# Connect Fluent Support and Pipeliner

When **New Customer** fires in [Fluent Support](https://apiant.ai/connections/fluent-support), your agent runs **Add contact** in [Pipeliner](https://apiant.ai/connections/pipeliner), or **New account** in Pipeliner to **Add Tag to Ticket** in Fluent Support. Describe the whole flow and it is built, tested on every scenario and kept running.

Fluent Support **2** triggers Fluent Support **10** 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 Fluent Support 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 Fluent Support and Pipeliner can do together

### From Fluent Support to Pipeliner

- When **New Customer** in Fluent Support then **Add contact** in Pipeliner
- When **New Ticket** in Fluent Support then **Add lead** in Pipeliner

### From Pipeliner to Fluent Support

- When **New account** in Pipeliner then **Add Tag to Ticket** in Fluent Support
- When **New contact** in Pipeliner then **Create Customer** in Fluent Support

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 Fluent Support and Pipeliner

## Triggers and actions 7 triggers · 28 actions

- Trigger

**New Customer**

Triggers when a new customer is added in Fluent Support.

- Trigger

**New Ticket**

Triggers when a new support ticket is created in Fluent Support.

- Action

**Add Tag to Ticket**

Adds an existing tag to a Fluent Support ticket.

- Action

**Close Ticket**

Closes a Fluent Support ticket.

- Action

**Create Customer**

Creates a new customer in Fluent Support with their name, email, contact details and an optional note.

- Action

**Create Ticket**

Creates a new support ticket in Fluent Support for an existing customer.

- Action

**Get Ticket**

Returns a Fluent Support ticket with its customer, responses and details.

- Action

**List Customers**

Returns the customers in your Fluent Support help desk, optionally filtered by a search term.

- Action

**List Tickets**

Returns support tickets from Fluent Support, optionally matching a search term.

- Action

**Reopen Ticket**

Reopens a closed Fluent Support ticket.

- Action

**Reply to Ticket**

Adds an agent reply or internal note to a Fluent Support ticket, optionally closing the ticket.

- Action

**Update Ticket**

Updates one property of a ticket — its priority, customer priority, assigned agent or product.

- 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

- [ **Fluent Support** WordPress helpdesk plugin for managing customer support tickets, with REST API and webhook integrations.](https://apiant.ai/connections/fluent-support)
- [ **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 Fluent Support

- [ **Fluent Support to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/fluent-support-to-hubspot)
- [ **Fluent Support to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/fluent-support-to-salesforce)
- [ **Fluent Support to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/fluent-support-to-slack)
- [ **Fluent Support to Google Sheets** Google Sheets](https://apiant.ai/connect/fluent-support-to-google-sheets)
- [ **Fluent Support to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/fluent-support-to-gmail)
- [ **Fluent Support to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/fluent-support-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

## Fluent Support and Pipeliner, answered

###

### What can start an automation from Fluent Support?

Any of Fluent Support's 2 triggers in the catalog, including New Customer and New Ticket. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Pipeliner when something happens in Fluent Support?

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 Fluent Support?

Yes. When something happens in Pipeliner, your agent can act in Fluent Support too. This page covers both directions: Pipeliner's triggers and Fluent Support's actions are listed here as well.

###

### Do I have to build a connector for Fluent Support 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 Fluent Support 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.
