Integration
Connect Google Drive and Pipeliner Crm
When something happens in Google Drive 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 Google Drive and Pipeliner Crm to do together?
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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 Google Drive and Pipeliner Crm can do together
From Google Drive to Pipeliner Crm
When Comment Added (Docs/Sheets/Slides) in Google Drive
then Add account in Pipeliner Crm
When File Created in Google Drive
then Add appointment in Pipeliner Crm
From Pipeliner Crm to Google Drive
When New account in Pipeliner Crm
then Add File Sharing Preference in Google Drive
When New contact in Pipeliner Crm
then Create Comment in Google Drive
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 Google Drive and Pipeliner Crm
Triggers and actions 11 triggers · 70 actions
Trigger
Comment Added (Docs/Sheets/Slides)Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Trigger
File CreatedTriggers when a new file is created in Google Drive.
Trigger
File Deleted or TrashedTriggers when a file is moved to trash or permanently deleted in Drive.
Trigger
File Shared (Permissions Added)Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
Trigger
File UpdatedTriggers when a file's metadata or content changes in Google Drive.
Trigger
Google Drive ChangesTriggers when changes are detected in a Google Drive.
Trigger
New File Matching QueryTriggers when a new Google Drive file matches a provided query. This is the legacy query-centric trigger: it preserves Drive API query config such as ``corpora`` / ``driveId`` aliases and emits the historical ``file_matching_query`` event type. ``FileCreatedTrigger`` covers the broader "new file" case and emits ``file_created``.
Action
Add File Sharing PreferenceModifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.
Action
Copy FileDuplicates an existing file in google drive, identified by its `file id`.
Action
Create CommentTool to create a comment on a file. use when you need to add a new comment to a specific file in google drive.
Action
Create FileCreates a new file or folder with metadata. use to create empty files or folders, or files with content by providing it in the request body (though this action primarily focuses on metadata creation).
Action
Create File From TextCreates a new file in google drive from provided text content (up to 10mb), supporting various formats including automatic conversion to google workspace types.
Action
Create FolderCreates a new folder in google drive, optionally within a parent folder specified by its id or name; if a parent name is provided but not found, the action will fail.
Action
Create ReplyTool to create a reply to a comment in google drive. use when you need to respond to an existing comment on a file.
Action
Create Shortcut To FileTool to create a shortcut to a file or folder in google drive. use when you need to link to an existing drive item from another location without duplicating it.
Action
Delete CommentDeletes a comment from a file. use when you need to remove a specific comment from a google drive file.
Action
Delete PermissionDeletes a permission from a file by permission id. use when you need to revoke access for a specific user or group from a file.
Action
Delete ReplyTool to delete a specific reply by reply id. use when you need to remove a reply from a comment on a file.
Action
Download FileDownloads a file from google drive by its id. for google workspace documents (docs, sheets, slides), optionally exports to a specified `mime type`. for other file types, downloads in their native format regardless of mime type.
Action
Edit FileUpdates an existing google drive file by overwriting its entire content with new text (max 10mb).
Action
Empty TrashTool to permanently delete all of the user's trashed files. use when you want to empty the trash in google drive.
Action
Find FileTool to list or search for files and folders in google drive. use when you need to find specific files based on query criteria or list contents of a drive/folder.
Action
Find FolderTool to find a folder in google drive by its name and optionally a parent folder. use when you need to locate a specific folder to perform further actions like creating files in it or listing its contents.
Action
Generate IdsGenerates a set of file ids which can be provided in create or copy requests. use when you need to pre-allocate ids for new files or copies.
Action
Get AboutTool to retrieve information about the user, the user's drive, and system capabilities. use when you need to check storage quotas, user details, or supported import/export formats.
Action
Get Changes Start Page TokenTool to get the starting pagetoken for listing future changes in google drive. use this when you need to track changes to files and folders.
Action
Get CommentTool to get a comment by id. use when you need to retrieve a specific comment from a google drive file and have both the file id and comment id.
Action
Get File MetadataTool to get a file's metadata by id. use when you need to retrieve the metadata for a specific file in google drive.
Action
Get PermissionGets a permission by id. use this tool to retrieve a specific permission for a file or shared drive.
Action
Get ReplyTool to get a specific reply to a comment on a file. use when you need to retrieve the details of a particular reply.
Action
Get RevisionTool to get a specific revision's metadata by revision id. use when you need to retrieve information about a particular version of a file.
Action
Google Drive Delete Folder Or File ActionTool to delete a file or folder in google drive. use when you need to permanently remove a specific file or folder using its id. note: this action is irreversible.
Action
List ChangesTool to list the changes for a user or shared drive. use when you need to track modifications to files and folders, such as creations, deletions, or permission changes. this action requires a `pagetoken` which can be initially obtained using the `get changes start page token` action or from a previous `list changes` response.
Action
List CommentsTool to list all comments for a file in google drive. use when you need to retrieve comments associated with a specific file.
Action
List File LabelsTool to list the labels on a file. use when you need to retrieve all labels associated with a specific file in google drive.
Action
List FilesTool to list a user's files and folders in google drive. use this to search or browse for files and folders based on various criteria.
Action
List PermissionsTool to list a file's permissions. use when you need to retrieve all permissions associated with a specific file or shared drive.
Action
List Replies To CommentTool to list replies to a comment in google drive. use this when you need to retrieve all replies associated with a specific comment on a file.
Action
List RevisionsTool to list a file's revisions. use when you need to retrieve the revision history of a specific file in google drive.
Action
List Shared DrivesTool to list the user's shared drives. use when you need to get a list of all shared drives accessible to the authenticated user.
Action
Move FileTool to move a file from one folder to another in google drive. use when you need to reorganize files by changing their parent folder(s).
Action
Stop Watch ChannelTool to stop watching resources through a specified channel. use this when you want to stop receiving notifications for a previously established watch.
Action
Update CommentTool to update an existing comment on a google drive file. use when you need to change the content or status (e.g., resolve) of a comment.
Action
Update File PutUpdates file metadata. uses patch semantics (partial update) as per google drive api v3. use this tool to modify attributes of an existing file like its name, description, or parent folders. note: this action currently supports metadata updates only.
Action
Update File Revision MetadataUpdates metadata of a file revision (e.g., keepforever, publish). use this tool to modify the metadata of a specific revision of a file in google drive.
Action
Update PermissionTool to update a permission with patch semantics. use when you need to modify an existing permission for a file or shared drive.
Action
Update ReplyTool to update a reply to a comment on a google drive file. use when you need to modify the content of an existing reply.
Action
Watch ChangesTool to subscribe to changes for a user or shared drive in google drive. use when you need to monitor a google drive for modifications and receive notifications at a specified webhook url.
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
Google Drive and Pipeliner Crm, answered
What can start an automation from Google Drive?
Any of Google Drive's 7 triggers in the catalog, including Comment Added (Docs/Sheets/Slides), File Created, File Shared (Permissions Added) and File 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 Google Drive?
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 Google Drive?
Yes. When something happens in Pipeliner Crm, your agent can act in Google Drive too. This page covers both directions: Pipeliner Crm's triggers and Google Drive's actions are listed here as well.
Do I have to build a connector for Google Drive 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.