Integration
Connect Pipeliner Crm to Drop Cowboy
When New account fires in Pipeliner Crm, your agent runs Add note to contact in Drop Cowboy. 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 Drop Cowboy 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 Drop Cowboy
When New account in Pipeliner Crm
then Add note to contact in Drop Cowboy
When New contact in Pipeliner Crm
then Add tag to contact in Drop Cowboy
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 Drop Cowboy
Triggers and actions 4 triggers · 53 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 listCreates a new, empty contact list in your Drop Cowboy account.
Action
Add note to contactAdds a note to a Drop Cowboy contact. The note can contain basic HTML.
Action
Add number to do-not-contact listAdds a phone number (and optionally an email) to the Drop Cowboy do-not-contact list and flags matching contacts as do-not-contact.
Action
Add tagCreates a new tag in your Drop Cowboy account that you can then apply to contacts.
Action
Add tag to contactAdds an existing tag to a contact and returns the contact's tags after the change.
Action
Add taskOpens a new task for a contact in the Drop Cowboy shared inbox. New tasks start open and unread.
Action
Delete contactDeletes a contact. Returns the deleted contact with its deletion time set.
Action
Delete number from do-not-contact listRemoves a phone number from the do-not-contact list, clears the do-not-contact flag on matching contacts, and returns the entry that was removed.
Action
Find contacts by phone or emailFinds contacts whose phone number or email exactly matches the value you provide.
Action
Find numbers on do-not-contact listChecks phone numbers or email addresses against the do-not-contact list and returns which of them are listed, with the matching entries.
Action
Find or add contactFinds a contact by phone number (then email), or creates it if none matches, and returns its contact ID. Optionally adds the contact to a list.
Action
Get balanceReturns your Drop Cowboy account balance in US dollars, including the amount reserved for sends in flight, the spendable amount, and your auto-recharge settings.
Action
Get campaign statisticsReturns delivery totals for one campaign: sent, delivered, failed, pending and billable counts with their rates, plus email engagement counts for email campaigns.
Action
Get contactReturns one contact by id, including its field values, phone numbers, lists, tags, pinned notes, consent and do-not-contact flags. Fails if no contact has that id.
Action
List campaignsReturns the campaigns on your Drop Cowboy account, optionally narrowed by name, status or type.
Action
List contactsReturns the contacts on your account, optionally narrowed by list, search text, disposition, owner or brand.
Action
List listsReturns the contact lists in your Drop Cowboy account, each with its name, brand, owner and contact count. You can filter by name or brand and choose the sort order.
Action
List media filesReturns the playable media files on your Drop Cowboy account, newest first, including whether each is approved for API sends.
Action
Send AI callPlaces one outbound call handled by a published AI agent to a phone number or contact. The call is queued and its outcome is reported later by Drop Cowboy.
Action
Send emailSends an email from one of your Drop Cowboy sending mailboxes to an email address or an existing contact.
Action
Send Mimic AI™ VoicemailSends a ringless voicemail spoken from your text in a Mimic AI™ (text-to-speech or cloned) voice, to a phone number or an existing contact.
Action
Send SMSSends a text message (SMS, MMS with media, or RCS with a template) to a phone number or an existing contact. The send is queued; its outcome arrives later on status webhooks.
Action
Send voice broadcastQueues a Press-1 voice broadcast call to one phone number or contact, playing one message to a live person and another to an answering machine. The outcome arrives later on the status webhook.
Action
Send VoicemailQueues a ringless voicemail to a phone number or contact, using an uploaded audio file or text to speech. Returns the queued message id; the delivery result arrives later on the status webhook.
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
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Questions
Pipeliner Crm and Drop Cowboy, 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 Drop Cowboy when something happens in Pipeliner Crm?
Any of Drop Cowboy's 24 actions, including Send AI call, Send email, Send Mimic AI™ Voicemail and Send SMS. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Drop Cowboy to Pipeliner Crm?
Drop Cowboy has no triggers in the catalog today, so automations start in Pipeliner Crm. If you need the other direction, ask: your agent reads Drop Cowboy's API documentation and adds it.
Do I have to build a connector for Pipeliner Crm or Drop Cowboy?
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 Drop Cowboy 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.