Integration
Connect NeonCRM and Pipeliner Crm
When New event fires in NeonCRM, your agent runs Add contact in Pipeliner Crm, or New account in Pipeliner Crm to Create Account in NeonCRM. 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 NeonCRM and Pipeliner Crm 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 NeonCRM and Pipeliner Crm can do together
From NeonCRM to Pipeliner Crm
When New event in NeonCRM
then Add contact in Pipeliner Crm
From Pipeliner Crm to NeonCRM
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 NeonCRM and Pipeliner Crm
Triggers and actions 6 triggers · 50 actions
- New event
Triggers when a new event is created in NeonCRM.
- New event registration
Triggers when someone registers for the chosen NeonCRM event.
- Add campaign
Creates a fundraising campaign in Neon CRM and returns its id.
- Add event
Creates a new event in Neon CRM with its name, dates, location and registration settings, and returns the new event's id.
- Add event registration
Creates a registration for a NeonCRM event on behalf of an account, optionally with tickets, attendees and payments.
- Add membership
Creates a membership for a Neon CRM account at the chosen membership level and term.
- Add pledge
Creates a pledge for a NeonCRM account, with its amount, fund, campaign and other gift details.
- Create Account
Creates an individual account in Neon CRM with its primary contact details and address, and returns the new account's id.
- Create Activity
Creates an activity (task, call, meeting) in Neon CRM, optionally linked to an account, event, grant or prospect.
- Create Donation
Creates a donation for a Neon CRM account, with optional fund, campaign, tribute, payment and custom field details.
- Get account
Returns one Neon CRM account (individual or company) by its id, including contact details, addresses and custom fields.
- Get donation
Returns a single donation by its ID, including amount, date, donor account, fund, campaign, payments and donation custom fields.
- Get event
Returns a single event by its ID, including dates, location, category and financial settings.
- Get event registration
Returns one event registration, including its tickets, attendees, payments and registrant custom fields.
- Get membership
Returns a single Neon CRM membership, including its level, term, dates, fee, status, payments and membership custom fields.
- Link Individual Account to Company Account
Links an individual account to a company account as a contact, optionally setting title, department, employment dates and primary-contact status.
- List campaigns
Returns every fundraising campaign in your Neon CRM account with its id, code, name and status.
- Update activity
Updates an existing activity in NeonCRM. Only the fields you fill in are changed.
- Update Company Account
Updates an existing company account in Neon CRM, changing only the details you fill in.
- Update donation
Updates an existing donation in NeonCRM, changing only the details you supply.
- Update event
Updates an existing NeonCRM event, changing only the details you fill in.
- Update Individual Account
Updates an individual account in Neon CRM, changing only the details you fill in.
- Update membership
Updates an existing membership in Neon CRM, changing only the fields you fill in.
- New account
Fires when a new Account is created, via Coevera/Pipeliner webhooks (real-time updates) on the Accounts entity.
- New contact
Fires when a new Contact is created, via Coevera/Pipeliner webhooks (real-time updates) on the Contacts entity.
- New lead
Fires when a new Lead is created, via Coevera/Pipeliner webhooks (real-time updates) on the Leads entity.
- New opportunity
Fires when a new Opportunity is created, via Coevera/Pipeliner webhooks (real-time updates) on the Opportunities entity.
- Add account
Adds a new account
- Add appointment
Create an Appointment record.
- Add contact
Create a Contact record.
- Add lead
Adds a new lead
- Add opportunity
Adds a new opportunity in Pipeliner CRM, including any custom opportunity fields defined in your space.
- Add product
Adds a new product
- Add task
Create a Task (Activity) record.
- Delete account
Deletes an account in Pipeliner CRM by its ID.
- Delete contact
Deletes a contact in Pipeliner CRM by its ID.
- Delete lead
Deletes a lead from Pipeliner CRM by its ID.
- Delete opportunity
Deletes an opportunity in Pipeliner CRM by its ID.
- Find contacts
Returns up to 100 contacts whose chosen field matches the specified value.
- 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).
- Get account
Returns a single Pipeliner CRM account by its id, including custom field values.
- Get contact
Retrieve a single Contact by id.
- Get lead
Retrieves a single lead from Pipeliner CRM by its id, including the lead's custom fields.
- Get opportunity
Retrieves a single opportunity by its id, including any custom field values defined on opportunities in the account.
- List accounts
List/search Account records.
- List appointments
List Appointment records.
- List contacts
Returns the contacts in the Pipeliner CRM space, optionally filtered by one field and sorted.
- List leads
Lists leads in the Pipeliner CRM space, optionally filtered, sorted and expanded. Returns up to 100 leads.
- List opportunities
Returns all opportunities in the Pipeliner CRM space, optionally filtered, sorted and expanded.
- List products
Returns up to 100 products from the Pipeliner CRM space, optionally filtered by name or SKU.
- List tasks
List Task (Activity) records.
- Update account
Updates an existing account by ID, including any custom account fields.
- Update contact
Updates an existing contact in Pipeliner CRM by ID. Only the fields you fill in are changed.
- Update lead
Updates an existing lead by ID
- Update opportunity
Updates an existing opportunity by ID
- Update task
Updates an existing task 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 NeonCRM
NeonCRM to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
NeonCRM to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
NeonCRM to StripeStripe is a payment processing platform for online businesses.
NeonCRM to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
NeonCRM to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
NeonCRM to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Pipeliner Crm
Arxiv to Pipeliner CrmOpen-access repository API for searching and retrieving scholarly preprints in physics, math, CS, and...
HubSpot to Pipeliner CrmHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to Pipeliner CrmGoogle Sheets
Gmail to Pipeliner CrmGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Pipeliner CrmGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
NeonCRM and Pipeliner Crm, answered
What can start an automation from NeonCRM?
Any of NeonCRM's 2 triggers in the catalog, including New event and New event registration. 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 NeonCRM?
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 NeonCRM?
Yes. When something happens in Pipeliner Crm, your agent can act in NeonCRM too. This page covers both directions: Pipeliner Crm's triggers and NeonCRM's actions are listed here as well.
Do I have to build a connector for NeonCRM 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 NeonCRM 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.