--- title: "Connect Pipeliner Crm to Draftable - APIANT.ai" description: "When \"New account\" fires in Pipeliner Crm, your agent runs \"Export comparison as PDF\" in Draftable." canonical: "https://apiant.ai/connect/pipeliner-crm-to-draftable" --- # Connect Pipeliner Crm to Draftable When **New account** fires in [Pipeliner Crm](https://apiant.ai/connections/pipeliner-crm), your agent runs **Export comparison as PDF** in [Draftable](https://apiant.ai/connections/draftable). Describe the whole flow and it is built, tested on every scenario and kept running. Pipeliner Crm **4** triggers Pipeliner Crm **29** actions Draftable **3** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Pipeliner Crm and Draftable to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Pipeliner Crm can start in Draftable - When **New account** in Pipeliner Crm then **Export comparison as PDF** in Draftable - When **New contact** in Pipeliner Crm then **List comparisons** in Draftable 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 Draftable ## Triggers and actions 4 triggers · 32 actions - Trigger **New account** Fires when a new Account is created, via Coevera/Pipeliner webhooks (real-time updates) on the Accounts entity. - Trigger **New contact** Fires when a new Contact is created, via Coevera/Pipeliner webhooks (real-time updates) on the Contacts entity. - Trigger **New lead** Fires when a new Lead is created, via Coevera/Pipeliner webhooks (real-time updates) on the Leads entity. - Trigger **New opportunity** Fires when a new Opportunity is created, via Coevera/Pipeliner webhooks (real-time updates) on the Opportunities entity. - Action **Add account** Adds a new account - Action **Add appointment** Create an Appointment record. - Action **Add contact** Create a Contact record. - Action **Add lead** Adds a new lead - Action **Add opportunity** Adds a new opportunity in Pipeliner CRM, including any custom opportunity fields defined in your space. - Action **Add product** Adds a new product - Action **Add task** Create a Task (Activity) record. - Action **Delete account** Deletes an account in Pipeliner CRM by its ID. - Action **Delete contact** Deletes a contact in Pipeliner CRM by its ID. - Action **Delete lead** Deletes a lead from Pipeliner CRM by its ID. - Action **Delete opportunity** Deletes an opportunity in Pipeliner CRM by its ID. - Action **Find contacts** Returns up to 100 contacts whose chosen field matches the specified value. - Action **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). - Action **Get account** Returns a single Pipeliner CRM account by its id, including custom field values. - Action **Get contact** Retrieve a single Contact by id. - Action **Get lead** Retrieves a single lead from Pipeliner CRM by its id, including the lead's custom fields. - Action **Get opportunity** Retrieves a single opportunity by its id, including any custom field values defined on opportunities in the account. - Action **List accounts** List/search Account records. - Action **List appointments** List Appointment records. - Action **List contacts** Returns the contacts in the Pipeliner CRM space, optionally filtered by one field and sorted. - Action **List leads** Lists leads in the Pipeliner CRM space, optionally filtered, sorted and expanded. Returns up to 100 leads. - Action **List opportunities** Returns all opportunities in the Pipeliner CRM space, optionally filtered, sorted and expanded. - Action **List products** Returns up to 100 products from the Pipeliner CRM space, optionally filtered by name or SKU. - Action **List tasks** List Task (Activity) records. - Action **Update account** Updates an existing account by ID, including any custom account fields. - Action **Update contact** Updates an existing contact in Pipeliner CRM by ID. Only the fields you fill in are changed. - Action **Update lead** Updates an existing lead by ID - Action **Update opportunity** Updates an existing opportunity by ID - Action **Update task** Updates an existing task by ID - Action **Delete comparison** Deletes a Draftable comparison by its identifier. - Action **Export comparison as PDF** Starts a PDF export of a Draftable comparison and returns the export record. Poll Get export with the returned id until it is ready to get the download URL. - Action **List comparisons** Returns all document comparisons in your Draftable account, with their files, status and timestamps. ## Each app on its own - [ **Pipeliner Crm** Visual sales pipeline CRM for managing deals, contacts, and sales workflow automation.](https://apiant.ai/connections/pipeliner-crm) - [ **Draftable** Document comparison software that generates redlines showing changes between two versions of a Word, PDF, or...](https://apiant.ai/connections/draftable) Reviews ## What our customers say ## More from Pipeliner Crm - [ **Pipeliner Crm to Ipbase** REST API for IP geolocation, ASN lookup, and reverse-IP domain lookup, including bot and proxy threat...](https://apiant.ai/connect/pipeliner-crm-to-ipbase) - [ **Pipeliner Crm to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pipeliner-crm-to-salesforce) - [ **Pipeliner Crm to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/pipeliner-crm-to-mailchimp) - [ **Pipeliner Crm to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/pipeliner-crm-to-stripe) - [ **Pipeliner Crm to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/pipeliner-crm-to-shopify) - [ **Pipeliner Crm to ActiveCampaign** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/pipeliner-crm-to-activecampaign) ## More into Draftable - [ **HubSpot to Draftable** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-draftable) - [ **Salesforce to Draftable** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-draftable) - [ **Slack to Draftable** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-draftable) - [ **Google Sheets to Draftable** Google Sheets](https://apiant.ai/connect/google-sheets-to-draftable) - [ **Gmail to Draftable** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-draftable) - [ **Google Calendar to Draftable** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-draftable) Questions ## Pipeliner Crm and Draftable, 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 Draftable when something happens in Pipeliner Crm? Any of Draftable's 3 actions, including Export comparison as PDF, List comparisons and Delete comparison. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Draftable to Pipeliner Crm? Draftable has no triggers in the catalog today, so automations start in Pipeliner Crm. If you need the other direction, ask: your agent reads Draftable's API documentation and adds it. ### ### Do I have to build a connector for Pipeliner Crm or Draftable? 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 Draftable 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.