Integration
Connect Pipeliner Crm to Botdog
When something happens in Pipeliner Crm, your agent does the next thing in Botdog. 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 Botdog 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 Botdog
When New account in Pipeliner Crm
then Add blacklist in Botdog
When New contact in Pipeliner Crm
then Add Contact to a Campaign in Botdog
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 Botdog
Triggers and actions 4 triggers · 59 actions
Trigger
New accountFires when a new Account is created, via Coevera/Pipeliner webhooks (real-time updates) on the Accounts entity.
Trigger
New contactFires when a new Contact is created, via Coevera/Pipeliner webhooks (real-time updates) on the Contacts entity.
Trigger
New leadFires when a new Lead is created, via Coevera/Pipeliner webhooks (real-time updates) on the Leads entity.
Trigger
New opportunityFires when a new Opportunity is created, via Coevera/Pipeliner webhooks (real-time updates) on the Opportunities entity.
Action
Add accountAdds a new account
Action
Add appointmentCreate an Appointment record.
Action
Add contactCreate a Contact record.
Action
Add leadAdds a new lead
Action
Add opportunityAdds a new opportunity in Pipeliner CRM, including any custom opportunity fields defined in your space.
Action
Add productAdds a new product
Action
Add taskCreate a Task (Activity) record.
Action
Delete accountDeletes an account in Pipeliner CRM by its ID.
Action
Delete contactDeletes a contact in Pipeliner CRM by its ID.
Action
Delete leadDeletes a lead from Pipeliner CRM by its ID.
Action
Delete opportunityDeletes an opportunity in Pipeliner CRM by its ID.
Action
Find contactsReturns up to 100 contacts whose chosen field matches the specified value.
Action
Find opportunitiesReturns up to 100 opportunities that match the specified criteria (name, owner, pipeline step, type, sales unit, lead source, closing date, archived flag).
Action
Get accountReturns a single Pipeliner CRM account by its id, including custom field values.
Action
Get contactRetrieve a single Contact by id.
Action
Get leadRetrieves a single lead from Pipeliner CRM by its id, including the lead's custom fields.
Action
Get opportunityRetrieves a single opportunity by its id, including any custom field values defined on opportunities in the account.
Action
List accountsList/search Account records.
Action
List appointmentsList Appointment records.
Action
List contactsReturns the contacts in the Pipeliner CRM space, optionally filtered by one field and sorted.
Action
List leadsLists leads in the Pipeliner CRM space, optionally filtered, sorted and expanded. Returns up to 100 leads.
Action
List opportunitiesReturns all opportunities in the Pipeliner CRM space, optionally filtered, sorted and expanded.
Action
List productsReturns up to 100 products from the Pipeliner CRM space, optionally filtered by name or SKU.
Action
List tasksList Task (Activity) records.
Action
Update accountUpdates an existing account by ID, including any custom account fields.
Action
Update contactUpdates an existing contact in Pipeliner CRM by ID. Only the fields you fill in are changed.
Action
Update leadUpdates an existing lead by ID
Action
Update opportunityUpdates an existing opportunity by ID
Action
Update taskUpdates an existing task by ID
Action
Add blacklistCreates a new blacklist (suppression list) in Botdog so leads on it are excluded from campaigns.
Action
Add campaignCreates a new outreach campaign in Botdog, optionally with a start and end date.
Action
Add Contact to a CampaignAdds one contact to a Botdog campaign by LinkedIn profile URL, with optional name, title, company, location and custom attributes for message personalization.
Action
Add leads to blacklistAdds up to 100 LinkedIn profiles to a Botdog blacklist so they are excluded from campaigns. Duplicates are skipped.
Action
Add leads to campaignAdds up to 100 leads to a Botdog campaign in one call, each identified by LinkedIn profile URL.
Action
Add leads to listAdds up to 100 LinkedIn profiles to a Botdog lead list. Duplicates are skipped.
Action
Add listCreates a new lead list in Botdog to hold LinkedIn profiles you want to group together.
Action
Add snippetCreates a reusable message snippet in Botdog — either a static text template or an LLM prompt — for use in campaign messages.
Action
Archive campaignArchives a Botdog campaign. It disappears from the active list immediately and finishes archiving in the background.
Action
Delete campaignDeletes a Botdog campaign. It disappears immediately and is removed in the background.
Action
Delete snippetDeletes one of your own message snippets in Botdog.
Action
Get campaignReturns one Botdog campaign by id, with its name, status, owner and schedule.
Action
Get campaign sequenceReturns a campaign's sequence — its steps and the branch conditions between them — as configured in the Botdog editor.
Action
Get campaign statisticsReturns a campaign's performance: invitations and messages sent, acceptances, replies, profile visits and the resulting rates.
Action
Get leadReturns one lead by id, including profile details, campaign status and the lead's full event history.
Action
Get listReturns one Botdog lead list by id, with its name and lead count.
Action
List campaign leadsReturns the leads in a Botdog campaign, optionally filtered by their campaign status or whether they replied.
Action
List campaignsReturns the campaigns on the connected Botdog team, optionally filtered by status or owner.
Action
List leadsReturns leads across the Botdog team, optionally narrowed to a campaign or list and filtered by reply, unread or skipped state.
Action
List leads in listReturns the leads in a Botdog lead list.
Action
List paused campaign activitiesReturns which activity types — profile visits, invitations, messages and so on — are currently paused for a Botdog campaign.
Action
List snippetsReturns the message snippets visible to the connected Botdog user, both personal and team-shared.
Action
Pause campaign activitiesPauses specific activity types — profile visits, invitations, messages — on a campaign without pausing the whole campaign.
Action
Remove leads from blacklistRemoves leads from a Botdog blacklist, identified by lead id or LinkedIn profile URL.
Action
Remove leads from listRemoves leads from a Botdog lead list, identified by lead id or LinkedIn profile URL.
Action
Resume campaign activitiesResumes specific activity types on a Botdog campaign that were paused individually.
Action
Stop leadStops a lead's campaign sequence so Botdog sends them nothing further. The lead record is kept.
Action
Update campaignUpdates a Botdog campaign's name or schedule. Fields you leave blank keep their current values.
Action
Update leadUpdates a lead's details in Botdog — name, company, status note and custom fields. Fields you leave blank keep their current values.
Action
Update snippetUpdates a Botdog message snippet — its name, body, prompt, shortcut or archived state. Fields you leave blank 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 Botdog, 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 Botdog when something happens in Pipeliner Crm?
Any of Botdog's 30 actions, including Update campaign, Update lead, Update snippet and Add blacklist. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Botdog to Pipeliner Crm?
Botdog has no triggers in the catalog today, so automations start in Pipeliner Crm. If you need the other direction, ask: your agent reads Botdog's API documentation and adds it.
Do I have to build a connector for Pipeliner Crm or Botdog?
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.