Integration
Connect Pipeliner Crm and Resource Guru
When something happens in Pipeliner Crm or Resource Guru, your agent does the next thing in the other. 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 Resource Guru 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 and Resource Guru can do together
From Pipeliner Crm to Resource Guru
When New account in Pipeliner Crm
then Add task in Resource Guru
From Resource Guru 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 Resource Guru
Triggers and actions 9 triggers · 57 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 or Updated Booking
Triggers when a new booking is created and/or a booking is updated.
- New or Updated Client
Triggers when a new client is created and/or a client is updated.
- New or Updated Project
Triggers when a new project is created and/or when a project is updated.
- New or Updated Resource
Triggers when a new resource is created and/or when a resource is updated.
- New or Updated Time Off Event
Triggers when a time off event is created and/or a time off event is updated.
- Add task
Creates a new task in a Resource Guru project phase. The task's dates may widen the phase's date range.
- Create Booking
Creates a new booking for one or more resources in Resource Guru.
- Create Client
Creates a new client in a Resource Guru account.
- Create Project
Creates a new project.
- Create Resource
Creates a new resource (person, placeholder, meeting room, vehicle or other resource type) in a Resource Guru account. The new resource gets the account's default availability unless working hours are supplied.
- Create Time Off Event
Creates a time off (downtime) event for one or more resources in Resource Guru.
- Delete booking
Deletes a booking, or a single date or set of occurrences of a repeating booking.
- Delete client
Deletes a client from a Resource Guru account.
- Delete project
Deletes a project from a Resource Guru account.
- Delete resource
Deletes a resource. Future bookings the resource booked are transferred to the connected user, and future bookings of the resource are deleted.
- Delete time off event
Deletes a time off event (downtime) from a Resource Guru account.
- Get booking
Get one booking by id.
- Get client
Returns a specific client by its ID.
- Get project
Returns a specific project by its id, including its client, team, activity types and custom field values.
- Get resource
Returns the details of a specific resource (person, meeting room, vehicle, etc.) in a Resource Guru account.
- Get task
Returns one Resource Guru task with its phase, dates and estimate.
- Get time off event
Returns a single time off (downtime) event by its id.
- List bookings
List bookings.
- List clients
Lists the clients in a Resource Guru account. Active clients only by default; optionally include archived and deleted clients.
- List projects
Returns every active project in a Resource Guru account, optionally including archived and deleted projects.
- List resources
Returns the active resources (people, rooms, equipment and other bookable resources) in a Resource Guru account.
- List time off events
Lists time off (downtime) events in a Resource Guru account, optionally filtered by resource, booker and date range.
- List users
Returns every user on the Resource Guru account, both active and deleted.
- Update Booking
Updates an existing booking by ID.
- Update Client
Updates an existing client in Resource Guru. Only the fields you fill in are changed.
- Update Project
Update an existing project in Resource Guru. Only the fields you fill in are changed.
- Update Resource
Updates an existing resource.
- Update Time Off Event
Updates a time off event.
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 Resource Guru, 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 Resource Guru when something happens in Pipeliner Crm?
Any of Resource Guru's 28 actions, including Create Booking, Create Client, Create Project and Create Resource. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Resource Guru to Pipeliner Crm?
Yes. When something happens in Resource Guru, your agent can act in Pipeliner Crm too. This page covers both directions: Resource Guru's triggers and Pipeliner Crm's actions are listed here as well.
Do I have to build a connector for Pipeliner Crm or Resource Guru?
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.