Integration
Connect Pipeliner Crm to EyeLevel.ai
When something happens in Pipeliner Crm, your agent does the next thing in EyeLevel.ai. 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 EyeLevel.ai 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 can start in EyeLevel.ai
When New account in Pipeliner Crm
then Add bucket in EyeLevel.ai
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 EyeLevel.ai
Triggers and actions 4 triggers · 55 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 bucket
Create a new bucket to hold documents.
- Add bucket to group
Adds an existing bucket to an existing group. Buckets and groups can be associated many to many.
- Add document
Uploads a file into an EyeLevel (GroundX) bucket for ingestion. Returns the ingest process id and its status; ingestion continues asynchronously.
- Add group
Create a new group (collection of buckets).
- Add remote document
Ingest a document hosted at a public URL into a GroundX bucket.
- Crawl website
Crawl a website and ingest its pages as documents into a bucket.
- Delete bucket
Delete a bucket.
- Delete document
Deletes a single document from GroundX.
- Delete group
Deletes a group in GroundX by its group ID.
- Find content by query
Semantic search over ingested content chunks within a bucket/group for relevant passages.
- Find documents by ID
Returns up to 20 documents associated with the specified process, bucket, or group ID.
- Find documents by query
Searches the given documents for the content most relevant to a query, returning suggested LLM context and the matching chunks.
- Get bucket
Retrieve a single bucket by ID.
- Get customer
Get the EyeLevel (GroundX) account information associated with the connected API key, including subscription usage and limits.
- Get customer usage
Get the total searches or file tokens used by the account over a time period.
- Get document
Look up an existing GroundX document by its ID.
- Get document extract
Look up the information GroundX extract has pulled from an existing document.
- Get document processing status
Get the ingestion/processing status of a document by process ID.
- Get document X-Ray
Retrieve the X-Ray (deep semantic parse) result for a document.
- Get group
Retrieve a single group by ID.
- List buckets
Lists the content buckets in your GroundX account.
- List groups
List all groups in your GroundX account (up to 100 per call).
- Remove bucket from group
Removes a bucket from a group without affecting the bucket's other group associations.
- Update bucket
Rename an existing content bucket.
- Update document
Update a document's metadata (e.g. searchData, fileName).
- Update group
Rename an existing group.
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 EyeLevel.ai, 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 EyeLevel.ai when something happens in Pipeliner Crm?
Any of EyeLevel.ai's 26 actions, including Update bucket, Update document, Update group and Add bucket. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from EyeLevel.ai to Pipeliner Crm?
EyeLevel.ai has no triggers in the catalog today, so automations start in Pipeliner Crm. If you need the other direction, ask: your agent reads EyeLevel.ai's API documentation and adds it.
Do I have to build a connector for Pipeliner Crm or EyeLevel.ai?
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.