--- title: "Connect Pipeliner Crm to Duda - APIANT.ai" description: "When \"New account\" fires in Pipeliner Crm, your agent runs \"Update account\" in Duda." canonical: "https://apiant.ai/connect/pipeliner-crm-to-duda" --- # Connect Pipeliner Crm to Duda When **New account** fires in [Pipeliner Crm](https://apiant.ai/connections/pipeliner-crm), your agent runs **Update account** in [Duda](https://apiant.ai/connections/duda). Describe the whole flow and it is built, tested on every scenario and kept running. Pipeliner Crm **4** triggers Pipeliner Crm **29** actions Duda **19** 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 Duda 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 Duda - When **New account** in Pipeliner Crm then **Update account** in Duda - When **New contact** in Pipeliner Crm then **Update collection row** in Duda 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 Duda ## Triggers and actions 4 triggers · 48 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 **Create a Blog Post** Creates a blog post on a Duda site's existing blog. The post is added as a draft and must be published before it appears on the live site. - Action **Create a Client** Creates a new client (customer) account in your Duda partner account. Duda does not email the client when the account is created. - Action **Create store product** Creates a product in a site's Duda native store. - Action **Delete account** Permanently deletes a Duda customer or staff account. - Action **Delete blog post** Deletes a blog post from a Duda site's blog. - Action **Delete site** Permanently deletes a Duda site and cancels its subscriptions. - Action **Get account** Returns the details of a Duda customer or staff account, such as its name, email, type, language and status. - Action **Get blog post** Returns one blog post from a Duda site, including its title, author, status, tags, images and publish dates. - Action **Get site** Returns the details of a Duda site, including its domains, publish status, business info and SEO settings. - Action **List blog posts** Returns the blog posts on a Duda site, with each post's title, author, status, path, tags, images and dates. - Action **List orders** Returns the orders placed in a site's native eCommerce store, optionally filtered by creation date and sorted. - Action **List sites** Returns the sites in your Duda account, optionally filtered by label, publish status, creation date or last published date, and sorted. - Action **Publish blog post** Publishes a draft blog post on a Duda site so it appears on the live site. - Action **Publish site** Publishes a Duda site so it goes live, and starts its subscription. - Action **Update account** Updates an existing Duda customer or staff account's name details, email, company, language and access status. The account's name and type can't be changed. - Action **Update blog post** Updates an existing blog post on a Duda site, changing only the details you fill in, such as its title, description, author, images, tags, URL path, SEO settings or publish dates. - Action **Update collection row** Updates the fields you supply on an existing row of a site's collection; fields you leave out keep their current values. - Action **Update Content Library** Updates the business information, primary location, images and texts in a Duda site's content library. Only the parts you send change; publish the content library to put the changes on the live site. - Action **Update site** Updates the properties of an existing Duda site, such as its domain, language, SEO settings, labels, tracking IDs and editor type. Only the fields you fill in are changed. ## 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) - [ **Duda** Duda is a website builder platform for web professionals and digital marketing agencies.](https://apiant.ai/connections/duda) 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 Duda - [ **HubSpot to Duda** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-duda) - [ **Salesforce to Duda** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-duda) - [ **Slack to Duda** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-duda) - [ **Google Sheets to Duda** Google Sheets](https://apiant.ai/connect/google-sheets-to-duda) - [ **Gmail to Duda** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-duda) - [ **Google Calendar to Duda** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-duda) Questions ## Pipeliner Crm and Duda, 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 Duda when something happens in Pipeliner Crm? Any of Duda's 19 actions, including Create a Blog Post, Create a Client, Create store product and Update account. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Duda to Pipeliner Crm? Duda has no triggers in the catalog today, so automations start in Pipeliner Crm. If you need the other direction, ask: your agent reads Duda's API documentation and adds it. ### ### Do I have to build a connector for Pipeliner Crm or Duda? 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 Duda 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.