Integration
Connect Kustomer and Pipefile
When Conversation Created fires in Kustomer, your agent runs Create Contact in Pipefile, or File Request Created in Pipefile to Add message in Kustomer. 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 Kustomer and Pipefile 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Kustomer and Pipefile can do together
From Kustomer to Pipefile
When Conversation Created in Kustomer
then Create Contact in Pipefile
When Conversation Updated in Kustomer
then Update Contact in Pipefile
From Pipefile to Kustomer
When File Request Created in Pipefile
then Add message in Kustomer
When File Request Created in Pipefile
then Create Customer in Kustomer
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 Kustomer and Pipefile
Triggers and actions 7 triggers · 31 actions
Trigger
Conversation CreatedTriggers when a new conversation is created in Kustomer.
Trigger
Conversation UpdatedTriggers when a Kustomer conversation is created or updated.
Trigger
Customer CreatedTriggers when a new customer is created in Kustomer.
Trigger
Customer UpdatedTriggers when a Kustomer customer is created or updated.
Trigger
Message CreatedTriggers when a new message is sent or received in Kustomer.
Trigger
Message UpdatedTriggers when a Kustomer message is created or updated.
Action
Add custom objectCreates a new custom object (KObject) of the chosen custom object type in Kustomer.
Action
Add messageAdds a message to an existing Kustomer conversation; the message belongs to the conversation's customer.
Action
Create CompanyCreates a company in Kustomer that customers can be linked to.
Action
Create ConversationCreates a new conversation for a Kustomer customer, with an optional name, status and tags.
Action
Create CustomerCreates a new customer in Kustomer with a name, email, phone and optional external ID.
Action
Create NotesAdds an internal note to a Kustomer conversation. Notes are visible to agents only, not the customer.
Action
Create UserInvites a new agent user to your Kustomer org by name and email.
Action
Delete CustomerDeletes a Kustomer customer by ID.
Action
Find ConversationFinds a Kustomer conversation by the external ID your own system gave it.
Action
Find CustomerFinds a Kustomer customer by email address and returns their ID, name and phone.
Action
Find custom objects by criteriaReturns the custom objects (KObjects) of a chosen Klass, optionally only those after a given date, sorted and limited to selected fields.
Action
Find UserFinds a Kustomer agent user by email address.
Action
Get CompanyReturns one Kustomer company by ID.
Action
Get ConversationReturns one Kustomer conversation by ID, with its subject, status, customer and timestamps.
Action
Get CustomerReturns one Kustomer customer by ID, with name, emails, phones and timestamps.
Action
Get messageReturns a single Kustomer message by its ID, including its attributes and related conversation and customer.
Action
Get userReturns a Kustomer user (agent) by their ID, including name, email and other profile attributes.
Action
List teamsReturns the teams in your Kustomer organization, optionally filtered by role group or deleted status.
Action
Update companyUpdates an existing Kustomer company's name, external ID, emails, phones, tags and custom attributes.
Action
Update ConversationUpdates a Kustomer conversation's subject or status. Only the fields you fill in are changed.
Action
Update CustomerUpdates an existing Kustomer customer's name, email, phone or external ID. Only the fields you fill in are changed.
Trigger
File Request CreatedTriggers when a file request is created.
Action
Add File Request From TemplateCreate a new file request from an existing template for one recipient (name/email/phone), optionally on behalf of a team member via X-Pipefile-On-Behalf-Of.
Action
Create ContactAdd to contacts
Action
Delete ContactDelete a contact by id. Returns 204 No Content on success.
Action
Get ContactRetrieve one contact by id.
Action
Get File RequestRetrieve detailed information about one file request by id, including contents, items, files, and tracking events.
Action
List ContactsRetrieve a paginated list of contacts, filterable by name/email/phone partial match.
Action
List File Request TemplatesRetrieve the list of file request templates available for creating new file requests, with optional name search.
Action
Search File RequestsFinds all file requests matching this search query (contact name, email, tags, etc).
Action
Send RequestCreate and send a new request
Action
Update ContactUpdate name/email/phone of an existing contact 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
More from Kustomer
Kustomer to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Kustomer to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Kustomer to MailchimpMailchimp marketing automation and email platform.
Kustomer to StripeStripe is a payment processing platform for online businesses.
Kustomer to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Kustomer to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
More into Pipefile
HubSpot to PipefileHubSpot is your all-in-one stop for all of your marketing software needs.
Instagram to PipefileInstagram is a social media platform for sharing photos, videos, and stories.
CM.com to PipefileCM.com — create excellent conversational customer experiences and turn any conversation into a conversion.
EARLY to PipefileEARLY is a Time Tracking App: Effortless, Smart, and Secure.
Google Sheets to PipefileGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to PipefileGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Questions
Kustomer and Pipefile, answered
What can start an automation from Kustomer?
Any of Kustomer's 6 triggers in the catalog, including Conversation Created, Conversation Updated, Customer Created and Customer Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Pipefile when something happens in Kustomer?
Any of Pipefile's 10 actions, including Create Contact, Send Request, Update Contact and Add File Request From Template. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Pipefile to Kustomer?
Yes. When something happens in Pipefile, your agent can act in Kustomer too. This page covers both directions: Pipefile's triggers and Kustomer's actions are listed here as well.
Do I have to build a connector for Kustomer or Pipefile?
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 Kustomer and Pipefile 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.