Integration
Connect Holded and Pipeliner
When New Contact fires in Holded, your agent runs Add contact in Pipeliner, or New account in Pipeliner to Create Purchase Invoice in Holded. 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 Holded and Pipeliner 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 Holded and Pipeliner can do together
From Holded to Pipeliner
When New Contact in Holded
then Add contact in Pipeliner
From Pipeliner to Holded
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 Holded and Pipeliner
Triggers and actions 11 triggers · 30 actions
- New Contact
Triggers when a new contact is created in Holded.
- New Deal
Triggers when a new deal (lead) is created in a Holded CRM funnel.
- New Purchase Invoice
Triggers when a new purchase invoice is created in Holded.
- New Sales Invoice
Triggers when a new sales invoice is created in Holded.
- New Sales Order
Triggers when a new sales order is created in Holded.
- New Sales Receipt
Triggers when a new sales receipt is created in Holded.
- Create Payment
Records a standalone payment in Holded.
- Create Product
Creates a product in Holded.
- Create Purchase Invoice
Creates a purchase invoice in Holded with its line items.
- Create Purchase Order
Creates a purchase order in Holded with its line items.
- Create Quote
Creates a quote (estimate) in Holded with its line items.
- Create Sales Invoice
Creates a sales invoice in Holded with its line items.
- Create Sales Order
Creates a sales order in Holded with its line items.
- Create Sales Receipt
Creates a sales receipt in Holded with its line items.
- Find Contact
Finds Holded contacts by phone, mobile or custom reference ID.
- Mark Credit Note as Paid
Records a payment on a credit note, marking it paid.
- Send Invoice
Emails a sales invoice to the given addresses.
- Send Sales Receipt
Emails a sales receipt to the given addresses.
- New account
Fires when a new Account is created in Pipeliner.
- New contact
Fires when a new Contact is created in Pipeliner.
- New lead
Fires when a new Lead is created in Pipeliner.
- New opportunity
Fires when a new Opportunity is created in Pipeliner.
- Updated opportunity
Fires when an Opportunity is updated in Pipeliner.
- Add account
Adds a new account
- Add contact
Create a new Contact record.
- Add lead
Create a new Lead record.
- Add note
Adds a note to an account, contact, lead, opportunity, project, quote or custom entity record in Pipeliner.
- Add opportunity
Create a new Opportunity record.
- Add product
Create a new Product record.
- Delete account
Deletes a Pipeliner account by its id.
- Delete contact
Remove Contact with given id.
- Find accounts by name
Returns up to 30 accounts whose name matches the specified name.
- Find contacts by email
Returns up to 30 contacts whose primary email matches the specified email.
- Get account
Retrieves a single account by its id.
- Get contact
Return Contact with given id.
- Get lead
Return Lead with given id.
- Get opportunity
Return Opportunity with given id.
- Update account
Update an existing Account record.
- Update contact
Update an existing Contact record.
- Update lead
Update an existing Lead record.
- Update opportunity
Update an existing Opportunity record.
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
Holded and Pipeliner, answered
What can start an automation from Holded?
Any of Holded's 6 triggers in the catalog, including New Contact, New Deal, New Purchase Invoice and New Sales Invoice. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Pipeliner when something happens in Holded?
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 Holded?
Yes. When something happens in Pipeliner, your agent can act in Holded too. This page covers both directions: Pipeliner's triggers and Holded's actions are listed here as well.
Do I have to build a connector for Holded 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 Holded 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.