--- title: "Connect DNSFilter and Pipeliner Crm - APIANT.ai" description: "When \"Blocked Page Form Submitted\" fires in DNSFilter, your agent runs \"Add contact\" in Pipeliner Crm." canonical: "https://apiant.ai/connect/dnsfilter-to-pipeliner-crm" --- # Connect DNSFilter and Pipeliner Crm When **Blocked Page Form Submitted** fires in [DNSFilter](https://apiant.ai/connections/dnsfilter), your agent runs **Add contact** in [Pipeliner Crm](https://apiant.ai/connections/pipeliner-crm), or **New account** in Pipeliner Crm to **Add organization user** in DNSFilter. Describe the whole flow and it is built, tested on every scenario and kept running. DNSFilter **4** triggers DNSFilter **29** actions Pipeliner Crm **4** triggers Pipeliner Crm **29** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want DNSFilter and Pipeliner Crm 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 DNSFilter and Pipeliner Crm can do together ### From DNSFilter to Pipeliner Crm - When **Blocked Page Form Submitted** in DNSFilter then **Add contact** in Pipeliner Crm - When **Policy Changed** in DNSFilter then **Add lead** in Pipeliner Crm ### From Pipeliner Crm to DNSFilter - When **New account** in Pipeliner Crm then **Add organization user** in DNSFilter - When **New contact** in Pipeliner Crm then **Add IP address** in DNSFilter 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 DNSFilter and Pipeliner Crm ## Triggers and actions 8 triggers · 58 actions - Trigger **Blocked Page Form Submitted** Triggers when a user submits the form on the blocked page. - Trigger **Blocked Page Visited** Triggered when someone in your DNSFilter account hits a blocked page. - Trigger **Invoice Available** Triggered when a new DNSFilter invoice becomes available. - Trigger **Policy Changed** Triggered when a DNSFilter policy is created or changed. - Action **Add IP address** Adds an IP address to a DNSFilter site (network) so DNS traffic from that address is filtered under the site's policy. - Action **Add organization user** Adds a new or existing user, by email, to a DNSFilter organization with the chosen role. - Action **Add policy** Creates a new DNS filtering policy in a DNSFilter organization, with its allow/block lists, blocked categories and safe-search settings. - Action **Add scheduled report** Creates a scheduled report that emails DNSFilter traffic and threat summaries for an organization on a recurring schedule. - Action **Add to Allow List** Adds a single domain to a DNSFilter policy's allow list, with a note explaining why. - Action **Add to Block List** Adds a single domain to a DNSFilter policy's block list, with a note explaining why. - Action **Allow Category in a Policy** Allows a content category in a DNSFilter policy by taking it off that policy's blocked-category list. - Action **Assign Policy to a Roaming Client** Assigns a DNSFilter policy to a roaming client, so that device filters against that policy. - Action **Assign Policy to a Site** Assigns a DNSFilter policy to a site, so traffic from that site filters against that policy. - Action **Block Category in a Policy** Blocks a content category in a DNSFilter policy by adding it to that policy's blocked-category list. - Action **Create Organization** Creates a new organization under an MSP in DNSFilter. - Action **Create Site** Creates a new site (network) in DNSFilter, optionally on a chosen policy and block page. - Action **Delete IP address** Removes an IP address from your DNSFilter account. - Action **Delete organization user** Removes a user from a DNSFilter organization. The user's account itself is not deleted. - Action **Delete policy** Deletes a policy from your DNSFilter account. - Action **Delete site** Deletes a site (network) from DNSFilter. A site with active roaming clients or LAN proxies cannot be deleted. - Action **Find domain by FQDN** Returns the domain DNSFilter has on record for a fully qualified domain name, including its host, name and associated categories and applications. - Action **Get organization** Returns the details of one DNSFilter organization by its ID, including its name, billing contact, feature flags and associated networks. An error occurs if the organization is not found. - Action **Get policy** Returns a DNSFilter policy by ID, including its allow and block lists, blocked categories and safe search settings. An error occurs if the policy is not found. - Action **Get site** Returns a DNSFilter site (network) by its ID, including its name, address, block page settings and linked policies. - Action **List categories** Returns every DNSFilter content category, including internal categories, with each category's name, description and whether it is a security threat. - Action **List IP addresses** Returns the IP addresses associated with your DNSFilter account, optionally narrowed by a search term. - Action **List organizations** Returns all organizations your DNSFilter account can access, optionally filtered by name, type or MSP. - Action **List organization users** Returns the users of a DNSFilter organization, with their contact details, role and organization access. - Action **List policies** Returns every DNS filtering policy your DNSFilter account can access, with each policy's allow list, block list and settings. - Action **List sites** Returns the sites (networks) in your DNSFilter account, optionally filtered by a search term or by whether a policy is assigned. - Action **Update organization** Updates an organization's name, billing contact, address, plan and privacy settings, and returns the updated organization. - Action **Update policy** Updates a DNSFilter policy's name, safe-search settings, allow/block lists, blocked categories, countries and applications. - Action **Update site** Updates a site's name, organization, policies, block page, address, IP addresses and local DNS settings, and returns the updated site. - Trigger **New account** Fires when a new Account is created, via Coevera/Pipeliner webhooks (real-time updates) on the Accounts entity. - Trigger **New contact** Fires when a new Contact is created, via Coevera/Pipeliner webhooks (real-time updates) on the Contacts entity. - Trigger **New lead** Fires when a new Lead is created, via Coevera/Pipeliner webhooks (real-time updates) on the Leads entity. - Trigger **New opportunity** Fires when a new Opportunity is created, via Coevera/Pipeliner webhooks (real-time updates) on the Opportunities entity. - Action **Add account** Adds a new account - Action **Add appointment** Create an Appointment record. - Action **Add contact** Create a Contact record. - Action **Add lead** Adds a new lead - Action **Add opportunity** Adds a new opportunity in Pipeliner CRM, including any custom opportunity fields defined in your space. - Action **Add product** Adds a new product - Action **Add task** Create a Task (Activity) record. - Action **Delete account** Deletes an account in Pipeliner CRM by its ID. - Action **Delete contact** Deletes a contact in Pipeliner CRM by its ID. - Action **Delete lead** Deletes a lead from Pipeliner CRM by its ID. - Action **Delete opportunity** Deletes an opportunity in Pipeliner CRM by its ID. - Action **Find contacts** Returns up to 100 contacts whose chosen field matches the specified value. - Action **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). - Action **Get account** Returns a single Pipeliner CRM account by its id, including custom field values. - Action **Get contact** Retrieve a single Contact by id. - Action **Get lead** Retrieves a single lead from Pipeliner CRM by its id, including the lead's custom fields. - Action **Get opportunity** Retrieves a single opportunity by its id, including any custom field values defined on opportunities in the account. - Action **List accounts** List/search Account records. - Action **List appointments** List Appointment records. - Action **List contacts** Returns the contacts in the Pipeliner CRM space, optionally filtered by one field and sorted. - Action **List leads** Lists leads in the Pipeliner CRM space, optionally filtered, sorted and expanded. Returns up to 100 leads. - Action **List opportunities** Returns all opportunities in the Pipeliner CRM space, optionally filtered, sorted and expanded. - Action **List products** Returns up to 100 products from the Pipeliner CRM space, optionally filtered by name or SKU. - Action **List tasks** List Task (Activity) records. - Action **Update account** Updates an existing account by ID, including any custom account fields. - Action **Update contact** Updates an existing contact in Pipeliner CRM by ID. Only the fields you fill in are changed. - Action **Update lead** Updates an existing lead by ID - Action **Update opportunity** Updates an existing opportunity by ID - Action **Update task** Updates an existing task by ID ## Each app on its own - [ **DNSFilter** DNSFilter is a cloud-based, AI-driven content filtering and threat protection service.](https://apiant.ai/connections/dnsfilter) - [ **Pipeliner Crm** Visual sales pipeline CRM for managing deals, contacts, and sales workflow automation.](https://apiant.ai/connections/pipeliner-crm) Reviews ## What our customers say ## More from DNSFilter - [ **DNSFilter to Enrich.so** Enrich is a reverse email lookup tool that finds 50+ data points on your prospects using their email.](https://apiant.ai/connect/dnsfilter-to-enrich-so) - [ **DNSFilter to OpenNEM** API for Australian electricity market data, including real-time and historical generation, demand, and price...](https://apiant.ai/connect/dnsfilter-to-opennem) - [ **DNSFilter to Supadata** Supadata is a service for transcribing YouTube, TikTok, Twitter and Instagram video content, providing...](https://apiant.ai/connect/dnsfilter-to-supadata) - [ **DNSFilter to Teamcamp** Teamcamp is an all-in-one project management application with project management, time tracking and invoicing](https://apiant.ai/connect/dnsfilter-to-teamcamp) - [ **DNSFilter to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/dnsfilter-to-hubspot) - [ **DNSFilter to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/dnsfilter-to-salesforce) ## More into Pipeliner Crm - [ **Arxiv to Pipeliner Crm** Open-access repository API for searching and retrieving scholarly preprints in physics, math, CS, and...](https://apiant.ai/connect/arxiv-to-pipeliner-crm) - [ **HubSpot to Pipeliner Crm** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pipeliner-crm) - [ **Slack to Pipeliner Crm** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pipeliner-crm) - [ **Google Sheets to Pipeliner Crm** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-pipeliner-crm) - [ **Gmail to Pipeliner Crm** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pipeliner-crm) - [ **Google Calendar to Pipeliner Crm** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pipeliner-crm) Questions ## DNSFilter and Pipeliner Crm, answered ### ### What can start an automation from DNSFilter? Any of DNSFilter's 4 triggers in the catalog, including Blocked Page Form Submitted, Policy Changed, Blocked Page Visited and Invoice Available. 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 DNSFilter? 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 DNSFilter? Yes. When something happens in Pipeliner Crm, your agent can act in DNSFilter too. This page covers both directions: Pipeliner Crm's triggers and DNSFilter's actions are listed here as well. ### ### Do I have to build a connector for DNSFilter 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 DNSFilter 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.