--- title: "Connect Groove and Pipeliner - APIANT.ai" description: "When \"Customer Added\" fires in Groove, your agent runs \"Add contact\" in Pipeliner, or \"New account\" in Pipeliner to \"Add label to ticket\" in Groove." canonical: "https://apiant.ai/connect/groove-to-pipeliner" --- # Connect Groove and Pipeliner When **Customer Added** fires in [Groove](https://apiant.ai/connections/groove), your agent runs **Add contact** in [Pipeliner](https://apiant.ai/connections/pipeliner), or **New account** in Pipeliner to **Add label to ticket** in Groove. Describe the whole flow and it is built, tested on every scenario and kept running. Groove **9** triggers Groove **15** actions Pipeliner **5** triggers Pipeliner **18** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Groove and Pipeliner 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 Groove and Pipeliner can do together ### From Groove to Pipeliner - When **Customer Added** in Groove then **Add contact** in Pipeliner - When **Note Added** in Groove then **Add note** in Pipeliner ### From Pipeliner to Groove - When **New account** in Pipeliner then **Add label to ticket** in Groove - When **New contact** in Pipeliner then **Add message** in Groove 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 Groove and Pipeliner ## Triggers and actions 14 triggers · 33 actions - Trigger **Agent Replied** Triggers when an agent replies to a ticket. - Trigger **Customer Added** Triggers when a customer is created. - Trigger **Customer Replied** Triggers when a customer replies to a ticket. - Trigger **Note Added** Triggers when a note is added to a ticket. - Trigger **Ticket Assigned** Triggers when a ticket is assigned. - Trigger **Ticket Closed** Triggers when a ticket is closed. - Trigger **Ticket Opened** Triggers when a ticket is opened. - Trigger **Ticket Started** Triggers when a new ticket is created. - Trigger **Ticket Tagged** Triggers when a ticket is tagged. - Action **Add label to ticket** Adds one or more labels to a Groove ticket, keeping its existing labels, and returns the updated ticket. - Action **Add message** Adds a new message (reply or private note) to an existing Groove ticket. - Action **Add Note** Adds a private note to a Groove ticket, visible only to agents. - Action **Change Assigned Agent** Assigns a Groove ticket to a different agent, identified by the agent's email address. - Action **Change Ticket Mailbox** Moves a ticket into a different mailbox. - Action **Change Ticket State** Changes the state of a Groove ticket (unread, opened, pending, closed or spam). - Action **Close Ticket** Closes a Groove ticket by setting its state to closed. - Action **Create New Ticket** Creates a new ticket in Groove from a customer or agent, with its first message. - Action **Get customer** Returns one Groove customer, looked up by email address, including their contact details and custom attributes. - Action **Get ticket** Returns a single Groove ticket by its ticket number. - Action **List agents** Returns the agents on your Groove account, optionally limited to one group. - Action **List mailboxes** Returns all mailboxes in the Groove account, with each mailbox's name and email address. - Action **List messages** Returns the messages and notes on a Groove ticket. - Action **Reopen Ticket** Reopens a Groove ticket by setting its state to opened. - Action **Update customer** Updates a customer's profile details, such as name, company, title and contact info, identified by their email address. - Trigger **New account** Fires when a new Account is created in Pipeliner. - Trigger **New contact** Fires when a new Contact is created in Pipeliner. - Trigger **New lead** Fires when a new Lead is created in Pipeliner. - Trigger **New opportunity** Fires when a new Opportunity is created in Pipeliner. - Trigger **Updated opportunity** Fires when an Opportunity is updated in Pipeliner. - Action **Add account** Adds a new account - Action **Add contact** Create a new Contact record. - Action **Add lead** Create a new Lead record. - Action **Add note** Adds a note to an account, contact, lead, opportunity, project, quote or custom entity record in Pipeliner. - Action **Add opportunity** Create a new Opportunity record. - Action **Add product** Create a new Product record. - Action **Delete account** Deletes a Pipeliner account by its id. - Action **Delete contact** Remove Contact with given id. - Action **Find accounts by name** Returns up to 30 accounts whose name matches the specified name. - Action **Find contacts by email** Returns up to 30 contacts whose primary email matches the specified email. - Action **Get account** Retrieves a single account by its id. - Action **Get contact** Return Contact with given id. - Action **Get lead** Return Lead with given id. - Action **Get opportunity** Return Opportunity with given id. - Action **Update account** Update an existing Account record. - Action **Update contact** Update an existing Contact record. - Action **Update lead** Update an existing Lead record. - Action **Update opportunity** Update an existing Opportunity record. ## Each app on its own - [ **Groove** The simple helpdesk for SaaS and eCommerce businesses.](https://apiant.ai/connections/groove) - [ **Pipeliner** CRM software with a visual drag-and-drop sales pipeline, deal tracking, and AI-assisted email, forecasting...](https://apiant.ai/connections/pipeliner) Reviews ## What our customers say ## More from Groove - [ **Groove to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/groove-to-hubspot) - [ **Groove to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/groove-to-salesforce) - [ **Groove to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/groove-to-slack) - [ **Groove to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/groove-to-mailchimp) - [ **Groove to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/groove-to-stripe) - [ **Groove to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/groove-to-shopify) ## More into Pipeliner - [ **HubSpot to Pipeliner** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pipeliner) - [ **Gmail to Pipeliner** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pipeliner) - [ **Google Calendar to Pipeliner** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pipeliner) - [ **Google Drive to Pipeliner** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-pipeliner) - [ **Mailchimp to Pipeliner** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-pipeliner) - [ **Pipedrive to Pipeliner** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-pipeliner) Questions ## Groove and Pipeliner, answered ### ### What can start an automation from Groove? Any of Groove's 9 triggers in the catalog, including Customer Added, Note Added, Agent Replied and Customer Replied. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Pipeliner when something happens in Groove? Any of Pipeliner's 18 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 to Groove? Yes. When something happens in Pipeliner, your agent can act in Groove too. This page covers both directions: Pipeliner's triggers and Groove's actions are listed here as well. ### ### Do I have to build a connector for Groove or Pipeliner? 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 Groove and Pipeliner 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.