Integration
Connect Pipeliner Crm to Parallel Web Systems
When something happens in Pipeliner Crm, your agent does the next thing in Parallel Web Systems. 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 Parallel Web Systems 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 Parallel Web Systems
When New account in Pipeliner Crm
then Add FindAll run in Parallel Web Systems
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 Parallel Web Systems
Triggers and actions 4 triggers · 42 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 FindAll run
Starts a Parallel FindAll run that searches the web for every entity matching your objective and match conditions. The run starts queued; retrieve its status and results with the FindAll run id it returns.
- Add monitor
Creates a Parallel monitor that watches a web search query, or the output of an existing task run, for material changes on a schedule. The monitor runs once right away and then on the chosen frequency.
- Cancel monitor
Permanently stops a monitor from running. Cancellation cannot be undone; cancelling an already-cancelled monitor changes nothing.
- Create Async Web Enrichment
Starts an asynchronous web research/enrichment task run in Parallel. Returns immediately with the run in status 'queued'; fetch the result later with the run id.
- Extract web content
Extracts relevant excerpts (and optionally full content) as markdown from up to 20 web URLs.
- Fetch Results for Async Runs
Retrieves the result of a Parallel task run (created asynchronously) by its run ID, waiting until the run completes or the timeout elapses.
- Find entities by objective
Returns up to the chosen number of people or companies, ranked, that match a natural-language description of the entities you want.
- Get FindAll run
Retrieve a FindAll run's status, candidate metrics, generator and metadata.
- Get FindAll run result
Retrieve a snapshot of a FindAll run's result: run status and metrics plus every candidate evaluated so far with its match status, output and citations.
- Get monitor
Retrieves a monitor by its ID, including its type, status, frequency, query settings, webhook configuration and, for snapshot monitors, the latest output.
- List monitors
List monitors in the Parallel account, newest first, optionally filtered by type and status.
- Search web
Searches the web with Parallel and returns ranked results with relevant excerpts.
- Update monitor
Updates an existing Parallel monitor's frequency, processor, webhook, metadata, query or source settings. Only the fields you fill in are 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 Parallel Web Systems, 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 Parallel Web Systems when something happens in Pipeliner Crm?
Any of Parallel Web Systems's 13 actions, including Create Async Web Enrichment, Update monitor, Add FindAll run and Add monitor. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Parallel Web Systems to Pipeliner Crm?
Parallel Web Systems has no triggers in the catalog today, so automations start in Pipeliner Crm. If you need the other direction, ask: your agent reads Parallel Web Systems's API documentation and adds it.
Do I have to build a connector for Pipeliner Crm or Parallel Web Systems?
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.