Integration
Connect Gmail and Pipeliner Crm
When something happens in Gmail 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 Gmail 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 Gmail and Pipeliner Crm can do together
From Gmail to Pipeliner Crm
When New Gmail Message in Gmail
then Add account in Pipeliner Crm
When Email Sent in Gmail
then Add appointment in Pipeliner Crm
From Pipeliner Crm to Gmail
When New account in Pipeliner Crm
then Add Label To Email in Gmail
When New contact in Pipeliner Crm
then Create Email Draft in Gmail
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 Gmail and Pipeliner Crm
Triggers and actions 6 triggers · 52 actions
Trigger
Email SentFires when an email is sent from the mailbox (optionally filtered by query).
Trigger
New Gmail MessageFires when a new email arrives (optionally filtered by query/labels).
Action
Add Label To EmailAdds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).
Action
Create Email DraftCreates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Action
Create LabelCreates a new label with a unique name in the specified user's gmail account.
Action
Delete DraftPermanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.
Action
Delete MessagePermanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.
Action
Fetch EmailsFetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Action
Fetch Message By Message IdFetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.
Action
Fetch Message By Thread IdRetrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.
Action
Get AttachmentRetrieves a specific attachment by id from a message in a user's gmail mailbox, requiring valid message and attachment ids.
Action
Get ContactsFetches contacts (connections) for the authenticated google account, allowing selection of specific data fields and pagination.
Action
Get PeopleRetrieves either a specific person's details (using `resource name`) or lists 'other contacts' (if `other contacts` is true), with `person fields` specifying the data to return.
Action
Get ProfileRetrieves key gmail profile information (email address, message/thread totals, history id) for a user.
Action
List DraftsRetrieves a paginated list of email drafts from a user's gmail account. use verbose=true to get full draft details including subject, body, sender, and timestamp.
Action
List LabelsRetrieves a list of all system and user-created labels for the specified gmail account.
Action
List ThreadsRetrieves a list of email threads from a gmail account, identified by `user id` (email address or 'me'), supporting filtering and pagination.
Action
Modify Thread LabelsAdds or removes specified existing label ids from a gmail thread, affecting all its messages; ensure the thread id is valid.
Action
Move To TrashMoves an existing, non-deleted email message to the trash for the specified user.
Action
Patch LabelPatches the specified label.
Action
Remove LabelPermanently deletes a specific, existing user-created gmail label by its id for a user; cannot delete system labels.
Action
Reply To ThreadSends a reply within a specific gmail thread using the original thread's subject, requiring a valid `thread id` and correctly formatted email addresses. supports attachments via the `attachment` parameter with valid `s3key`, `mimetype`, and `name`.
Action
Search PeopleSearches contacts by matching the query against names, nicknames, emails, phone numbers, and organizations, optionally including 'other contacts'.
Action
Send DraftSends the specified, existing draft to the recipients in the to, cc, and bcc headers.
Action
Send EmailSends an email via gmail api using the authenticated user's google profile display name, requiring `is html=true` if the body contains html and valid `s3key`, `mimetype`, `name` for any attachment.
Trigger
New accountFires when a new Account is created, via Coevera/Pipeliner webhooks (real-time updates) on the Accounts entity.
Trigger
New contactFires when a new Contact is created, via Coevera/Pipeliner webhooks (real-time updates) on the Contacts entity.
Trigger
New leadFires when a new Lead is created, via Coevera/Pipeliner webhooks (real-time updates) on the Leads entity.
Trigger
New opportunityFires when a new Opportunity is created, via Coevera/Pipeliner webhooks (real-time updates) on the Opportunities entity.
Action
Add accountAdds a new account
Action
Add appointmentCreate an Appointment record.
Action
Add contactCreate a Contact record.
Action
Add leadAdds a new lead
Action
Add opportunityAdds a new opportunity in Pipeliner CRM, including any custom opportunity fields defined in your space.
Action
Add productAdds a new product
Action
Add taskCreate a Task (Activity) record.
Action
Delete accountDeletes an account in Pipeliner CRM by its ID.
Action
Delete contactDeletes a contact in Pipeliner CRM by its ID.
Action
Delete leadDeletes a lead from Pipeliner CRM by its ID.
Action
Delete opportunityDeletes an opportunity in Pipeliner CRM by its ID.
Action
Find contactsReturns up to 100 contacts whose chosen field matches the specified value.
Action
Find opportunitiesReturns up to 100 opportunities that match the specified criteria (name, owner, pipeline step, type, sales unit, lead source, closing date, archived flag).
Action
Get accountReturns a single Pipeliner CRM account by its id, including custom field values.
Action
Get contactRetrieve a single Contact by id.
Action
Get leadRetrieves a single lead from Pipeliner CRM by its id, including the lead's custom fields.
Action
Get opportunityRetrieves a single opportunity by its id, including any custom field values defined on opportunities in the account.
Action
List accountsList/search Account records.
Action
List appointmentsList Appointment records.
Action
List contactsReturns the contacts in the Pipeliner CRM space, optionally filtered by one field and sorted.
Action
List leadsLists leads in the Pipeliner CRM space, optionally filtered, sorted and expanded. Returns up to 100 leads.
Action
List opportunitiesReturns all opportunities in the Pipeliner CRM space, optionally filtered, sorted and expanded.
Action
List productsReturns up to 100 products from the Pipeliner CRM space, optionally filtered by name or SKU.
Action
List tasksList Task (Activity) records.
Action
Update accountUpdates an existing account by ID, including any custom account fields.
Action
Update contactUpdates an existing contact in Pipeliner CRM by ID. Only the fields you fill in are changed.
Action
Update leadUpdates an existing lead by ID
Action
Update opportunityUpdates an existing opportunity by ID
Action
Update taskUpdates 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
Gmail and Pipeliner Crm, answered
What can start an automation from Gmail?
Any of Gmail's 2 triggers in the catalog, including New Gmail Message and Email Sent. 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 Gmail?
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 Gmail?
Yes. When something happens in Pipeliner Crm, your agent can act in Gmail too. This page covers both directions: Pipeliner Crm's triggers and Gmail's actions are listed here as well.
Do I have to build a connector for Gmail 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.