Update an existing Contact record. - Action **Update lead** Update an existing Lead record. - Action **Update opportunity** Update an existing Opportunity record. ## Each app on its own - [ **ClickMagick** Bulletproof tracking and conversion attribution, plus Audience Optimization which allows your ad networks to...](https://apiant.ai/connections/clickmagick) - [ **Pipeliner** CRM software with a visual drag-and-drop sales pipeline, deal tracking, and AI-assisted email, forecasting...](https://apiant.ai/connections/pipeliner) Reviews ## What our customers say ## More from ClickMagick - [ **ClickMagick to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/clickmagick-to-hubspot) - [ **ClickMagick to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/clickmagick-to-salesforce) - [ **ClickMagick to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/clickmagick-to-slack) - [ **ClickMagick to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/clickmagick-to-google-sheets) - [ **ClickMagick to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/clickmagick-to-gmail) - [ **ClickMagick to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/clickmagick-to-google-calendar) ## More into Pipeliner - [ **HubSpot to Pipeliner** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pipeliner) - [ **Gmail to Pipeliner** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pipeliner) - [ **Google Calendar to Pipeliner** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pipeliner) - [ **Google Drive to Pipeliner** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-pipeliner) - [ **Mailchimp to Pipeliner** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-pipeliner) - [ **Pipedrive to Pipeliner** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-pipeliner) Questions ## ClickMagick and Pipeliner, answered ### ### What can start an automation from ClickMagick? Any of ClickMagick's 2 triggers in the catalog, including New Project Action and New Project Sale. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Pipeliner when something happens in ClickMagick? 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 ClickMagick? Yes. When something happens in Pipeliner, your agent can act in ClickMagick too. This page covers both directions: Pipeliner's triggers and ClickMagick's actions are listed here as well. ### ### Do I have to build a connector for ClickMagick 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 ClickMagick 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.