--- title: "Connect GAIL and Pipeliner Crm - APIANT.ai" description: "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." canonical: "https://apiant.ai/connect/gail-to-pipeliner-crm" --- # Connect GAIL and Pipeliner Crm When **New Call in List** fires in [GAIL](https://apiant.ai/connections/gail), your agent runs **Add contact** in [Pipeliner Crm](https://apiant.ai/connections/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. GAIL **1** trigger GAIL **22** 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 GAIL 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 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 - When **New Call in List** in GAIL then **Add lead** in Pipeliner Crm ### From Pipeliner Crm to GAIL - When **New account** in Pipeliner Crm then **Add contact list** in GAIL - When **New contact** in Pipeliner Crm then **Add contacts to contact list** in 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 - Trigger **New Call in List** Triggers when a new processed call appears in your organization's call list. - Action **Add contact list** Creates a new contact list in GAIL with a name and description. - Action **Add contacts to contact list** Adds one or more existing contacts to a contact list. - Action **Add contact to campaign** Adds an existing contact to a campaign so it is queued for outreach by the campaign's sequences. - Action **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. - Action **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. - Action **Create Contact** Creates a new contact in GAIL with name, emails, phone numbers, business name and extra details. - Action **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. - Action **Find Contact by Phone** Returns the contacts that match the specified phone number. - Action **Find conversations** Searches conversations (chat, SMS, GPT and WhatsApp) by text, optionally filtered by type or user. - Action **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. - Action **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. - Action **Get campaign** Returns a single campaign, including its sequences, contact lists, redialing rules and contact thresholds. - Action **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. - Action **Get conversation** Returns a single conversation (chat, SMS, GailGPT or WhatsApp) by its ID, including its status, outcome and extracted data. - Action **List calls** Returns the identifiers of all processed calls in your organization, newest first. - Action **List campaigns** Returns all campaigns in the GAIL organization, including their status, sequences and contact lists. - Action **List contact lists** Returns all contact lists in your Gail account, optionally with the number of contacts in each. - Action **List contacts** Returns the contacts in your Gail account, optionally narrowed to those matching a name, phone number or email. - Action **Make Outbound Call** Starts a single outbound AI phone call to a phone number using a saved script or an inline script. - Action **Send SMS** Sends an SMS text message to a phone number from your GAIL account. - Action **Start campaign** Starts a campaign so it begins outreach to its contacts. Returns the campaign with its updated status. - Action **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. - 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 - [ **GAIL** GAIL is a tool built for the Financial Services industry that will help you sell more, serve Customers 24/7...](https://apiant.ai/connections/gail) - [ **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 GAIL - [ **GAIL to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/gail-to-hubspot) - [ **GAIL to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/gail-to-salesforce) - [ **GAIL to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/gail-to-slack) - [ **GAIL to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/gail-to-google-sheets) - [ **GAIL to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gail-to-gmail) - [ **GAIL to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/gail-to-google-calendar) ## 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 ## 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.