Integration
Connect CRM PipeRun and Invoice Ninja
When New Activity fires in CRM PipeRun, your agent runs Email Invoice in Invoice Ninja, or New expense in Invoice Ninja to Add Deal in CRM PipeRun. 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 CRM PipeRun and Invoice Ninja 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 CRM PipeRun and Invoice Ninja can do together
From CRM PipeRun to Invoice Ninja
When New Activity in CRM PipeRun
then Email Invoice in Invoice Ninja
When New Company in CRM PipeRun
then Email Quote in Invoice Ninja
From Invoice Ninja to CRM PipeRun
When New expense in Invoice Ninja
then Add Deal in CRM PipeRun
When New task in Invoice Ninja
then Add note in CRM PipeRun
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 CRM PipeRun and Invoice Ninja
Triggers and actions 10 triggers · 28 actions
Trigger
Lost DealTriggers when a PipeRun deal is marked as lost.
Trigger
New ActivityTriggers when a new activity is created in PipeRun.
Trigger
New CompanyTriggers when a new company is created in PipeRun.
Trigger
New DealTriggers when a new deal is created in PipeRun.
Trigger
New ItemsTriggers when a new product, service or MRR item is created in PipeRun.
Trigger
New PersonTriggers when a new person (contact) is created in PipeRun.
Trigger
Updated DealTriggers when a deal in PipeRun is updated.
Trigger
Won DealTriggers when a PipeRun deal is marked as won.
Action
Add DealCreates a new deal in a PipeRun pipeline stage.
Action
Add noteAdds a note in PipeRun, optionally linked to a deal, company, person or call.
Action
Create ActivityCreates a new activity (task, call, meeting) in PipeRun.
Action
Create CompanyCreates a new company in PipeRun.
Action
Create ItemCreates a new product, service or recurring (MRR) item in PipeRun.
Action
Create PersonCreates a new person (contact) in PipeRun.
Action
Create ProposalCreates a new proposal on a PipeRun deal.
Action
Find companiesSearches companies in PipeRun by name, CNPJ, website, external code and other filters, returning the matching company records.
Action
Find dealsFinds deals (opportunities) in PipeRun matching the filters you supply, such as title, hash, status, pipeline, stage, owner, company or person.
Action
Find peopleSearches people in PipeRun by name, CPF, company, job title or other filters and returns the matching people.
Action
Get dealReturns the details of a single deal (opportunity) by its ID, optionally with related items, people, companies, custom forms and users.
Action
Update activityUpdates an existing activity in PipeRun, such as its title, status, owner, dates or linked people and companies.
Action
Update companyUpdates an existing company in PipeRun. Only the fields you fill in are changed.
Action
Update dealUpdates an existing deal (opportunity) in PipeRun, changing only the fields you fill in, including its custom fields.
Action
Update itemUpdates a product, service or recurring (MRR) item in your PipeRun catalog.
Action
Update personUpdates an existing person (contact) in PipeRun, including contact details, address, tags and custom fields.
Trigger
New expenseTriggers when a new expense is created in Invoice Ninja.
Trigger
New taskTriggers when a new task is created in Invoice Ninja.
Action
Create ProductCreates a product in your Invoice Ninja company and returns the new product record.
Action
Delete invoiceDeletes an invoice from your Invoice Ninja company by its id.
Action
Email InvoiceEmails an invoice to its client using the chosen email template, optionally with a custom subject, body and CC address.
Action
Email QuoteEmails an existing quote to its client, using a quote template or a custom subject and body. Returns the confirmation message and the quote that was emailed.
Action
Find ClientFinds clients by name, email, number or search text and returns the matching client records.
Action
Find CreditReturns the credits that match a credit number, search text, client, status or date.
Action
Find InvoiceFinds invoices by number, search text, client, status or date, and returns the matches with the first one broken out.
Action
Find paymentsReturns the payments that match a payment number, search text, client or other criteria.
Action
Find ProductFinds products in Invoice Ninja by name, product key or other filters, returning the matches and the first match.
Action
Find ProjectFinds projects whose name, number or notes match the search text and returns the matches.
Action
Find QuoteReturns the quotes that match a quote number, search text, client, status or date criteria.
Action
Update PaymentUpdates an existing payment's details in Invoice Ninja and returns the updated payment.
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
More from CRM PipeRun
CRM PipeRun to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
CRM PipeRun to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
CRM PipeRun to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
CRM PipeRun to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
CRM PipeRun to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
CRM PipeRun to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Invoice Ninja
HubSpot to Invoice NinjaHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to Invoice NinjaGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Invoice NinjaGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Invoice NinjaGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to Invoice NinjaGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
ActiveCampaign to Invoice NinjaActiveCampaign is a marketing automation, email marketing, and CRM platform.
Questions
CRM PipeRun and Invoice Ninja, answered
What can start an automation from CRM PipeRun?
Any of CRM PipeRun's 8 triggers in the catalog, including New Activity, New Company, New Deal and New Items. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Invoice Ninja when something happens in CRM PipeRun?
Any of Invoice Ninja's 12 actions, including Create Product, Update Payment, Email Invoice and Email Quote. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Invoice Ninja to CRM PipeRun?
Yes. When something happens in Invoice Ninja, your agent can act in CRM PipeRun too. This page covers both directions: Invoice Ninja's triggers and CRM PipeRun's actions are listed here as well.
Do I have to build a connector for CRM PipeRun or Invoice Ninja?
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 CRM PipeRun and Invoice Ninja 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.