Integration
Connect Pipeliner Crm to Aurora Inbox
When something happens in Pipeliner Crm, your agent does the next thing in Aurora Inbox. Describe it 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 Pipeliner Crm and Aurora Inbox to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Pipeliner Crm can start in Aurora Inbox
When New account in Pipeliner Crm
then Add chat in Aurora Inbox
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 Pipeliner Crm and Aurora Inbox
Triggers and actions 4 triggers · 49 actions
- 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
- Add chat
Creates a new chat conversation for a contact on a specific channel.
- Add company
Adds a new company.
- Add tag
Creates a tag in Aurora Inbox that can be attached to any chat. If a tag with the same name already exists, that tag is returned.
- Create Opportunity
Create a new opportunity
- Delete contact
Deletes a contact by its ID.
- Find chats by criteria
Returns up to 25 chats that match the specified search term, channel, team, unanswered and unread criteria.
- Get Chat
Returns one chat by id: contact, channel, channel type, owner, agents and status flags.
- Get company
Fetches a single company by id.
- Get contact
Fetches a single contact by id.
- Get or Create Contact
Finds a contact by phone number, or creates one when no contact has that number. When a contact is found, any name, email, company name and custom property values you supply are applied to it.
- List Chat Opportunities
Returns the opportunities (deals) attached to a chat.
- List Chat Tags
Returns all tags currently attached to a chat: attachment id, roomId, tagId, tagName.
- List companies
Lists companies in Aurora Inbox, optionally filtered by a keyword search.
- List tags
Returns all tags configured in the Aurora Inbox account, optionally with the number of chats tagged with each.
- List teams
Returns all teams configured in the Aurora Inbox account, including their members and roles.
- Send media message
Sends a file (image, video, audio or document) to an Aurora Inbox chat, with an optional caption.
- Send message
Sends a text message, or an internal note visible only to agents, to an Aurora Inbox chat.
- Tag chat
Attaches a tag to a chat, either an existing tag or one looked up by name (created if no tag with that name exists). If the chat already has the tag, the existing attachment is returned.
- Update company
Updates fields on an existing company.
- Update Contact
Updates an existing contact's name, phone, email, company name and custom property values. Blank fields keep their current values.
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
Pipeliner Crm and Aurora Inbox, answered
What can start an automation from Pipeliner Crm?
Any of Pipeliner Crm's 4 triggers in the catalog, including New account, New contact, New lead and New opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Aurora Inbox when something happens in Pipeliner Crm?
Any of Aurora Inbox's 20 actions, including Create Opportunity, Send media message, Send message and Update company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Aurora Inbox to Pipeliner Crm?
Aurora Inbox has no triggers in the catalog today, so automations start in Pipeliner Crm. If you need the other direction, ask: your agent reads Aurora Inbox's API documentation and adds it.
Do I have to build a connector for Pipeliner Crm or Aurora Inbox?
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.
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.