Integration
Connect Pipeliner Crm and DialMyCalls
When something happens in Pipeliner Crm or DialMyCalls, your agent does the next thing in the other. 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 DialMyCalls 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 and DialMyCalls can do together
From Pipeliner Crm to DialMyCalls
When New account in Pipeliner Crm
then Add a Contact in DialMyCalls
From DialMyCalls to Pipeliner Crm
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 DialMyCalls
Triggers and actions 6 triggers ยท 50 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
- List Incoming Texts
Triggers when a new text message comes in to your DialMyCalls number.
- New Contact
Triggered when a new contact is added to your DialMyCalls address book.
- Add a Contact
Adds a contact to your DialMyCalls account, optionally placing them in one or more groups.
- Add a Group
Creates a new contact group in your DialMyCalls account.
- Add a Recording (From Phone Call)
Creates a recording by having DialMyCalls call a phone number so the person can record the message over the phone.
- Add a Recording (From URL)
Creates a recording in DialMyCalls from an MP3 or WAV sound file at a web address you supply.
- Add a Recording (Text-to-Speech)
Creates a recording in DialMyCalls by turning text you supply into a spoken message, in the voice and language you choose.
- Delete a Contact
Deletes a contact from your DialMyCalls account.
- Delete a Group
Deletes a contact group from your DialMyCalls account.
- Delete a Recording
Deletes a recording from your DialMyCalls account.
- Get a Contact
Returns one contact from your DialMyCalls address book, including their name, phone number, email and the groups they belong to.
- Get a Group
Returns one contact group from your DialMyCalls account, including its name and how many contacts are in it.
- Get an Incoming Text
Returns one text message that came in to your DialMyCalls number, including who it came from and the message body.
- Get a Recording
Returns one recording from your DialMyCalls account, including its name, length and the web address of its sound file.
- List Call Broadcasts
Returns all the call broadcasts in your DialMyCalls account.
- List Caller IDs
Returns all the caller IDs on your DialMyCalls account, including whether each one has been verified.
- List Contacts
Returns all the contacts in your DialMyCalls address book, with their names, phone numbers and email addresses.
- List Groups
Returns all the contact groups in your DialMyCalls account, with each group's name and contact count.
- List Recordings
Returns all the recordings in your DialMyCalls account, with each recording's name, length and sound file address.
- List Text Broadcasts
Returns all the text broadcasts in your DialMyCalls account, with each one's message, recipient count and send time.
- Update a Contact
Updates a contact in your DialMyCalls address book. Fields you leave blank are left as they are.
- Update a Group
Renames a contact group in your DialMyCalls account.
- Update a Recording
Renames a recording in your DialMyCalls account.
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 DialMyCalls, 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 DialMyCalls when something happens in Pipeliner Crm?
Any of DialMyCalls's 21 actions, including Update a Contact, Update a Group, Update a Recording and Add a Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from DialMyCalls to Pipeliner Crm?
Yes. When something happens in DialMyCalls, your agent can act in Pipeliner Crm too. This page covers both directions: DialMyCalls's triggers and Pipeliner Crm's actions are listed here as well.
Do I have to build a connector for Pipeliner Crm or DialMyCalls?
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.