Integration
Connect PipelineDeals and SysAid
When Updated person lead status fires in PipelineDeals, your agent runs Add Service Record Note in SysAid, or New Service Record in SysAid to Create deal in PipelineDeals. 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 PipelineDeals and SysAid 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 PipelineDeals and SysAid can do together
From PipelineDeals to SysAid
When Updated person lead status in PipelineDeals
then Add Service Record Note in SysAid
From SysAid to PipelineDeals
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 PipelineDeals and SysAid
Triggers and actions 3 triggers · 43 actions
- Updated person lead status
Triggered when a person is updated to the specified lead status. Polls people sorted by most-recently-updated and surfaces each person's lead status.
- Add or update person
Adds a new person if the email does not exist, otherwise updates the existing person.
- Add project
Creates a project in Pipeline CRM, optionally linking deals, companies, people and collaborators.
- Add tags to person
Adds one or more tags to a person (matched by email). Separate multiple tags with commas.
- Create company
Creates a new company in PipelineDeals.
- Create deal
Creates a new deal in PipelineDeals.
- Create person
Creates a new person (contact) in PipelineDeals.
- Create person activity
Creates a new activity (note) attached to a person if the email address is found. If the person has a single deal the activity is also attached to that.
- Create person activity (custom)
Creates a new activity (note) attached to a person if the email address is found. If the person has a single deal the activity is also attached to that. If the person has multiple deals the activity is created without a deal attachment.
- Create person document
Uploads a new document attached to a person if the email address is found. If the person has a single deal the document is also attached to that.
- Delete company
Deletes a company.
- Delete deal
Deletes a deal.
- Delete note
Deletes a note.
- Delete person
Deletes a person by ID.
- Find calendar entries
Returns the tasks and events on your calendar that match the filters you set, such as type, completion, date range, or the person, deal or company they are about.
- Find companies
Finds companies whose name matches the search text.
- Find deals
Finds deals whose name matches the search text.
- Find people
Finds people (contacts and leads) matching the search text, name, email, phone, company, type and other criteria you supply. Returns up to 200 matching people.
- Find projects
Finds projects whose name contains the text you give, optionally narrowed by owner, status, archived state and dates. Returns the matching projects.
- Get company
Returns a company by ID.
- Get deal
Retrieves a single deal by ID.
- Get note
Returns a single note (activity) by its id, including its content, category, linked deal, person or company, and comments.
- Get person
Retrieves a single person by ID.
- Get project
Returns a project by its ID, including its associated deals, people, companies, milestones and custom field values.
- Update company
Updates a company's name, phone or website.
- Update note
Changes the text of a note.
- Update person
Updates an existing person by ID in PipelineDeals.
- Update project
Updates an existing project in Pipeline CRM, changing only the details you fill in.
- New Service Record
Triggers when a new service record (incident or request) is created in SysAid.
- Service Record Updated
Triggers when a service record (incident or request) is updated in SysAid.
- Add Service Record Note
Adds a note to a SysAid service record.
- Create Company
Creates a new company in SysAid.
- Create End User
Creates a new end user in SysAid.
- Create Service Record
Creates a new service record (incident or request) in SysAid and returns it.
- Delete Service Record
Permanently deletes a SysAid service record.
- Get Agent
Returns one SysAid agent by ID.
- Get Company
Returns one SysAid company by ID.
- Get End User
Returns one SysAid end user by ID.
- Get Service Record
Returns one SysAid service record by its ID.
- List Agents
Returns a page of SysAid agents.
- List Companies
Returns a page of companies in SysAid.
- List End Users
Returns a page of SysAid end users.
- List Groups
Returns a page of SysAid groups.
- Resolve Service Record
Resolves a SysAid service record with a solution.
- Search Service Records
Finds SysAid service records matching a text search, newest first.
- Update Service Record
Updates fields on an existing SysAid service record, such as its status, priority, assignee or description.
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
PipelineDeals and SysAid, answered
What can start an automation from PipelineDeals?
Any of PipelineDeals's 1 trigger in the catalog, including Updated person lead status. Describe the moment in plain language and your agent picks the right one.
What can your agent do in SysAid when something happens in PipelineDeals?
Any of SysAid's 16 actions, including Create Company, Create End User, Create Service Record and Update Service Record. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SysAid to PipelineDeals?
Yes. When something happens in SysAid, your agent can act in PipelineDeals too. This page covers both directions: SysAid's triggers and PipelineDeals's actions are listed here as well.
Do I have to build a connector for PipelineDeals or SysAid?
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 PipelineDeals and SysAid 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.