--- title: "Connect Kudosity and Pipeliner Crm - APIANT.ai" description: "When \"SMS Received to Inbox\" fires in Kudosity, your agent runs \"Add contact\" in Pipeliner Crm." canonical: "https://apiant.ai/connect/kudosity-to-pipeliner-crm" --- # Connect Kudosity and Pipeliner Crm When **SMS Received to Inbox** fires in [Kudosity](https://apiant.ai/connections/kudosity), your agent runs **Add contact** in [Pipeliner Crm](https://apiant.ai/connections/pipeliner-crm), or **New account** in Pipeliner Crm to **Send RCS message** in Kudosity. Describe the whole flow and it is built, tested on every scenario and kept running. Kudosity **2** triggers Kudosity **7** actions Pipeliner Crm **4** triggers Pipeliner Crm **29** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Kudosity and Pipeliner Crm 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 Kudosity and Pipeliner Crm can do together ### From Kudosity to Pipeliner Crm - When **SMS Received to Inbox** in Kudosity then **Add contact** in Pipeliner Crm - When **SMS Sent** in Kudosity then **Add lead** in Pipeliner Crm ### From Pipeliner Crm to Kudosity - When **New account** in Pipeliner Crm then **Send RCS message** in Kudosity - When **New contact** in Pipeliner Crm then **Send WhatsApp message** in Kudosity 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 Kudosity and Pipeliner Crm ## Triggers and actions 6 triggers · 36 actions - Trigger **SMS Received to Inbox** Triggers when a new inbound SMS arrives in your Kudosity inbox, optionally limited to one of your numbers or one sender. - Trigger **SMS Sent** Triggers when a new outbound SMS message is sent from your Kudosity account. - Action **Get SMS Activity** Returns SMS messages sent or received on the account, filtered by date range, recipient, sender, status, direction and more. - Action **Get SMS Info** Returns the details and delivery status of a previously sent SMS message. - Action **Report on Messages Sent** Returns a report of SMS messages sent from your Kudosity account, filterable by date range, recipient, sender, status and message reference. - Action **Send MMS** Sends a multimedia message (MMS) with an image, audio or video attachment to a phone number. - Action **Send RCS message** Sends an RCS text or media message to a single recipient from your registered RCS agent, with optional SMS fallback. - Action **Send SMS** Sends an SMS message from one of your sender numbers to a recipient's phone. - Action **Send WhatsApp message** Sends a WhatsApp message (plain text, an approved template, or a custom Meta Cloud API payload) to one recipient, with optional SMS fallback. - Trigger **New account** Fires when a new Account is created, via Coevera/Pipeliner webhooks (real-time updates) on the Accounts entity. - Trigger **New contact** Fires when a new Contact is created, via Coevera/Pipeliner webhooks (real-time updates) on the Contacts entity. - Trigger **New lead** Fires when a new Lead is created, via Coevera/Pipeliner webhooks (real-time updates) on the Leads entity. - Trigger **New opportunity** Fires when a new Opportunity is created, via Coevera/Pipeliner webhooks (real-time updates) on the Opportunities entity. - Action **Add account** Adds a new account - Action **Add appointment** Create an Appointment record. - Action **Add contact** Create a Contact record. - Action **Add lead** Adds a new lead - Action **Add opportunity** Adds a new opportunity in Pipeliner CRM, including any custom opportunity fields defined in your space. - Action **Add product** Adds a new product - Action **Add task** Create a Task (Activity) record. - Action **Delete account** Deletes an account in Pipeliner CRM by its ID. - Action **Delete contact** Deletes a contact in Pipeliner CRM by its ID. - Action **Delete lead** Deletes a lead from Pipeliner CRM by its ID. - Action **Delete opportunity** Deletes an opportunity in Pipeliner CRM by its ID. - Action **Find contacts** Returns up to 100 contacts whose chosen field matches the specified value. - Action **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). - Action **Get account** Returns a single Pipeliner CRM account by its id, including custom field values. - Action **Get contact** Retrieve a single Contact by id. - Action **Get lead** Retrieves a single lead from Pipeliner CRM by its id, including the lead's custom fields. - Action **Get opportunity** Retrieves a single opportunity by its id, including any custom field values defined on opportunities in the account. - Action **List accounts** List/search Account records. - Action **List appointments** List Appointment records. - Action **List contacts** Returns the contacts in the Pipeliner CRM space, optionally filtered by one field and sorted. - Action **List leads** Lists leads in the Pipeliner CRM space, optionally filtered, sorted and expanded. Returns up to 100 leads. - Action **List opportunities** Returns all opportunities in the Pipeliner CRM space, optionally filtered, sorted and expanded. - Action **List products** Returns up to 100 products from the Pipeliner CRM space, optionally filtered by name or SKU. - Action **List tasks** List Task (Activity) records. - Action **Update account** Updates an existing account by ID, including any custom account fields. - Action **Update contact** Updates an existing contact in Pipeliner CRM by ID. Only the fields you fill in are changed. - Action **Update lead** Updates an existing lead by ID - Action **Update opportunity** Updates an existing opportunity by ID - Action **Update task** Updates an existing task by ID ## Each app on its own - [ **Kudosity** Kudosity is a secure SMS platform for business, empowering marketers and developers to send reliable text...](https://apiant.ai/connections/kudosity) - [ **Pipeliner Crm** Visual sales pipeline CRM for managing deals, contacts, and sales workflow automation.](https://apiant.ai/connections/pipeliner-crm) Reviews ## What our customers say ## More from Kudosity - [ **Kudosity to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/kudosity-to-salesforce) - [ **Kudosity to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/kudosity-to-slack) - [ **Kudosity to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/kudosity-to-mailchimp) - [ **Kudosity to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/kudosity-to-stripe) - [ **Kudosity to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/kudosity-to-shopify) - [ **Kudosity to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/kudosity-to-quickbooks-online) ## More into Pipeliner Crm - [ **Arxiv to Pipeliner Crm** Open-access repository API for searching and retrieving scholarly preprints in physics, math, CS, and...](https://apiant.ai/connect/arxiv-to-pipeliner-crm) - [ **HubSpot to Pipeliner Crm** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pipeliner-crm) - [ **Slack to Pipeliner Crm** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pipeliner-crm) - [ **Google Sheets to Pipeliner Crm** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-pipeliner-crm) - [ **Gmail to Pipeliner Crm** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pipeliner-crm) - [ **Google Calendar to Pipeliner Crm** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pipeliner-crm) Questions ## Kudosity and Pipeliner Crm, answered ### ### What can start an automation from Kudosity? Any of Kudosity's 2 triggers in the catalog, including SMS Received to Inbox and SMS Sent. 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 Kudosity? 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 Kudosity? Yes. When something happens in Pipeliner Crm, your agent can act in Kudosity too. This page covers both directions: Pipeliner Crm's triggers and Kudosity's actions are listed here as well. ### ### Do I have to build a connector for Kudosity 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 Kudosity 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.