Integration
Connect Pipeliner Crm to Markup AI
When something happens in Pipeliner Crm, your agent does the next thing in Markup 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 Markup 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 Markup AI
When New account in Pipeliner Crm
then Add domain in Markup 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 Markup AI
Triggers and actions 4 triggers · 51 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 domain
Create a brand-terms domain.
- Add term
Adds a preferred or prohibited term to a Markup AI term set.
- Add term set
Create a new term set in Markup AI terminology, optionally with initial terms and linked domains.
- Cancel agent workflow
Cancel a running Markup AI agent workflow.
- Delete domain
Deletes a terminology domain.
- Delete term
Delete a term.
- Delete term set
Deletes a term set from your Markup AI terminology.
- Get agent
Get an agent's metadata by its ID.
- Get agent workflow status
Get the status and result of an agent workflow.
- Get style guide
Get a style guide's full configuration, including its goals, goal groups and guidelines.
- Get term
Retrieves a single term from a term set.
- Get term set
Get a brand-terms term set by id.
- List agent categories
List all available agent categories.
- List agents
Lists the Markup AI agents your organization can run, optionally filtered by category.
- List agent workflows
Lists agent workflow executions, optionally filtered by status, agent, or creation time. Returns up to 100 workflows.
- List domains
Lists the terminology domains in the Markup AI account, optionally filtered by name. Returns up to 100 domains.
- List style guides
Lists the style guides available to your organization.
- List term sets
Returns all term sets, with their terms and domains.
- Run Content Analysis Agents
Runs a Markup AI content agent (for example Brand Voice, Style, Claims or Freshness) against a piece of text and returns the resulting workflow, including the analysis result when the run is set to wait for completion.
- Update domain
Updates an existing terminology domain by ID.
- Update term
Updates an existing term in a term set by ID.
- Update term set
Update a brand-terms term set.
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 Markup 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 Markup AI when something happens in Pipeliner Crm?
Any of Markup AI's 22 actions, including Update domain, Update term, Update term set and Add domain. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Markup AI to Pipeliner Crm?
Markup AI has no triggers in the catalog today, so automations start in Pipeliner Crm. If you need the other direction, ask: your agent reads Markup AI's API documentation and adds it.
Do I have to build a connector for Pipeliner Crm or Markup 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.