Integration
Connect Pipeliner Crm and Relatel
When New account fires in Pipeliner Crm, your agent runs Add contact in Relatel, or New Call in Relatel to Add contact in Pipeliner Crm. 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 Relatel 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 and Relatel can do together
From Pipeliner Crm to Relatel
When New account in Pipeliner Crm
then Add contact in Relatel
From Relatel to Pipeliner Crm
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 Relatel
Triggers and actions 8 triggers · 48 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
- New Call
Triggers when a new call is made or received in Relatel.
- New message
Triggered when a new message is sent or received in Relatel.
- New Smiley
Triggers when a caller or chat visitor gives a new smiley (satisfaction rating) in Relatel.
- New voicemail
Triggers when a new voicemail is left for an employee or reception.
- Add comment
Adds a comment to a contact in Relatel, optionally notifying a colleague.
- Add contact
Adds a new contact to your Relatel company and returns the new contact's id.
- Cloak Reception
Sets which reception's number is shown as the caller ID on the authenticated employee's outgoing calls.
- Delete contact
Deletes a contact from your Relatel organization and returns Relatel's confirmation message.
- Dial call
Initiates a phone call: rings the authenticated employee's phone, then connects them to the given number.
- Do Not Disturb
Turns Do Not Disturb on or off for the connected employee and returns the updated employee.
- Find contact by phone number
Finds a Relatel contact by its phone number and returns the contact's details.
- Get contact
Returns a single contact, including its phone number, name, email, tags and latest activity, by its contact ID.
- Get employee
Returns one employee in your Relatel company by ID, including name, email, phone number, presence and do-not-disturb status.
- Join a Group
Adds the authenticated employee to an employee group and returns the group's details after joining.
- Leave a Group
Removes the authenticated employee from the chosen employee group and returns the group's details.
- List calls
Returns calls in the Relatel account, optionally filtered by start time, end time, direction or the employee or reception that took the call.
- List contacts
Returns the contacts in your Relatel account, optionally only those with a given phone number.
- List employee groups
Returns all employee groups in your Relatel account, with each group's name, presence status and member employees.
- List employees
Returns all employees in your Relatel company, including their phone numbers, presence and group memberships.
- List receptions
Returns all receptions (phone lines/queues) in the Relatel account.
- List voicemails
Returns the account's voicemails, optionally filtered by recording time, recipient or phone number. Returns up to 100 voicemails.
- Send SMS
Sends an SMS to one or more phone numbers from your Relatel account or one of your receptions.
- Update contact
Updates an existing contact's phone number, name, email, flag or tags, and returns the updated contact.
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 Relatel, 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 Relatel when something happens in Pipeliner Crm?
Any of Relatel's 19 actions, including Send SMS, Update contact, Add comment and Add contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Relatel to Pipeliner Crm?
Yes. When something happens in Relatel, your agent can act in Pipeliner Crm too. This page covers both directions: Relatel's triggers and Pipeliner Crm's actions are listed here as well.
Do I have to build a connector for Pipeliner Crm or Relatel?
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 Relatel 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.