Integration
Connect Pipeliner Crm to Dixa
When New account fires in Pipeliner Crm, your agent runs Set Custom Contact Attributes in Dixa. 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 Pipeliner Crm and Dixa 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)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 Dixa
When New account in Pipeliner Crm
then Set Custom Contact Attributes in Dixa
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 Dixa
Triggers and actions 4 triggers · 52 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 Internal Note
Adds an internal note, visible only to agents, to a Dixa conversation and returns the created note.
- Change Conversation Status
Changes a conversation's status by closing it, reopening it, or putting it into follow-up until a chosen time.
- Create Callback Request
Creates a callback request conversation in Dixa, placing a call-back for an end user into the chosen queue, and returns the new conversation's id.
- Create Conversation
Creates a new Dixa conversation on the email, contact form, chat, SMS, WhatsApp or callback channel and returns its ID.
- Create User
Creates an end user (contact) in Dixa with their name, contact details and any custom contact attributes, and returns the new end user.
- Get Anonymization Status
Returns the status of an anonymization request submitted earlier for a user, conversation or message, including when it was initiated and when it was processed.
- Get Conversation by Id
Returns a single Dixa conversation by its id, including its channel, state, assignment, queue and custom attributes.
- Get Conversation Rating
Returns the latest rating statuses and scores for a conversation, with one entry for each question of the survey.
- Get Conversation Tags
Returns the tags applied to a conversation, including each tag's name, color and state.
- Get Messages in Conversation
Returns all messages in a Dixa conversation, sorted from oldest to newest.
- Get Queue by Id
Returns a Dixa queue by its id, including its name, offering settings, thresholds and the channels that use it. An error occurs if the queue is not found.
- Get User by Id
Returns one Dixa end user (contact) by id, including their name, email addresses, phone numbers, external id and custom attribute values.
- Remove Tag From Conversation
Removes a tag from a Dixa conversation. Active and inactive tags can both be removed.
- Search Conversation
Returns the conversations that contain the specified text, match the specified filters, or both, with snippets showing where the text was found.
- Search Conversations by User
Returns the conversations requested by a specific end user.
- Search Enduser by External ID
Returns the end users whose external ID matches the value you provide.
- Search User by Email Address
Returns the Dixa end users whose email address matches the one you provide.
- Search User by Phone Number
Returns the Dixa end users whose phone number matches the one you specify.
- Set Custom Contact Attributes
Sets custom attribute values on an end user in Dixa and returns the attributes that were updated.
- Set Custom Conversation Attributes
Sets the values of custom attributes on a conversation and returns the conversation's updated custom attributes.
- Tag Conversation
Adds an existing active tag to a conversation.
- Transfer Conversation to Queue
Transfers a conversation to the queue you choose, optionally on behalf of a specific agent, admin or AI agent.
- Update End User
Updates an end user's name, contact details, avatar, external ID and custom contact attributes in Dixa. Only the fields you fill in are changed.
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 Dixa, 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 Dixa when something happens in Pipeliner Crm?
Any of Dixa's 23 actions, including Create Callback Request, Create Conversation, Create User and Update End User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Dixa to Pipeliner Crm?
Dixa has no triggers in the catalog today, so automations start in Pipeliner Crm. If you need the other direction, ask: your agent reads Dixa's API documentation and adds it.
Do I have to build a connector for Pipeliner Crm or Dixa?
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 Pipeliner Crm and Dixa 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.