Integration
Connect PayChasers and Pipeliner
When New Chase Created fires in PayChasers, your agent runs Add contact in Pipeliner, or New account in Pipeliner to Create Client in PayChasers. 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 PayChasers and Pipeliner 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 PayChasers and Pipeliner can do together
From PayChasers to Pipeliner
When New Chase Created in PayChasers
then Add contact in Pipeliner
When New Chase Created in PayChasers
then Add lead in Pipeliner
From Pipeliner to PayChasers
When New account in Pipeliner
then Create Client in PayChasers
When New contact in Pipeliner
then List clients in PayChasers
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 PayChasers and Pipeliner
Triggers and actions 6 triggers · 23 actions
Trigger
New Chase CreatedTriggers when a new payment chase is created in PayChasers, via the dashboard or the API.
Action
Create ChaseCreates a new payment chase for a client, so PayChasers starts following up on the amount owed. The client is matched by email (or created if new) or picked by client id.
Action
Create ClientAdds a new client to your PayChasers account with a name, billing email and optional notes.
Action
List chasesReturns the payment chases in your PayChasers account, optionally filtered by status.
Action
List clientsReturns the clients in your PayChasers account.
Action
Mark Chase as PaidMarks a payment chase as paid, stopping further follow-ups for it.
Trigger
New accountFires when a new Account is created in Pipeliner.
Trigger
New contactFires when a new Contact is created in Pipeliner.
Trigger
New leadFires when a new Lead is created in Pipeliner.
Trigger
New opportunityFires when a new Opportunity is created in Pipeliner.
Trigger
Updated opportunityFires when an Opportunity is updated in Pipeliner.
Action
Add accountAdds a new account
Action
Add contactCreate a new Contact record.
Action
Add leadCreate a new Lead record.
Action
Add noteAdds a note to an account, contact, lead, opportunity, project, quote or custom entity record in Pipeliner.
Action
Add opportunityCreate a new Opportunity record.
Action
Add productCreate a new Product record.
Action
Delete accountDeletes a Pipeliner account by its id.
Action
Delete contactRemove Contact with given id.
Action
Find accounts by nameReturns up to 30 accounts whose name matches the specified name.
Action
Find contacts by emailReturns up to 30 contacts whose primary email matches the specified email.
Action
Get accountRetrieves a single account by its id.
Action
Get contactReturn Contact with given id.
Action
Get leadReturn Lead with given id.
Action
Get opportunityReturn Opportunity with given id.
Action
Update accountUpdate an existing Account record.
Action
Update contactUpdate an existing Contact record.
Action
Update leadUpdate an existing Lead record.
Action
Update opportunityUpdate an existing Opportunity record.
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 PayChasers
PayChasers to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
PayChasers to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
PayChasers to StripeStripe is a payment processing platform for online businesses.
PayChasers to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
PayChasers to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
PayChasers to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Pipeliner
HubSpot to PipelinerHubSpot is your all-in-one stop for all of your marketing software needs.
Gmail to PipelinerGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to PipelinerGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to PipelinerGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to PipelinerMailchimp marketing automation and email platform.
Pipedrive to PipelinerPipedrive is a sales CRM and pipeline management tool.
Questions
PayChasers and Pipeliner, answered
What can start an automation from PayChasers?
Any of PayChasers's 1 trigger in the catalog, including New Chase Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Pipeliner when something happens in PayChasers?
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 PayChasers?
Yes. When something happens in Pipeliner, your agent can act in PayChasers too. This page covers both directions: Pipeliner's triggers and PayChasers's actions are listed here as well.
Do I have to build a connector for PayChasers 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 PayChasers 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.