Integration
Connect Pipeliner Crm to Prisma Management Api
When New account fires in Pipeliner Crm, your agent runs Add project in Prisma Management Api. 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 Prisma Management Api 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 Prisma Management Api
When New account in Pipeliner Crm
then Add project in Prisma Management Api
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 Prisma Management Api
Triggers and actions 4 triggers · 46 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 branch
Creates an empty branch in a Prisma project. The first branch in a project becomes the default production branch; later branches are preview branches.
- Add database
Creates a new Prisma Postgres database in a project, optionally cloned from another database or restored from a backup.
- Add database connection
Creates a new connection string for a Prisma Postgres database and returns its direct, pooled and Accelerate connection details.
- Add project
Creates a new Prisma project, optionally with a Postgres database, and returns the project with its workspace and database details.
- Add service token
Creates a new service token for a Prisma workspace, optionally limited to a single project. The token value is returned only once, in this step's output.
- Delete database
Deletes a Prisma Postgres database. A project's default database cannot be deleted.
- Delete project
Deletes a Prisma project. This cannot be undone.
- Get database
Returns a Prisma Postgres database by its ID, including its status, project, region and connections.
- Get project
Returns a Prisma project by its ID, including its name, default region, creation date and workspace.
- List branches
Returns the live branches of a Prisma project, optionally filtered by exact or partial Git branch name.
- List databases
Returns the Prisma Postgres databases you have access to, optionally filtered by project or branch.
- List projects
Returns the Prisma projects your token has access to, optionally narrowed to one logical ID.
- List service tokens
Returns the service tokens in a Prisma workspace, newest first, with each token's name, scope, project and expiry.
- List workspaces
Returns the Prisma workspaces your account can access, with each workspace's id, name and creation time.
- Transfer project
Transfers a Prisma project to another owner's workspace, using an access token supplied by the recipient.
- Update database
Updates a Prisma Postgres database: rename it, move it to another branch, or set its logical id. Returns the updated database record.
- Update project
Updates a Prisma project's name or settings and returns the updated project.
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 Prisma Management Api, 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 Prisma Management Api when something happens in Pipeliner Crm?
Any of Prisma Management Api's 17 actions, including Update database, Update project, Add branch and Add database. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Prisma Management Api to Pipeliner Crm?
Prisma Management Api has no triggers in the catalog today, so automations start in Pipeliner Crm. If you need the other direction, ask: your agent reads Prisma Management Api's API documentation and adds it.
Do I have to build a connector for Pipeliner Crm or Prisma Management Api?
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 Prisma Management Api 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.