Integration
Connect CRM PipeRun and Vouchsafe
When New Activity fires in CRM PipeRun, your agent runs Perform smart lookup in Vouchsafe, or User Needs Review in Vouchsafe 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 Vouchsafe 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 Vouchsafe can do together
From CRM PipeRun to Vouchsafe
When New Activity in CRM PipeRun
then Perform smart lookup in Vouchsafe
From Vouchsafe to 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 Vouchsafe
Triggers and actions 10 triggers · 24 actions
- 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.
- User Needs Review
Triggers when a user could not be automatically verified, and needs your review.
- User Verified
Triggers when a verification is automatically completed.
- Find addresses by postcode
Search for addresses matching a given postcode.
- Get account detail
Retrieve details for a specific monitored account (subject of an alert).
- Get team
Retrieve details for a Vouchsafe team/workspace by ID.
- Get verification
Retrieve a verification case's status and check results by ID.
- List verifications
List verification cases for the team.
- Perform smart lookup
Look up and enrich identity details (e.g. email/phone) via Vouchsafe's smart lookup service.
- Request Verification
Starts a verification session for an applicant, new user or customer.
- Toggle alerts
Enable or disable proactive alert monitoring for an account.
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 Vouchsafe
Questions
CRM PipeRun and Vouchsafe, 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 Vouchsafe when something happens in CRM PipeRun?
Any of Vouchsafe's 8 actions, including Find addresses by postcode, Get account detail, Get team and Get verification. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Vouchsafe to CRM PipeRun?
Yes. When something happens in Vouchsafe, your agent can act in CRM PipeRun too. This page covers both directions: Vouchsafe's triggers and CRM PipeRun's actions are listed here as well.
Do I have to build a connector for CRM PipeRun or Vouchsafe?
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 Vouchsafe 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.