Integration
Connect PipelineDeals and Targetprocess
When Updated person lead status fires in PipelineDeals, your agent runs Create Task in Targetprocess, or New Bug in Targetprocess 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 Targetprocess 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 Targetprocess can do together
From PipelineDeals to Targetprocess
When Updated person lead status in PipelineDeals
then Create Task in Targetprocess
From Targetprocess 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 Targetprocess
Triggers and actions 12 triggers · 35 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 Bug
Triggers when a new Bug is added in Targetprocess.
- New Build
Triggers when a new Build is added in Targetprocess.
- New Comment
Triggers when a new Comment is added in Targetprocess.
- New Feature
Triggers when a new Feature is added in Targetprocess.
- New Iteration
Triggers when a new Iteration is added in Targetprocess.
- New Release
Triggers when a new Release is added in Targetprocess.
- New Request
Triggers when a new Request is added in Targetprocess.
- New Task
Triggers when a new Task is added in Targetprocess.
- New Team Iteration
Triggers when a new Team Iteration is added in Targetprocess.
- New Time
Triggers when a new Time record is added in Targetprocess.
- New User Story
Triggers when a new User Story is added in Targetprocess.
- Add Requester to Request
Creates a Requester and attaches them to an existing Request.
- Change State
Changes the workflow state of an existing entity.
- Create Bug
Creates a new Bug in a Targetprocess project.
- Create Build
Creates a Build in a Targetprocess project.
- Create Feature
Creates a Feature, a high-level requirement that groups User Stories.
- Create Request
Creates a Request (an idea, issue or question from users).
- Create Task
Creates a Task under an existing User Story.
- Create User Story
Creates a User Story in a project.
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 Targetprocess, 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 Targetprocess when something happens in PipelineDeals?
Any of Targetprocess's 8 actions, including Create Bug, Create Build, Create Feature and Create Request. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Targetprocess to PipelineDeals?
Yes. When something happens in Targetprocess, your agent can act in PipelineDeals too. This page covers both directions: Targetprocess's triggers and PipelineDeals's actions are listed here as well.
Do I have to build a connector for PipelineDeals or Targetprocess?
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 Targetprocess 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.