Integration
Connect Habitify and Pipeliner Crm
When New Log fires in Habitify, your agent runs Add contact in Pipeliner Crm, or New account in Pipeliner Crm to Add Note in Habitify. Describe the whole flow 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 Habitify and Pipeliner Crm to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 Habitify and Pipeliner Crm can do together
From Habitify to Pipeliner Crm
When New Log in Habitify
then Add contact in Pipeliner Crm
From Pipeliner Crm to Habitify
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 Habitify and Pipeliner Crm
Triggers and actions 8 triggers · 44 actions
- New Log
Triggers when a new log entry is recorded for the selected habit.
- New Mood
Triggered when a new mood is logged on a note for the chosen habit.
- New Note
Triggers when a new note is added to the selected habit.
- New Status
Triggers when a habit is marked completed, skipped or failed for a day.
- Add area
Creates a new area for organizing and categorizing habits, and returns the created area.
- Add Log
Adds a log entry with a specific value and unit to a measurable habit, for today or a chosen date.
- Add Note
Adds a note to a habit, with any combination of text, a mood level and photos. Returns the note that was created.
- Complete habit
Marks a habit as completed for a specific date, with Habitify working out the log value from the habit's goal.
- Delete habit
Permanently deletes a habit along with its logs, notes, goals and reminders. This cannot be undone.
- Delete habit log
Permanently deletes one log entry from a habit, removing the recorded value from its tracking history.
- Fail habit
Marks a habit as failed for a specific date, defaulting to today.
- Get habit
Returns the full details of a habit, including its schedule, goals, reminders, areas and time-of-day periods. An error occurs if the habit is not found.
- Get Habit Journal
Returns all your habits for a given day, with each habit's completion status, current streak and progress toward its goal.
- Get habit statistics
Returns aggregated statistics for a habit over an optional date range, including completion, skip and failure counts, total and average logged values, and a day-by-day progress breakdown.
- List areas
Returns all of the areas in the Habitify account, the groups used to organize habits such as Health or Work.
- List habit logs
Returns the log entries recorded for a habit, newest first, optionally limited to a date range.
- List habit notes
Returns the notes attached to a habit, including each note's text, mood level, photos and creation time.
- List habits
Returns the habits in the account, optionally filtered by archived status, area, habit type or time of day.
- Skip habit
Marks a habit as skipped for a specific date, for days you intentionally decide not to perform it. Returns Habitify's confirmation message.
- New account
Fires when a new Account is created, via Coevera/Pipeliner webhooks (real-time updates) on the Accounts entity.
- New contact
Fires when a new Contact is created, via Coevera/Pipeliner webhooks (real-time updates) on the Contacts entity.
- New lead
Fires when a new Lead is created, via Coevera/Pipeliner webhooks (real-time updates) on the Leads entity.
- New opportunity
Fires when a new Opportunity is created, via Coevera/Pipeliner webhooks (real-time updates) on the Opportunities entity.
- Add account
Adds a new account
- Add appointment
Create an Appointment record.
- Add contact
Create a Contact record.
- Add lead
Adds a new lead
- Add opportunity
Adds a new opportunity in Pipeliner CRM, including any custom opportunity fields defined in your space.
- Add product
Adds a new product
- Add task
Create a Task (Activity) record.
- Delete account
Deletes an account in Pipeliner CRM by its ID.
- Delete contact
Deletes a contact in Pipeliner CRM by its ID.
- Delete lead
Deletes a lead from Pipeliner CRM by its ID.
- Delete opportunity
Deletes an opportunity in Pipeliner CRM by its ID.
- Find contacts
Returns up to 100 contacts whose chosen field matches the specified value.
- Find opportunities
Returns up to 100 opportunities that match the specified criteria (name, owner, pipeline step, type, sales unit, lead source, closing date, archived flag).
- Get account
Returns a single Pipeliner CRM account by its id, including custom field values.
- Get contact
Retrieve a single Contact by id.
- Get lead
Retrieves a single lead from Pipeliner CRM by its id, including the lead's custom fields.
- Get opportunity
Retrieves a single opportunity by its id, including any custom field values defined on opportunities in the account.
- List accounts
List/search Account records.
- List appointments
List Appointment records.
- List contacts
Returns the contacts in the Pipeliner CRM space, optionally filtered by one field and sorted.
- List leads
Lists leads in the Pipeliner CRM space, optionally filtered, sorted and expanded. Returns up to 100 leads.
- List opportunities
Returns all opportunities in the Pipeliner CRM space, optionally filtered, sorted and expanded.
- List products
Returns up to 100 products from the Pipeliner CRM space, optionally filtered by name or SKU.
- List tasks
List Task (Activity) records.
- Update account
Updates an existing account by ID, including any custom account fields.
- Update contact
Updates an existing contact in Pipeliner CRM by ID. Only the fields you fill in are changed.
- Update lead
Updates an existing lead by ID
- Update opportunity
Updates an existing opportunity by ID
- Update task
Updates 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
Habitify and Pipeliner Crm, answered
What can start an automation from Habitify?
Any of Habitify's 4 triggers in the catalog, including New Log, New Mood, New Note and New Status. 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 Habitify?
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 Habitify?
Yes. When something happens in Pipeliner Crm, your agent can act in Habitify too. This page covers both directions: Pipeliner Crm's triggers and Habitify's actions are listed here as well.
Do I have to build a connector for Habitify 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.
Can my AI client use Habitify and Pipeliner Crm 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.