Integration
Connect Pipeliner Crm to Piriod
When New account fires in Pipeliner Crm, your agent runs Add contact in Piriod. Describe the whole flow 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 Piriod to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 Piriod
When New account in Pipeliner Crm
then Add contact in Piriod
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 Piriod
Triggers and actions 4 triggers · 52 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 contact
Creates a contact person in Piriod, optionally linked to a customer, who can receive invoice emails and collection reminders.
- Add coupon
Creates a discount coupon in Piriod that can be applied to invoices or invoice lines.
- Add credit note
Creates a draft credit note that adjusts an existing invoice.
- Add customer
Creates a customer in Piriod with their name, address, country and billing preferences.
- Add invoice
Creates a draft invoice for a customer with the given lines. Totals are computed by Piriod; finalize it separately to issue it.
- Add payment
Creates a payment in Piriod, optionally applied to an invoice, customer or subscription.
- Add product
Creates a product in Piriod, which plans can then be priced under.
- Add subscription
Creates a recurring subscription for a customer, billing one or more plans on a schedule.
- Add usage
Records a usage quantity against a metered subscription line in Piriod.
- Cancel subscription
Cancels a Piriod subscription. A subscription with no finalized invoices is deleted outright instead.
- Delete customer
Deletes a customer, or archives it when it has invoices, subscriptions or payment history.
- Finalize invoice
Finalizes a draft or pending invoice, submitting it to the tax agency where applicable and locking it. Returns the finalized invoice.
- Get coupon
Returns a single coupon by its id, including its discount amount, duration and status.
- Get credit note
Returns a single credit note, including its lines, amounts and status.
- Get customer
Returns a single customer by its id, including address, tax details, contacts, payment sources and balance totals.
- Get invoice
Returns a single invoice by its id, including its lines, totals, status and linked payments.
- Get subscription
Returns a subscription by its id, including its customer, plan lines, addons, billing dates and status.
- List payments
Returns a page of payments in your Piriod workspace, optionally filtered by customer, invoice, status, amount, currency or date.
- List products
Returns the products in your Piriod workspace, optionally filtered by name or plan.
- List usages
Returns usage records posted against metered subscription lines, optionally filtered by subscription line, date-time or quantity.
- Update customer
Updates an existing Piriod customer, changing only the details you fill in.
- Update invoice
Updates a draft invoice: change its customer, dates, collection method, lines, discounts or notes. Only draft invoices can be updated.
- Update subscription
Updates an existing Piriod subscription, such as its customer, plans, billing dates, collection method or coupon. 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 Piriod, 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 Piriod when something happens in Pipeliner Crm?
Any of Piriod's 23 actions, including Update customer, Update invoice, Update subscription and Add contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Piriod to Pipeliner Crm?
Piriod has no triggers in the catalog today, so automations start in Pipeliner Crm. If you need the other direction, ask: your agent reads Piriod's API documentation and adds it.
Do I have to build a connector for Pipeliner Crm or Piriod?
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 Piriod 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.