--- title: "Connect GrowSurf and Pipeliner - APIANT.ai" description: "When \"New Participant\" fires in GrowSurf, your agent runs \"Add contact\" in Pipeliner, or \"New account\" in Pipeliner to \"Add participant\" in GrowSurf." canonical: "https://apiant.ai/connect/growsurf-to-pipeliner" --- # Connect GrowSurf and Pipeliner When **New Participant** fires in [GrowSurf](https://apiant.ai/connections/growsurf), your agent runs **Add contact** in [Pipeliner](https://apiant.ai/connections/pipeliner), or **New account** in Pipeliner to **Add participant** in GrowSurf. Describe the whole flow and it is built, tested on every scenario and kept running. GrowSurf **2** triggers GrowSurf **4** 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 GrowSurf 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 GrowSurf and Pipeliner can do together ### From GrowSurf to Pipeliner - When **New Participant** in GrowSurf then **Add contact** in Pipeliner - When **Campaign Ended** in GrowSurf then **Add lead** in Pipeliner ### From Pipeliner to GrowSurf - When **New account** in Pipeliner then **Add participant** in GrowSurf - When **New contact** in Pipeliner then **Update program** in GrowSurf 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 GrowSurf and Pipeliner ## Triggers and actions 7 triggers · 22 actions - Trigger **Campaign Ended** Triggers when a campaign ends. - Trigger **New Participant** Triggers when a new participant is added or referred to your campaign. - Action **Add participant** Adds a participant to a GrowSurf program, optionally crediting the person who referred them. - Action **List programs** Lists the referral and affiliate programs in your GrowSurf account. - Action **Trigger Referral** Triggers a referral for an existing referred participant, awarding referral credit to whoever referred them. - Action **Update program** Updates a GrowSurf program's name, company details, or status — including publishing it or ending it. - 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 - [ **GrowSurf** GrowSurf is referral software for B2C and B2B tech companies.](https://apiant.ai/connections/growsurf) - [ **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 GrowSurf - [ **GrowSurf to Pipefy** The easy button for processes and workflows Easily organize and run all your processes in one place, leaving...](https://apiant.ai/connect/growsurf-to-pipefy) - [ **GrowSurf to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/growsurf-to-hubspot) - [ **GrowSurf to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/growsurf-to-salesforce) - [ **GrowSurf to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/growsurf-to-slack) - [ **GrowSurf to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/growsurf-to-mailchimp) - [ **GrowSurf to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/growsurf-to-stripe) ## 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 ## GrowSurf and Pipeliner, answered ### ### What can start an automation from GrowSurf? Any of GrowSurf's 2 triggers in the catalog, including New Participant and Campaign Ended. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Pipeliner when something happens in GrowSurf? 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 GrowSurf? Yes. When something happens in Pipeliner, your agent can act in GrowSurf too. This page covers both directions: Pipeliner's triggers and GrowSurf's actions are listed here as well. ### ### Do I have to build a connector for GrowSurf 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 GrowSurf 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.