Integration
Connect Pipeliner Crm and Mailchimp
When something happens in Pipeliner Crm or Mailchimp, your agent does the next thing in the other. 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 Mailchimp 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 and Mailchimp can do together
From Pipeliner Crm to Mailchimp
When New account in Pipeliner Crm
then Add Campaign Feedback in Mailchimp
When New contact in Pipeliner Crm
then Add Cart Line Item in Mailchimp
From Mailchimp to Pipeliner Crm
When Member Email Changed (instant) in Mailchimp
then Add account in Pipeliner Crm
When Member Profile Updated (instant) in Mailchimp
then Add appointment in Pipeliner Crm
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 Mailchimp
Triggers and actions 9 triggers · 194 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
Trigger
Campaign Sent (instant)Fires instantly when a campaign finishes sending.
Trigger
Member Cleaned (instant)Fires instantly when a member's email is marked cleaned (bounced or invalid).
Trigger
Member Email Changed (instant)Fires instantly when a member's email address changes.
Trigger
Member Profile Updated (instant)Fires instantly when a member's profile fields are updated.
Trigger
New listTriggers when a new audience (list) is created. Polling; deduped by list id.
Action
Add Campaign FeedbackAdd a feedback comment to a campaign.
Action
Add Cart Line ItemAdd a line item to a cart.
Action
Add FileUpload a new file to the File Manager.
Action
Add Interest in CategoryAdd a new interest to an interest category.
Action
Add Member EventRecord a custom event against a member.
Action
Add Member NoteAdd a note to a member.
Action
Add Member to SegmentAdd a single member to a static segment.
Action
Add Order Line ItemAdd a line item to an order.
Action
Add or Update CustomerCreate a customer or update it if one with the same ID already exists.
Action
Add or update memberAdds or updates a member in the specified audience. Upserts by email; sets status (subscribed by default).
Action
Add or Update OrderCreate an order or update it if one with the same ID already exists.
Action
Add or Update Product VariantCreate a product variant or update it if one with the same ID already exists.
Action
Add Product ImageAdd a new image to a product.
Action
Add Product VariantAdd a new variant to a product.
Action
Add tag to memberAdds a tag to the specified member in the specified audience. Creates the tag if it does not exist.
Action
Archive Audience MemberArchive a member, removing them from the audience while retaining history.
Action
Archive Classic AutomationArchive a classic Automation workflow.
Action
Batch Add or Remove Segment MembersAdd or remove a batch of members from a static segment in one call.
Action
Batch Subscribe or Unsubscribe Audience MembersSubscribe or unsubscribe a batch of members on an audience in one call.
Action
Create audienceCreates a new audience (list).
Action
Create CampaignCreate a new campaign.
Action
Create CartCreate a new shopping cart for a store.
Action
Create Classic AutomationStart a new classic Automation workflow.
Action
Create CustomerCreate a new customer for a store.
Action
Create Interest CategoryCreate a new interest category (group) on an audience.
Action
Create Landing PageCreates a landing page in Mailchimp from a landing-page template, tied to an audience. Note: if the template type and template id disagree, Mailchimp reports an error but still leaves a stray draft landing page behind.
Action
Create merge fieldCreates a new merge field for the specified audience.
Action
Create OrderCreate a new order for a store.
Action
Create or Update ProductCreate a product or update it if one with the same ID already exists.
Action
Create ProductCreate a new product in a store's catalog.
Action
Create Promo CodeCreate a new promo code under a promo rule.
Action
Create Promo RuleCreate a new promo rule for a store.
Action
Create Segment by ConditionsCreate a dynamic segment on an audience defined by match conditions.
Action
Create static segment for audienceCreates a new static segment (tag-like) for the specified audience.
Action
Create StoreConnect a new e-commerce store.
Action
Create TemplateCreate a new template.
Action
Delete AudienceDelete an audience.
Action
Delete CampaignDelete a campaign.
Action
Delete CartDelete a cart.
Action
Delete Cart Line ItemDelete a line item from a cart.
Action
Delete CustomerDelete a customer from a store.
Action
Delete FileDelete a stored file from the File Manager.
Action
Delete InterestDelete an interest from a category.
Action
Delete Interest CategoryDelete an interest category from an audience.
Action
Delete Landing PageDelete a landing page.
Action
Delete Member NoteDelete a note from a member.
Action
Delete Merge FieldDelete a merge field from an audience.
Action
Delete OrderDelete an order from a store.
Action
Delete Order Line ItemDelete a line item from an order.
Action
Delete ProductDelete a product from a store's catalog.
Action
Delete Product ImageDelete an image from a product.
Action
Delete Product VariantDelete a variant from a product.
Action
Delete Promo CodeDelete a promo code.
Action
Delete Promo RuleDelete a promo rule from a store.
Action
Delete SegmentDelete a segment from an audience.
Action
Delete StoreDelete a store.
Action
Delete TemplateDelete a template.
Action
Get AudienceRetrieve details about a single audience by ID.
Action
Get Audience MemberRetrieve details about a single audience member.
Action
Get audiencesReturns all audiences (lists) with id and name.
Action
Get Automation EmailRetrieve details about a single Automation workflow email.
Action
Get CampaignRetrieve settings and info for a single campaign.
Action
Get Campaign AdviceRetrieve advice and feedback tips for a sent campaign.
Action
Get Campaign ContentRetrieve the HTML and plain-text content of a campaign.
Action
Get Campaign Domain PerformanceRetrieve delivery and engagement stats broken down by recipient email domain.
Action
Get Campaign Ecommerce Product Activity ReportRetrieve product purchase activity generated by a campaign.
Action
Get Campaign ReportRetrieve the performance report for a single campaign.
Action
Get Campaign Send ChecklistRetrieve the pre-send readiness checklist for a campaign.
Action
Get CartRetrieve details about a single cart.
Action
Get Classic AutomationRetrieve details about a single classic Automation workflow.
Action
Get CustomerRetrieve details about a single customer.
Action
Get FileRetrieve details about a single stored file.
Action
Get Interest CategoryRetrieve details about a single interest category.
Action
Get interest groups for audienceReturns the interest categories (groups) and their interests for the specified audience.
Action
Get Landing PageRetrieve details about a single landing page.
Action
Get Landing Page ContentRetrieve the HTML content of a landing page.
Action
Get Landing Page ReportRetrieve the performance report for a single landing page.
Action
Get Member Activity FeedRetrieve the recent activity feed for a member (opens, clicks, purchases, and more).
Action
Get members in audienceReturns members in the specified audience, optionally filtered by status.
Action
Get Merge FieldRetrieve details about a single merge field.
Action
Get OrderRetrieve details about a single order.
Action
Get ProductRetrieve details about a single product.
Action
Get SegmentRetrieve details about a single segment.
Action
Get segments for audienceReturns the id and name of all segments for the specified audience.
Action
Get StoreRetrieve details about a single store.
Action
Get TemplateRetrieve details about a single template.
Action
Get Template Default ContentRetrieve the default content sections of a template.
Action
List Account OrdersList e-commerce orders across all stores connected to the account.
Action
List Audience Abuse ReportsList abuse complaint reports for an audience.
Action
List Audience Growth HistoryList monthly growth history for an audience.
Action
List Audience Recent ActivityList the most recent daily activity stats for an audience.
Action
List Automation EmailsList all emails that belong to a classic Automation workflow.
Action
List Campaign Click DetailsList click activity for the links in a campaign.
Action
List Campaign Email ActivityList subscriber-level email activity (opens, clicks, bounces) for a campaign.
Action
List Campaign FeedbackList feedback and comments left on a campaign.
Action
List Campaign Open DetailsList individual open activity for a sent campaign.
Action
List Campaign RecipientsList the members a campaign was sent to.
Action
List Campaign ReportsList performance reports for all sent campaigns.
Action
List CampaignsList all campaigns in the account.
Action
List Campaign UnsubscribesList members who unsubscribed as a result of a campaign.
Action
List Cart Line ItemsList the line items in a cart.
Action
List CartsList shopping carts for a store.
Action
List Classic AutomationsList all classic Automation workflows in the account.
Action
List ConversationsList email conversations from replies to campaigns.
Action
List CustomersList customers for a store.
Action
List FilesList files stored in the File Manager.
Action
List Interests in CategoryList the interests within an interest category.
Action
List Landing Page ReportsList performance reports for all landing pages.
Action
List Landing PagesList landing pages in the account.
Action
List Member EventsList custom events recorded for a member.
Action
List Member Goal EventsList goal events recorded for a member.
Action
List Member NotesList notes recorded on a member.
Action
List Member TagsList the tags applied to a member.
Action
List Merge FieldsList the merge fields defined on an audience.
Action
List Order Line ItemsList the line items on an order.
Action
List Product ImagesList images attached to a product.
Action
List ProductsList products in a store's catalog.
Action
List Product VariantsList variants of a product.
Action
List Promo CodesList promo codes under a promo rule.
Action
List Promo RulesList promo rules for a store.
Action
List Segment MembersList the members belonging to a segment.
Action
List SMS CampaignsList SMS campaigns in the account.
Action
List Store OrdersList orders placed in a store.
Action
List StoresList e-commerce stores connected to the account.
Action
List Subscribers Removed from AutomationList subscribers that were removed from a classic Automation workflow.
Action
List Survey ReportsList performance reports for all surveys.
Action
List SurveysList surveys created for an audience.
Action
List TemplatesList templates in the account.
Action
Pause RSS CampaignPause an RSS-driven campaign.
Action
Permanently Delete Audience MemberPermanently erase a member's data from an audience (GDPR-style forget).
Action
Publish Landing PagePublish a landing page, making it live.
Action
Remove member from audienceArchives (removes) a member from the specified audience by email.
Action
Remove Member from SegmentRemove a single member from a static segment.
Action
Remove tag from memberRemoves the specified tag from the specified member in the audience.
Action
Replicate CampaignCreate a copy of an existing campaign.
Action
Resend Campaign to Non-OpenersCreate a resend of a campaign targeted at people who didn't open it.
Action
Resume RSS CampaignResume a paused RSS-driven campaign.
Action
Schedule CampaignSchedule a campaign to send at a future time.
Action
Search Audience TagsSearch for member tags on an audience by name.
Action
Search CampaignsSearch across campaigns by content or metadata.
Action
Search MembersSearch for members across audiences by email or name.
Action
Send CampaignSend a campaign immediately.
Action
Send Test Campaign EmailSend a test copy of a campaign to specified recipients.
Action
Set Campaign ContentSet the HTML and plain-text content of a campaign.
Action
Unpublish Landing PageUnpublish a landing page, taking it offline.
Action
Unschedule CampaignCancel a campaign's scheduled send time.
Action
Unsubscribe memberSets a member's status to unsubscribed in the specified audience (by email).
Action
Update AudienceUpdate settings for an audience.
Action
Update Automation EmailUpdate settings for an Automation workflow email.
Action
Update Campaign SettingsUpdate settings for an existing campaign.
Action
Update CartUpdate a cart's details.
Action
Update Cart Line ItemUpdate a line item in a cart.
Action
Update FileUpdate the name or folder of a stored file.
Action
Update InterestUpdate an interest's name or display order.
Action
Update Interest CategoryUpdate an interest category's title or display type.
Action
Update Landing PageUpdate a landing page's settings.
Action
Update Member NoteUpdate an existing note on a member.
Action
Update Merge FieldUpdate a merge field's settings.
Action
Update Order Line ItemUpdate a line item on an order.
Action
Update Product ImageUpdate a product image's settings.
Action
Update Promo CodeUpdate a promo code's settings.
Action
Update Promo RuleUpdate a promo rule's settings.
Action
Update SegmentUpdate a segment's name or match conditions.
Action
Update StoreUpdate a store's settings.
Action
Update TemplateUpdate a template's name or content.
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 Mailchimp, 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 Mailchimp when something happens in Pipeliner Crm?
Any of Mailchimp's 165 actions, including Create audience, Create Campaign, Create Cart and Create Classic Automation. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Mailchimp to Pipeliner Crm?
Yes. When something happens in Mailchimp, your agent can act in Pipeliner Crm too. This page covers both directions: Mailchimp's triggers and Pipeliner Crm's actions are listed here as well.
Do I have to build a connector for Pipeliner Crm or Mailchimp?
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.