Integration
Connect karmaCRM and Webmecanik Pipeline
When New Company fires in karmaCRM, your agent runs Update company in Webmecanik Pipeline, or New Company in Webmecanik Pipeline to Create Company in karmaCRM. 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 karmaCRM and Webmecanik Pipeline 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 karmaCRM and Webmecanik Pipeline can do together
From karmaCRM to Webmecanik Pipeline
When New Company in karmaCRM
then Update company in Webmecanik Pipeline
When New Contact in karmaCRM
then Update contact in Webmecanik Pipeline
From Webmecanik Pipeline to karmaCRM
When New Company in Webmecanik Pipeline
then Create Company in karmaCRM
When New Contact in Webmecanik Pipeline
then Create Contact in karmaCRM
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 karmaCRM and Webmecanik Pipeline
Triggers and actions 10 triggers · 39 actions
Trigger
New CompanyTriggers when a new company is created in karmaCRM.
Trigger
New ContactTriggers when a new contact is created in karmaCRM, optionally limited to an assigned user, status, stage or tags.
Trigger
New dealTriggers when a new deal is created in karmaCRM.
Trigger
Updated ContactTriggers when a contact is updated in karmaCRM.
Action
Add noteAdds a note (or logged call) to a karmaCRM contact, company or other record.
Action
Create CompanyCreates a company in karmaCRM with its contact details, tags and custom field values.
Action
Create ContactCreates a contact in karmaCRM with names, company, emails, phones, addresses, tags and custom field values.
Action
Create DealCreates a deal in karmaCRM, optionally linked to a contact and company.
Action
Create TaskCreates a task (activity) in karmaCRM, optionally with a due date, reminders and linked contacts.
Action
Delete companyDeletes a company from karmaCRM.
Action
Delete contactDeletes a contact from karmaCRM by its ID.
Action
Delete dealDeletes a deal from karmaCRM.
Action
Find CompanyFinds companies in karmaCRM whose name matches the name you supply, and returns the first match plus all matches.
Action
Find ContactFinds karmaCRM contacts by email address or name, optionally narrowed by assigned user, status, stage or tags.
Action
Get companyReturns a single karmaCRM company by its ID, including contact details, tags and custom field values.
Action
Get contactReturns a single karmaCRM contact by its ID, including emails, phone numbers, addresses, tags and custom field values.
Action
Get dealReturns a single karmaCRM deal by its ID, including stage, price, contact and custom field values.
Action
Get noteReturns a single karmaCRM note (history entry), including its content, related record and participants.
Action
List dealsReturns the deals in your karmaCRM account, optionally only those after a given date.
Action
Update companyUpdates an existing company in karmaCRM, changing only the fields you fill in.
Action
Update contactUpdates an existing contact in karmaCRM, changing only the fields you fill in.
Action
Update dealUpdates an existing deal in karmaCRM, such as its name, stage, price, contact, company or custom field values.
Trigger
New CompanyTriggers when a new company is added in Webmecanik Pipeline.
Trigger
New ContactTriggers when a new contact is added in Webmecanik Pipeline.
Trigger
New OpportunityTriggers when a new opportunity is created in Webmecanik Pipeline.
Trigger
Updated CompanyTriggers when a company is updated in Webmecanik Pipeline.
Trigger
Updated ContactTriggers when a contact is created or updated in Webmecanik Pipeline.
Trigger
Updated OpportunityTriggers when an opportunity is created or updated in Webmecanik Pipeline.
Action
Create ActivityCreates an activity (call, email, appointment, note or custom) on a contact or opportunity in Webmecanik Pipeline.
Action
Delete activityDeletes an activity from Webmecanik Pipeline.
Action
Delete companyDeletes a company from Webmecanik Pipeline.
Action
Delete contactDeletes a contact from Webmecanik Pipeline.
Action
Delete opportunityDeletes an opportunity from Webmecanik Pipeline.
Action
Get companyReturns one company by its slug, including its tags and custom fields.
Action
Get contactReturns one contact by its slug, including tags, companies, addresses and custom fields.
Action
Get opportunityReturns one opportunity by its slug, including its pipeline, status, tags and custom fields.
Action
List companiesReturns all companies in your Webmecanik Pipeline account, including their custom fields.
Action
List contactsReturns the contacts in your Webmecanik Pipeline account, optionally filtered by email, first name, last name or phone number.
Action
List opportunitiesReturns the opportunities in your Webmecanik Pipeline account, optionally only those of one pipeline.
Action
List pipelinesReturns all sales pipelines visible to the connected Webmecanik Pipeline user.
Action
List statusesReturns the statuses (pipeline stages) in Webmecanik Pipeline, optionally limited to one pipeline.
Action
List usersReturns all users in the Webmecanik Pipeline organization, with their name, email and role.
Action
Update activityUpdates an existing activity (call, email, note, appointment) attached to a contact or opportunity.
Action
Update companyUpdates an existing company in Webmecanik Pipeline, changing only the fields you fill in.
Action
Update contactUpdates an existing contact in Webmecanik Pipeline, including its custom field values, and returns the updated contact.
Action
Update opportunityUpdates an existing opportunity in Webmecanik Pipeline, changing only the values you supply.
Action
Update or Create CompanyCreates a company, or updates the existing one when a duplicate is found.
Action
Update or Create ContactCreates a contact, or updates the existing contact with the same email address.
Action
Update or Create OpportunityUpdates an existing opportunity when a slug is given, otherwise creates a new opportunity, and returns the resulting 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
karmaCRM and Webmecanik Pipeline, answered
What can start an automation from karmaCRM?
Any of karmaCRM's 4 triggers in the catalog, including New Company, New Contact, New deal and Updated Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Webmecanik Pipeline when something happens in karmaCRM?
Any of Webmecanik Pipeline's 21 actions, including Create Activity, Update activity, Update company and Update contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Webmecanik Pipeline to karmaCRM?
Yes. When something happens in Webmecanik Pipeline, your agent can act in karmaCRM too. This page covers both directions: Webmecanik Pipeline's triggers and karmaCRM's actions are listed here as well.
Do I have to build a connector for karmaCRM or Webmecanik Pipeline?
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 karmaCRM and Webmecanik Pipeline 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.