Integration
Connect Pipeliner Crm to Frase
When something happens in Pipeliner Crm, your agent does the next thing in Frase. 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 Frase 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 Frase
When New account in Pipeliner Crm
then Add brief in Frase
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 Frase
Triggers and actions 4 triggers · 45 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 brief
Creates a Frase content brief from a completed research session. The brief is created with a pending status and its outline is generated in the background; if a brief already exists for the research session, that brief is returned instead.
- Add topic cluster
Creates a topic cluster in Frase, either org-wide or scoped to one of your sites.
- Add tracked prompt
Add a new prompt for Frase to track for AI visibility across AI answer engines.
- Analyze SERP
Analyzes the Google search results for a keyword, returning organic results, the AI Overview and its sources, People Also Ask questions, and related searches.
- Delete content
Moves a content article to the trash in Frase (soft delete). Trashed content can be restored later.
- Generate content
Starts generating an article from an existing Frase brief. Generation runs in the background; the returned content id can be used to check its progress.
- Get audit
Retrieve a site audit's details and summary, optionally including the audited pages.
- Get brief
Retrieve a Frase brief by its ID, including its outline sections.
- Get content
Retrieve a specific Frase content article by its ID, including its body, metadata, and SEO/GEO/E-E-A-T scores.
- Get research
Retrieve a specific Frase research session by its ID, including its status, summary, findings, sources and type-specific research data.
- List sites
Lists the websites associated with your Frase organization.
- List topic clusters
Lists the organization's topic clusters, optionally limited to one site.
- Start audit
Start a new site audit on one of your Frase sites.
- Start research
Start AI-powered research on a topic in Frase. Research runs asynchronously; the returned research id can be used to check progress and read the results.
- Update brief
Update a Frase brief's metadata (topic, keywords, content type, intent, word count, tone, audience, guardrails) and/or replace its outline.
- Update content
Updates a Frase content article's title, body, status, SEO metadata, or target keywords. Fields left blank are not 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 Frase, 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 Frase when something happens in Pipeliner Crm?
Any of Frase's 16 actions, including Update brief, Update content, Add brief and Add topic cluster. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Frase to Pipeliner Crm?
Frase has no triggers in the catalog today, so automations start in Pipeliner Crm. If you need the other direction, ask: your agent reads Frase's API documentation and adds it.
Do I have to build a connector for Pipeliner Crm or Frase?
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.