Integration
Connect GAIL and Pipeliner Crm
When New Call in List fires in GAIL, your agent runs Add contact in Pipeliner Crm, or New account in Pipeliner Crm to Add contact list in GAIL. 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 GAIL and Pipeliner Crm 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)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 GAIL and Pipeliner Crm can do together
From GAIL to Pipeliner Crm
When New Call in List in GAIL
then Add contact in Pipeliner Crm
From Pipeliner Crm to GAIL
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 GAIL and Pipeliner Crm
Triggers and actions 5 triggers · 51 actions
- New Call in List
Triggers when a new processed call appears in your organization's call list.
- Add contact list
Creates a new contact list in GAIL with a name and description.
- Add contacts to contact list
Adds one or more existing contacts to a contact list.
- Add contact to campaign
Adds an existing contact to a campaign so it is queued for outreach by the campaign's sequences.
- Add do not call entry
Adds a phone number to your Gail Do Not Call list so it is no longer contacted. If the number is already listed, returns the existing entry.
- Agency Details
Returns the details of the GAIL organization (agency) tied to the connected account, including its name, phone numbers, schedule, address, owner and FAQs.
- Create Contact
Creates a new contact in GAIL with name, emails, phone numbers, business name and extra details.
- Delete do not call entry
Removes a phone number from the Do Not Call list by deleting its entry, so the number can be called and messaged again.
- Find Contact by Phone
Returns the contacts that match the specified phone number.
- Find conversations
Searches conversations (chat, SMS, GPT and WhatsApp) by text, optionally filtered by type or user.
- Get call
Returns a processed call by its ID, including the phone numbers, duration, status, and linked contact and campaign. An error occurs if the call is not found.
- Get call transcript
Returns the full transcript of a call: what the caller and the AI agent said, with timings, plus any tool calls made during the call.
- Get campaign
Returns a single campaign, including its sequences, contact lists, redialing rules and contact thresholds.
- Get contact
Returns one GAIL contact by its ID, including names, emails, phone numbers, contact lists and custom variable data. An error occurs if the contact is not found.
- Get conversation
Returns a single conversation (chat, SMS, GailGPT or WhatsApp) by its ID, including its status, outcome and extracted data.
- List calls
Returns the identifiers of all processed calls in your organization, newest first.
- List campaigns
Returns all campaigns in the GAIL organization, including their status, sequences and contact lists.
- List contact lists
Returns all contact lists in your Gail account, optionally with the number of contacts in each.
- List contacts
Returns the contacts in your Gail account, optionally narrowed to those matching a name, phone number or email.
- Make Outbound Call
Starts a single outbound AI phone call to a phone number using a saved script or an inline script.
- Send SMS
Sends an SMS text message to a phone number from your GAIL account.
- Start campaign
Starts a campaign so it begins outreach to its contacts. Returns the campaign with its updated status.
- Stop campaign
Stops a running campaign so its pending calls and messages are no longer processed; calls already in progress finish. Returns the updated campaign.
- 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
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Questions
GAIL and Pipeliner Crm, answered
What can start an automation from GAIL?
Any of GAIL's 1 trigger in the catalog, including New Call in List. 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 GAIL?
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 GAIL?
Yes. When something happens in Pipeliner Crm, your agent can act in GAIL too. This page covers both directions: Pipeliner Crm's triggers and GAIL's actions are listed here as well.
Do I have to build a connector for GAIL 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 GAIL 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.