--- title: "Connect LiveSwitch and Pipeliner Crm - APIANT.ai" description: "When \"New Contact Matching Filter\" fires in LiveSwitch, your agent runs \"Add contact\" in Pipeliner Crm." canonical: "https://apiant.ai/connect/liveswitch-to-pipeliner-crm" --- # Connect LiveSwitch and Pipeliner Crm When **New Contact Matching Filter** fires in [LiveSwitch](https://apiant.ai/connections/liveswitch), your agent runs **Add contact** in [Pipeliner Crm](https://apiant.ai/connections/pipeliner-crm), or **New account** in Pipeliner Crm to **Create Contact** in LiveSwitch. Describe the whole flow and it is built, tested on every scenario and kept running. LiveSwitch **5** triggers LiveSwitch **24** 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 LiveSwitch 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 LiveSwitch and Pipeliner Crm can do together ### From LiveSwitch to Pipeliner Crm - When **New Contact Matching Filter** in LiveSwitch then **Add contact** in Pipeliner Crm - When **New Conversation Matching Filter** in LiveSwitch then **Add lead** in Pipeliner Crm ### From Pipeliner Crm to LiveSwitch - When **New account** in Pipeliner Crm then **Create Contact** in LiveSwitch - When **New contact** in Pipeliner Crm then **Update Contact** in LiveSwitch 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 LiveSwitch and Pipeliner Crm ## Triggers and actions 9 triggers · 53 actions - Trigger **New Contact Matching Filter** Triggers when a new contact appears in your LiveSwitch organization, optionally limited to contacts matching a filter. - Trigger **New Conversation Matching Filter** Triggers when a new conversation is created in LiveSwitch, optionally limited to conversations matching a filter. - Trigger **New Guided Instructions** Triggers when a new set of guided instructions is added to your LiveSwitch organization, returning its name, description, where it is shown and its steps. - Trigger **New Project** Triggers when a new project appears in LiveSwitch, optionally limited by status, contact or external ID. - Trigger **New Tag** Triggers when a new tag is created in LiveSwitch. - Action **Create Contact** Creates a new contact in LiveSwitch from a name, email or phone, and any custom attributes defined for contacts, and returns the created contact. - Action **Create Conversation** Creates a LiveSwitch conversation, such as a live call, recording request, photo session or scheduled call, for a new or existing contact. Returns the conversation with its join and review links. - Action **Create Project** Creates a project in LiveSwitch with a name, status, address, tags, associated contacts and custom attributes, and returns the new project including its links. - Action **Create Tag** Creates a tag in your LiveSwitch organization, with an optional display color, and returns the new tag. - Action **Find All Tags** Returns the tags in your LiveSwitch organization, optionally narrowed by a filter and sorted in the order you choose. - Action **Find Contact by ID** Returns a single LiveSwitch contact by its id, including its name, email, phone and custom attribute values. - Action **Find Contact by Phone** Returns the LiveSwitch contact that has the given phone number, including its custom attributes. - Action **Find Conversation by ID** Returns one LiveSwitch conversation by its ID, including its join and review links, status, contact, tags, notes and custom attributes. - Action **Find Conversations** Returns the conversations in your LiveSwitch organization that match an optional filter, most recent first unless you choose another order. - Action **Find Document by ID** Returns a single LiveSwitch document, either a snapshot or an uploaded file, with its project, conversation, tags and links. - Action **Find Form by ID** Returns a LiveSwitch form by its id, including its name, headline, notes and the fields it collects. - Action **Find Form Submission by ID** Returns a single form submission by its id, including the form, contact and conversation it belongs to and the answers given. - Action **Find Guided Instructions** Returns the guided instructions in your LiveSwitch organization that match the specified filter or conversation type. - Action **Find Project by ID** Returns a single LiveSwitch project by its ID, including its status, share links, tags, contacts and custom attributes. - Action **Find Projects** Returns the projects in your LiveSwitch organization, optionally narrowed by status, external ID, contact or a custom filter. - Action **Find Recording by ID** Returns one LiveSwitch recording by its ID, including its public link, thumbnail, type, status and tags. - Action **Find Recordings by Conversation** Returns the recordings that belong to a LiveSwitch conversation, including their public links, status and tags. - Action **Find Recordings by Project** Returns the recordings that belong to the specified project, including their public links, status, type and tags. - Action **Get Current User (Me)** Returns the LiveSwitch user the connected account is signed in as, including their name, contact details and organization. - Action **Get Organization Settings** Returns the settings of the organization you are logged in to, including its default country code, whether recordings start automatically, and whether SMS is enabled. - Action **Update Contact** Updates an existing contact by ID, changing only the name, email, phone and custom attribute values you supply, and returns the updated contact. - Action **Update Conversation** Updates a conversation's name, notes, tags, contact, project or assigned user in LiveSwitch and returns the updated conversation. - Action **Update Project** Updates an existing project's name, external ID, status, tags, address, contacts and custom attributes, and returns the updated project. Only the fields you fill in are changed. - Action **Update Tag** Updates the name or display color of an existing tag and returns the updated tag. - 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 - [ **LiveSwitch** LiveSwitch is a video business communication company that provides instant connectivity between customers...](https://apiant.ai/connections/liveswitch) - [ **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 LiveSwitch - [ **LiveSwitch to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/liveswitch-to-salesforce) - [ **LiveSwitch to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/liveswitch-to-slack) - [ **LiveSwitch to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/liveswitch-to-mailchimp) - [ **LiveSwitch to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/liveswitch-to-stripe) - [ **LiveSwitch to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/liveswitch-to-shopify) - [ **LiveSwitch to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/liveswitch-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 ## LiveSwitch and Pipeliner Crm, answered ### ### What can start an automation from LiveSwitch? Any of LiveSwitch's 5 triggers in the catalog, including New Contact Matching Filter, New Conversation Matching Filter, New Guided Instructions and New Project. 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 LiveSwitch? 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 LiveSwitch? Yes. When something happens in Pipeliner Crm, your agent can act in LiveSwitch too. This page covers both directions: Pipeliner Crm's triggers and LiveSwitch's actions are listed here as well. ### ### Do I have to build a connector for LiveSwitch 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 LiveSwitch 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.