--- title: "Connect Keap and Pipeliner - APIANT.ai" description: "When \"New Contact\" fires in Keap, your agent runs \"Add contact\" in Pipeliner, or \"New account\" in Pipeliner to \"Add contact to campaign sequence\" in Keap." canonical: "https://apiant.ai/connect/keap-to-pipeliner" --- # Connect Keap and Pipeliner When **New Contact** fires in [Keap](https://apiant.ai/connections/keap), your agent runs **Add contact** in [Pipeliner](https://apiant.ai/connections/pipeliner), or **New account** in Pipeliner to **Add contact to campaign sequence** in Keap. Describe the whole flow and it is built, tested on every scenario and kept running. Keap **2** triggers Keap **37** 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 Keap 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 Keap and Pipeliner can do together ### From Keap to Pipeliner - When **New Contact** in Keap then **Add contact** in Pipeliner - When **Updated Contact** in Keap then **Update contact** in Pipeliner ### From Pipeliner to Keap - When **New account** in Pipeliner then **Add contact to campaign sequence** in Keap - When **New contact** in Pipeliner then **Create Contact** in Keap 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 Keap and Pipeliner ## Triggers and actions 7 triggers · 55 actions - Trigger **New Contact** Polling trigger: fires when a new contact is created in Keap. - Trigger **Updated Contact** Polling trigger: fires when a contact is updated in Keap. - Action **Add contact to campaign sequence** Adds one or more contacts to a sequence in a Keap campaign and returns the result for each contact. - Action **Add order** Creates a one-time order for a contact in Keap, with its order items. - Action **Add product** Creates a new product in Keap with a name, price and description, plus optional SKU, tax, shipping and inventory settings. - Action **Apply Tag to Contact** Apply one or more tags to a contact. - Action **Create Company** Create a new company. - Action **Create Contact** Create a new Keap contact. - Action **Create Contact Custom Field** Create a new custom field on the contact model. - Action **Create Note** Create a note attached to a contact. - Action **Create Opportunity** Create a sales opportunity. - Action **Create Tag** Create a new tag, optionally in a category. - Action **Create Task** Create a task, optionally linked to a contact. - Action **Delete Contact** Delete a Keap contact by ID. - Action **Delete note** Deletes a note from a Keap contact's record. - Action **Delete task** Deletes a task in Keap by its ID. - Action **Get company** Returns a single Keap company by its ID, including address, contact details and custom fields. - Action **Get Contact** Retrieve a Keap contact by ID. - Action **Get Contact Tags** List tags applied to a contact. - Action **Get note** Returns a single note on a Keap contact, including its title, text, type and assigned user. - Action **Get opportunity** Returns one Keap opportunity by its id, including its contact, stage, owner, revenue projections and custom field values. - Action **Get order** Returns a single Keap order by its id, including the contact, order items, totals, payment plan and shipping information. - Action **Get product** Returns a single Keap product by its ID, including price, inventory, options and subscription plans. - Action **Get task** Returns a single Keap task by its ID, including its title, due time, priority, assignee and completion status. - Action **List campaigns** Returns the campaigns in your Keap account, optionally filtered by name and sorted. - Action **List Companies** List companies. - Action **List Contact Custom Fields** Retrieve the contact model including custom fields. - Action **List Contacts** List Keap contacts, optionally filtered by email. - Action **List notes** Returns the notes recorded on a Keap contact, optionally filtered by title, assigned user or time range. - Action **List products** Returns a list of products in your Keap account, optionally filtered by name. - Action **List Tags** List all tags. - Action **List users** Returns the users of the Keap account, optionally filtered by email or name. - Action **Remove Tag from Contact** Remove a tag from a contact. - Action **Send email** Sends an email from a Keap user to one or more contacts. - Action **Update company** Updates an existing company in Keap with the values you provide; fields left blank are not changed. - Action **Update Contact** Update an existing Keap contact by ID. - Action **Update note** Updates an existing note on a Keap contact, changing its title, type, text, pin state or assigned user. - Action **Update opportunity** Updates an existing opportunity in Keap, changing only the details you fill in. - Action **Update task** Updates an existing task in Keap, changing only the details you provide. - 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 - [ **Keap** Keap (formerly Infusionsoft) CRM and marketing automation.](https://apiant.ai/connections/keap) - [ **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 Keap - [ **Keap to Hootsuite** Hootsuite is the leading social media dashboard allowing you to manage multiple networks and profiles and...](https://apiant.ai/connect/keap-to-hootsuite) - [ **Keap to Presenton** Presenton is an AI Presentation generator.](https://apiant.ai/connect/keap-to-presenton) - [ **Keap to Uspacy** Uspacy is a single digital workspace for organizing work processes of your company.](https://apiant.ai/connect/keap-to-uspacy) - [ **Keap to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/keap-to-salesforce) - [ **Keap to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/keap-to-slack) - [ **Keap to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/keap-to-mailchimp) ## 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 ## Keap and Pipeliner, answered ### ### What can start an automation from Keap? Any of Keap's 2 triggers in the catalog, including New Contact and Updated Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Pipeliner when something happens in Keap? 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 Keap? Yes. When something happens in Pipeliner, your agent can act in Keap too. This page covers both directions: Pipeliner's triggers and Keap's actions are listed here as well. ### ### Do I have to build a connector for Keap 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 Keap 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.