Integration
Connect Google Sheets and Pipeliner Crm
When something happens in Google Sheets 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 Sheets 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 Sheets and Pipeliner Crm can do together
From Google Sheets to Pipeliner Crm
When Aggregate Metric Changed in Google Sheets
then Add account in Pipeliner Crm
When Cell Range Values Changed in Google Sheets
then Add appointment in Pipeliner Crm
From Pipeliner Crm to Google Sheets
When New account in Pipeliner Crm
then Add Row in Google Sheets
When New contact in Pipeliner Crm
then Create Chart in Google Sheets
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 Sheets and Pipeliner Crm
Triggers and actions 20 triggers · 75 actions
Trigger
Aggregate Metric ChangedFires when an aggregate metric (sum/avg/count/…) over a column changes.
Trigger
Cell Range Values ChangedFires when the values in a specific cell range change.
Trigger
Conditional Format Rule ChangedFires when a conditional-format rule changes.
Trigger
Data Validation Rule ChangedFires when a data-validation rule changes.
Trigger
Developer Metadata ChangedFires when developer metadata changes.
Trigger
Filtered Range Values ChangedFires when the values in a filtered range change.
Trigger
New RowsFires when new rows are appended to a Google Sheet.
Trigger
New Sheet AddedFires when a new sheet (tab) is added to a spreadsheet.
Trigger
New Spreadsheet CreatedFires when a new spreadsheet is created in the account.
Trigger
Spreadsheet Metadata ChangedFires when spreadsheet metadata changes.
Trigger
Spreadsheet Properties ChangedFires when spreadsheet properties change.
Trigger
Spreadsheet Row ChangedFires when a row matching a query changes.
Trigger
Spreadsheet Search MatchFires when a spreadsheet matching search criteria is found.
Trigger
Table Query Result ChangedFires when the result of a SQL-style table query changes.
Trigger
Table Schema ChangedFires when a table's column schema changes.
Trigger
Worksheet Names ChangedFires when worksheet (tab) names change.
Action
Add RowAppend a row to a Google Sheet
Action
Aggregate Column DataRead a range and compute an aggregate (sum|avg|min|max|count) over one column, skipping blank/non-numeric cells (so a header row is skipped automatically).
Action
Auto-Resize Rows or ColumnsAuto-fit row heights or column widths over an index range via autoResizeDimensions.
Action
Change Sheet PropertiesUpdate a worksheet's grid properties (row/column count) using an explicit field mask.
Action
Clear Basic FilterRemove the basic filter from a sheet via clearBasicFilter.
Action
Clear Spreadsheet Row(s)Clear the values in a range (formatting preserved).
Action
Copy RangeCopy a source cell range to a destination range within the spreadsheet.
Action
Copy WorksheetCopy a worksheet into a destination spreadsheet.
Action
Create ChartAdd a basic embedded chart (column/bar/line/etc.) built from a domain range and a series range on a sheet. Returns the new chartId.
Action
Create Conditional Formatting RuleAdd a boolean conditional formatting rule (e.g. NUMBER_GREATER) that colors matching cells.
Action
Create Multiple Spreadsheet RowsAppend many rows in one call.
Action
Create SpreadsheetCreate a new Google Sheets spreadsheet with the given title.
Action
Create Spreadsheet ColumnInsert a blank column at a given index.
Action
Create Spreadsheet RowAppend a single row of values to a sheet range.
Action
Create Spreadsheet Row at TopInsert a blank row just below the header (row 2), then write the given values into it in one operation.
Action
Create WorksheetAdd a new worksheet (tab) to an existing spreadsheet.
Action
Delete ChartDelete an embedded chart via deleteEmbeddedObject.
Action
Delete SheetDelete a worksheet from a spreadsheet by sheetId (gid).
Action
Delete Spreadsheet Row(s)Delete a contiguous block of rows by index.
Action
Find and ReplaceFind and replace text across the spreadsheet. Supply EXACTLY ONE scope: all_sheets=true OR sheet_id. Leave the other unset (do not pass all_sheets=false together with sheet_id).
Action
Find SpreadsheetFind spreadsheets by exact name via the Drive API (cross-host through the googlesheets connection).
Action
Find WorksheetReturn the worksheet whose title matches the given title (sheet_id/index/found), reading the spreadsheet's sheet properties.
Action
Format Cell RangeApply background color and bold formatting to a cell range via repeatCell.
Action
Format Spreadsheet RowApply a background color across an entire row via repeatCell over a row range.
Action
Get Conditional Format RulesList all conditional-format rules on each sheet (paired with the sheetId so a follow-up update can target a rule by index).
Action
Get Data RangeRead all values in a range.
Action
Get Data Validation RulesRead the data-validation rule set on every cell of a range (per-cell dataValidation, via includeGridData with a field mask).
Action
Get Many Spreadsheet Rows (Advanced)Read multiple ranges at once via batchGet.
Action
Get Row by IDRead a single row range. NOTE: Google Sheets has no row ID; the row number IS the identity.
Action
Get Sheet NamesReturn the titles of all sheets (tabs) in the spreadsheet.
Action
Get Spreadsheet by IDFetch spreadsheet metadata (title, sheets, gids, grid properties).
Action
List ChartsList all embedded charts (chartId + title) across every sheet in the spreadsheet.
Action
Lookup Spreadsheet RowRead a range and return the FIRST row whose cell at column_index equals match_value (Sheets has no server-side filter; this op filters the returned rows).
Action
Lookup Spreadsheet Rows (Advanced)Read multiple ranges via batchGet and return ALL rows whose cell at column_index equals match_value (Sheets has no server-side filter; this op filters the returned rows).
Action
Move ChartReposition an embedded chart to a new overlay anchor cell via updateEmbeddedObjectPosition.
Action
Rename SheetRename a worksheet's title.
Action
Search SpreadsheetsSearch spreadsheets by name substring (or full-text) via the Drive API, cross-host through the googlesheets connection.
Action
Set Basic FilterApply a basic filter to a range on a sheet via setBasicFilter.
Action
Set Data ValidationApply a ONE_OF_LIST dropdown data-validation rule to a cell range.
Action
Sort RangeSort a cell range by one column in ascending or descending order.
Action
Update ChartReplace an existing chart's spec (title, chart type, domain/series ranges) via updateChartSpec.
Action
Update Conditional Format RulesReplace an existing conditional-format rule (identified by its index on the sheet) with a new boolean rule.
Action
Update Data Validation RuleOverwrite the data-validation rule on a cell range with a ONE_OF_LIST dropdown (same endpoint as create; setDataValidation replaces whatever rule the range held).
Action
Update Spreadsheet RowOverwrite the values at a specific range.
Action
Update Spreadsheet Row(s)Update one or more disjoint ranges in a single batch.
Action
Upsert RowRead a range, find the row whose column_index cell equals match_value; UPDATE that row when found, otherwise APPEND a new row. One adaptive write request (method+path chosen by the match script).
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
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Questions
Google Sheets and Pipeliner Crm, answered
What can start an automation from Google Sheets?
Any of Google Sheets's 16 triggers in the catalog, including Aggregate Metric Changed, Cell Range Values Changed, Conditional Format Rule Changed and Data Validation Rule Changed. 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 Sheets?
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 Sheets?
Yes. When something happens in Pipeliner Crm, your agent can act in Google Sheets too. This page covers both directions: Pipeliner Crm's triggers and Google Sheets's actions are listed here as well.
Do I have to build a connector for Google Sheets 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.