Integration
Connect Jitbit Helpdesk and Pipeliner Crm
When New Ticket fires in Jitbit Helpdesk, your agent runs Add contact in Pipeliner Crm, or New account in Pipeliner Crm to Add tag to ticket in Jitbit Helpdesk. 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 Jitbit Helpdesk 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 Jitbit Helpdesk and Pipeliner Crm can do together
From Jitbit Helpdesk to Pipeliner Crm
When New Ticket in Jitbit Helpdesk
then Add contact in Pipeliner Crm
When New Ticket in Jitbit Helpdesk
then Add lead in Pipeliner Crm
From Pipeliner Crm to Jitbit Helpdesk
When New account in Pipeliner Crm
then Add tag to ticket in Jitbit Helpdesk
When New contact in Pipeliner Crm
then Create Ticket in Jitbit Helpdesk
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 Jitbit Helpdesk and Pipeliner Crm
Triggers and actions 5 triggers · 48 actions
Trigger
New TicketTriggers when a new ticket is created in Jitbit Helpdesk, optionally limited to a category, section, status, submitter, company, technician or tag.
Action
Add articleCreates a new knowledge base article in a category.
Action
Add assetCreates a new asset in Jitbit Helpdesk with its model, manufacturer, type and supplier.
Action
Add companyCreates a new company in Jitbit Helpdesk, or returns the existing company's id if the name is taken.
Action
Add tag to ticketAdds a tag to a ticket. The tag is created if it does not already exist.
Action
Add time spentLogs a time spent entry on a ticket under the connected user. Requires technician permissions.
Action
Create New ReplyPosts a new reply (comment) to an existing helpdesk ticket.
Action
Create TicketCreates a new helpdesk ticket in a category, with a subject, body and priority.
Action
Create UserCreates a new helpdesk user. Requires administrator permissions.
Action
Find TicketSearches tickets by text, optionally narrowed by submitter, category, status, assignee and creation date, and returns the matching tickets.
Action
Find UserFinds a helpdesk user by their email address and returns their profile.
Action
Get ArticleReturns a knowledge base article with its full content, category, tags and attachments.
Action
Get ticketReturns a helpdesk ticket's details, including its status, category, submitter, assignee, tags, attachments and custom field values.
Action
List CompaniesReturns every company in your Jitbit helpdesk with its name, email domain and notes. Requires an administrator account.
Action
List Ticket CommentsReturns all comments (replies) posted on a Jitbit Helpdesk ticket.
Action
List ticketsReturns the helpdesk tickets the connected user can see, optionally filtered by mode, category, status, submitter, company, assignee, tag and dates.
Action
List Time Spent EntriesReturns every time spent entry logged against a ticket, including who logged it, the seconds spent and when. Requires technician permissions.
Action
Update companyUpdates a company's name, notes and email domains in Jitbit Helpdesk.
Action
Update ticketUpdates one or more properties of an existing helpdesk ticket, such as its status, priority, category, assignee, due date, tags, subject or body.
Action
Update userUpdates an existing helpdesk user's profile, such as name, email, contact details, company, department, password and account status. Requires administrator permissions.
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
Reviews
What our customers say
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Questions
Jitbit Helpdesk and Pipeliner Crm, answered
What can start an automation from Jitbit Helpdesk?
Any of Jitbit Helpdesk's 1 trigger in the catalog, including New Ticket. 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 Jitbit Helpdesk?
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 Jitbit Helpdesk?
Yes. When something happens in Pipeliner Crm, your agent can act in Jitbit Helpdesk too. This page covers both directions: Pipeliner Crm's triggers and Jitbit Helpdesk's actions are listed here as well.
Do I have to build a connector for Jitbit Helpdesk 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 Jitbit Helpdesk 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.