Integration
Connect Pipefile to OpenCRM
When File Request Created fires in Pipefile, your agent runs List contacts in OpenCRM. 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 Pipefile and OpenCRM 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 Pipefile can start in OpenCRM
When File Request Created in Pipefile
then List contacts in OpenCRM
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 Pipefile and OpenCRM
Triggers and actions 1 trigger · 16 actions
- File Request Created
Triggers when a file request is created.
- Add File Request From Template
Create 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.
- Create Contact
Add to contacts
- Delete Contact
Delete a contact by id. Returns 204 No Content on success.
- Get Contact
Retrieve one contact by id.
- Get File Request
Retrieve detailed information about one file request by id, including contents, items, files, and tracking events.
- List Contacts
Retrieve a paginated list of contacts, filterable by name/email/phone partial match.
- List File Request Templates
Retrieve the list of file request templates available for creating new file requests, with optional name search.
- Search File Requests
Finds all file requests matching this search query (contact name, email, tags, etc).
- Send Request
Create and send a new request
- Update Contact
Update name/email/phone of an existing contact by id.
- List activities
Returns activities from OpenCRM with their full details, optionally narrowed by a filter or keyword search.
- List companies
Returns the companies in your OpenCRM system with their full details, optionally narrowed by a filter or keyword search.
- List contacts
Returns contacts from OpenCRM with their full details, optionally narrowed by a filter or search keywords.
- List leads
Returns the leads in your OpenCRM system with their full details, optionally narrowed by a filter or search keywords.
- List opportunities
Returns the opportunities in your OpenCRM system with their full details, optionally narrowed by a filter or search keywords.
- List tickets
Returns helpdesk tickets from OpenCRM with their full details, optionally narrowed by a filter or search keywords.
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
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Questions
Pipefile and OpenCRM, answered
What can start an automation from Pipefile?
Any of Pipefile's 1 trigger in the catalog, including File Request Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in OpenCRM when something happens in Pipefile?
Any of OpenCRM's 6 actions, including List activities, List companies, List contacts and List leads. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from OpenCRM to Pipefile?
OpenCRM has no triggers in the catalog today, so automations start in Pipefile. If you need the other direction, ask: your agent reads OpenCRM's API documentation and adds it.
Do I have to build a connector for Pipefile or OpenCRM?
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 Pipefile and OpenCRM 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.