--- title: "Connect Pipeliner Crm to Manatal - APIANT.ai" description: "When \"New account\" fires in Pipeliner Crm, your agent runs \"Create Contact\" in Manatal." canonical: "https://apiant.ai/connect/pipeliner-crm-to-manatal" --- # Connect Pipeliner Crm to Manatal When **New account** fires in [Pipeliner Crm](https://apiant.ai/connections/pipeliner-crm), your agent runs **Create Contact** in [Manatal](https://apiant.ai/connections/manatal). Describe the whole flow and it is built, tested on every scenario and kept running. Pipeliner Crm **4** triggers Pipeliner Crm **29** actions Manatal **66** 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 Manatal 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 Manatal - When **New account** in Pipeliner Crm then **Create Contact** in Manatal - When **New contact** in Pipeliner Crm then **Create Contact Attachment** in Manatal 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 Manatal ## Triggers and actions 4 triggers · 95 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 Candidate** Creates a new candidate in Manatal and returns the created candidate record. - Action **Create a Job** Creates a new job in Manatal, assigned to an organization. - Action **Create Candidate Attachment** Adds an attachment to a candidate in Manatal from a file URL, and returns the attachment that was created. - Action **Create Candidate Note** Adds a note to a candidate in Manatal and returns the created note. - Action **Create Candidate Resume** Uploads a resume file to a candidate in Manatal from a file link. - Action **Create Candidate Social Media** Adds a social media profile to a candidate and returns the created profile. - Action **Create Contact** Creates a contact in Manatal, linked to an organization. - Action **Create Contact Attachment** Adds a file attachment to a contact, using a link to the file, and returns the new attachment. - Action **Create Contact Note** Adds a note to a contact in Manatal. - Action **Create Job Attachment** Adds a file attachment to a job, given a link to the file, and returns the created attachment. - Action **Create Job Note** Creates a note on a job in Manatal and returns the new note. - Action **Create Match** Adds a candidate to a job in Manatal, creating a match between them. - Action **Create Match Attachment** Adds an attachment, given by a link to the file, to a match between a candidate and a job, and returns the created attachment. - Action **Create Match Note** Adds a note to a match, the link between a candidate and a job, and returns the created note. - Action **Create Organization** Creates a new organization (client company) in Manatal. - Action **Create Organization Attachment** Adds a file attachment, given by a link to the file, to an organization in Manatal and returns the created attachment. - Action **Create Organization Note** Creates a note on an organization in Manatal. - Action **Get Candidate** Returns a candidate by id, including their contact details, source, skills, tags, industries and custom field values. - Action **Get Candidate Attachment** Returns one attachment on a candidate, including its name, description and file link. - Action **Get Candidate Note** Returns a single note on a candidate, including its text, author and creation time. - Action **Get Candidate Social Media** Returns one social media profile saved on a candidate, including its network, web address, username and enrichment state. An error occurs if the profile is not found. - Action **Get Contact** Returns a contact by its id, including the organization it belongs to and its custom field values. - Action **Get Contact Attachment** Returns one attachment on a contact, including its name, description and a link to the file. - Action **Get Contact Note** Returns a single note on a contact, including its text, the user who wrote it and when it was created. - Action **Get Job** Returns a job by its id, including its position, status, salary, location and custom field values. - Action **Get Job Attachment** Returns a single attachment on a job, including its name, description and a link to the file. - Action **Get Job Note** Returns a single note on a job, including its text, author and creation time. An error occurs if the note is not found. - Action **Get Match** Returns a match (a candidate's link to a job) by its id, including its pipeline stage, key dates and custom field values. - Action **Get Match Attachment** Returns a single attachment on a match (a candidate's application to a job), including its name, description and file link. - Action **Get Match Note** Returns one note on a match, including its text, author and creation time. - Action **Get Organization** Returns a single organization by its id, including its custom field values. - Action **Get Organization Attachment** Returns one attachment on an organization, including its name, description and a link to the file. - Action **Get Organization Note** Returns one note on an organization, including its text, author and creation time. - Action **Retrieve Candidate Matches List** Returns every job match for a candidate, including each match's job, pipeline stage and key dates. - Action **Retrieve Job Matches List** Returns every candidate match for a job, including each match's pipeline stage and key dates. - Action **Search Candidate Attachments** Returns a candidate's attachments, optionally narrowed to those whose name contains the text you enter. - Action **Search Candidate Notes** Returns a candidate's notes, optionally only those whose text contains the words you enter. - Action **Search Candidate Resume** Returns the resumes on file for a candidate, each with its ID, file link and creation time. - Action **Search Candidate Social Media** Returns a candidate's social media profiles, optionally limited to one social network. - Action **Search Contact Attachments** Returns a contact's attachments, optionally narrowed to those whose name contains the text you enter. - Action **Search Contact Notes** Returns the notes on a contact, optionally only those containing the text you specify. - Action **Search Contacts** Searches your Manatal contacts by name, email, phone, organization or created/updated dates and returns the matching contacts. - Action **Search Job Attachments** Returns the attachments on a job, optionally narrowed to those whose name contains the text you provide. - Action **Search Job Notes** Returns the notes on a job, optionally only those whose text contains the words you specify. - Action **Search Jobs** Returns the jobs that match the search criteria you provide, such as position name, organization, status, location or date ranges. - Action **Search Match Attachments** Returns the attachments on a match (a candidate in a job pipeline), optionally only those whose name contains the text you give. - Action **Search Matches** Returns the matches (candidates linked to jobs) in your Manatal account that meet the filters you set, such as external id, pipeline stage, or hire, submit, interview, offer, drop, create and update dates. - Action **Search Match Notes** Returns the notes on a match, optionally narrowed to those containing the text you specify. - Action **Search Organization Attachments** Returns the attachments on a Manatal organization, optionally narrowed to those whose name contains the text you provide. - Action **Search Organization Notes** Returns the notes on a Manatal organization, optionally only those whose text contains the words you give. - Action **Search Organizations** Searches organizations by name, owner, address, website, external ID or date ranges and returns the matching organizations. - Action **Update Candidate** Updates an existing candidate by id, changing only the details you fill in, and returns the updated candidate. - Action **Update Candidate Attachment** Updates an existing attachment on a candidate, such as its name, file link or description. - Action **Update Candidate Note** Updates the text of an existing note on a candidate and returns the updated note. - Action **Update Contact** Updates an existing contact in Manatal. Only the fields you fill in are changed. - Action **Update Contact Attachment** Updates the name, file link, description or creator of an attachment on a contact and returns the updated attachment. - Action **Update Contact Note** Updates the text of an existing note on a contact and returns the updated note. - Action **Update Job** Updates an existing job in Manatal. Only the fields you fill in are changed. - Action **Update Job Attachment** Updates the name, file link, description or creator of an attachment on a job, and returns the updated attachment. - Action **Update Job Note** Updates the text of an existing note on a job and returns the updated note. - Action **Update Match** Updates an existing match (a candidate's application to a job) in Manatal, such as its owner, pipeline stage, status or key dates. - Action **Update Match Attachment** Updates the name, file link, description or creator of an attachment on a match. - Action **Update Match Note** Updates the text of an existing note on a match and returns the updated note. - Action **Update Organization** Updates an existing organization in Manatal, changing only the details you provide. - Action **Update Organization Attachment** Updates the name, file link, description or creator of an attachment on a Manatal organization and returns the updated attachment. - Action **Update Organization Note** Updates the text of an existing note on an organization in Manatal. ## 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) - [ **Manatal** Manatal is a recruitment software designed for HR, Talent Acquisition, recruiting and headhunting teams.](https://apiant.ai/connections/manatal) 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 Manatal - [ **HubSpot to Manatal** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-manatal) - [ **Salesforce to Manatal** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-manatal) - [ **Slack to Manatal** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-manatal) - [ **Google Sheets to Manatal** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-manatal) - [ **Gmail to Manatal** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-manatal) - [ **Google Calendar to Manatal** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-manatal) Questions ## Pipeliner Crm and Manatal, 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 Manatal when something happens in Pipeliner Crm? Any of Manatal's 66 actions, including Create a Candidate, Create a Job, Create Candidate Attachment and Create Candidate Note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Manatal to Pipeliner Crm? Manatal has no triggers in the catalog today, so automations start in Pipeliner Crm. If you need the other direction, ask: your agent reads Manatal's API documentation and adds it. ### ### Do I have to build a connector for Pipeliner Crm or Manatal? 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 Manatal 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.