Integration
Connect folk and Pipeliner Crm
When something happens in folk or Pipeliner Crm, your agent does the next thing in the other. Describe it 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 folk and Pipeliner Crm to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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)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 folk and Pipeliner Crm can do together
From folk to Pipeliner Crm
When Company Added in folk
then Add account in Pipeliner Crm
From Pipeliner Crm to folk
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 folk and Pipeliner Crm
Triggers and actions 15 triggers · 45 actions
- Company Added
Triggers when a new company is created or added to a group.
- Company Custom Field Updated
Triggers when a company custom field (for example tag, status, text, assignee) is updated.
- Company Removed
Triggers when a company is deleted from the workspace or removed from a group.
- Company Updated
Triggers when a company basic field (like name, email or URL) in a group is updated.
- Deal Added
Fires when a new deal is created.
- Deal Removed
Fires when a deal is deleted from a pipeline.
- Deal Updated
Fires when a deal is updated (stage change, field update).
- Person Added
Triggers when a new person is created or added to a group.
- Person Custom Field Updated
Triggers when a person custom field (for example tag, status, text, assignee) is updated.
- Person Removed
Triggers when a person is deleted from the workspace or removed from a group.
- Person Updated
Triggers when a person basic field (like first name, job title, email or URL) in a group is updated.
- Create Company
Creates a company in folk, optionally adding it to a group and setting that group's custom fields.
- Create Deal
Creates a deal in a folk group, optionally linked to companies and people, and sets that deal type's custom fields.
- Create Group
Creates a group in folk. A default "All people" table view is added to the group automatically.
- Create Note
Creates a note on a folk person, company or deal. Optionally posts it as a reply to an existing note.
- Create Person
Creates a person in folk, optionally adding them to a group and setting that group's custom fields.
- Create Reminder
Creates a reminder on a folk person, company or deal, scheduled with an iCalendar recurrence rule.
- Delete Company
Deletes a company from folk by its id.
- Delete Person
Deletes a person from folk by their id. This also removes their custom fields, notes and associations.
- Find a Company
Searches folk companies by name, email or website and returns the matches, with the first one broken out for easy mapping.
- Find a Person
Searches folk people by email, full name or phone and returns the matches, with the first one broken out for easy mapping.
- Get a Company
Fetches one folk company by id, including its custom field values.
- Get a Note
Fetches one folk note by id, with its text, author and the record it is attached to.
- Get a Person
Fetches one folk person by id, including their custom field values.
- List Groups
Returns the groups in the folk workspace, with each group's id, name and visibility.
- Update Company
Updates a folk company. Only the fields you fill in are changed; list fields such as emails replace the whole list.
- Update Person
Updates a folk person. Only the fields you fill in are changed; list fields such as emails replace the whole list.
- New account
Fires when a new Account is created, via Coevera/Pipeliner webhooks (real-time updates) on the Accounts entity.
- New contact
Fires when a new Contact is created, via Coevera/Pipeliner webhooks (real-time updates) on the Contacts entity.
- New lead
Fires when a new Lead is created, via Coevera/Pipeliner webhooks (real-time updates) on the Leads entity.
- New opportunity
Fires when a new Opportunity is created, via Coevera/Pipeliner webhooks (real-time updates) on the Opportunities entity.
- Add account
Adds a new account
- Add appointment
Create an Appointment record.
- Add contact
Create a Contact record.
- Add lead
Adds a new lead
- Add opportunity
Adds a new opportunity in Pipeliner CRM, including any custom opportunity fields defined in your space.
- Add product
Adds a new product
- Add task
Create a Task (Activity) record.
- Delete account
Deletes an account in Pipeliner CRM by its ID.
- Delete contact
Deletes a contact in Pipeliner CRM by its ID.
- Delete lead
Deletes a lead from Pipeliner CRM by its ID.
- Delete opportunity
Deletes an opportunity in Pipeliner CRM by its ID.
- Find contacts
Returns up to 100 contacts whose chosen field matches the specified value.
- 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).
- Get account
Returns a single Pipeliner CRM account by its id, including custom field values.
- Get contact
Retrieve a single Contact by id.
- Get lead
Retrieves a single lead from Pipeliner CRM by its id, including the lead's custom fields.
- Get opportunity
Retrieves a single opportunity by its id, including any custom field values defined on opportunities in the account.
- List accounts
List/search Account records.
- List appointments
List Appointment records.
- List contacts
Returns the contacts in the Pipeliner CRM space, optionally filtered by one field and sorted.
- List leads
Lists leads in the Pipeliner CRM space, optionally filtered, sorted and expanded. Returns up to 100 leads.
- List opportunities
Returns all opportunities in the Pipeliner CRM space, optionally filtered, sorted and expanded.
- List products
Returns up to 100 products from the Pipeliner CRM space, optionally filtered by name or SKU.
- List tasks
List Task (Activity) records.
- Update account
Updates an existing account by ID, including any custom account fields.
- Update contact
Updates an existing contact in Pipeliner CRM by ID. Only the fields you fill in are changed.
- Update lead
Updates an existing lead by ID
- Update opportunity
Updates an existing opportunity by ID
- Update task
Updates an existing task by ID
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
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Questions
folk and Pipeliner Crm, answered
What can start an automation from folk?
Any of folk's 11 triggers in the catalog, including Company Added, Company Custom Field Updated, Company Removed and Company Updated. 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 folk?
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 folk?
Yes. When something happens in Pipeliner Crm, your agent can act in folk too. This page covers both directions: Pipeliner Crm's triggers and folk's actions are listed here as well.
Do I have to build a connector for folk 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.
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.