Integration
Connect Pipeliner Crm and SMSFactor
When New account fires in Pipeliner Crm, your agent runs Get Account in SMSFactor, or New Campaign in SMSFactor 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 SMSFactor 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 SMSFactor can do together
From Pipeliner Crm to SMSFactor
When New account in Pipeliner Crm
then Get Account in SMSFactor
From SMSFactor 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 SMSFactor
Triggers and actions 6 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 Campaign
Triggers when a new SMS campaign is sent through the API.
- New Message
Triggers when an SMS is sent or received on the account.
- Add Contact to List
Adds a contact to an existing contact list.
- Add to Blacklist
Adds a phone number to the blacklist so it no longer receives SMS.
- Cancel Scheduled Campaign
Cancels a scheduled SMS campaign and returns the refunded credit balance.
- Create Contact List
Creates a contact list with its first contact and returns the new list id.
- Delete Contact List
Deletes a contact list.
- Get Account
Returns the SMSFactor account's profile and credit balance.
- Get Campaign
Returns one SMS campaign with its status and delivery statistics.
- Get Credits
Returns the account's remaining SMS credits.
- List Blacklist
Lists the numbers on the account's blacklist.
- List Campaign Replies
Lists the replies recipients sent back to a campaign.
- List Campaigns
Lists SMS campaigns sent through the API, with delivery statistics.
- List Campaign Stops
Lists the recipients who replied STOP to a campaign.
- List Contact Lists
Lists the account's contact lists.
- List Contacts in List
Lists the contacts in one contact list.
- List Messages
Lists sent and received SMS messages in a date range.
- List Senders
Lists the account's sender ID requests and their approval status.
- List SMS Templates
Lists the account's saved SMS templates.
- Remove Contact
Removes one contact from its contact list.
- Send SMS
Sends an SMS to one recipient and returns the campaign ticket and credits used.
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
More from Pipeliner Crm
Pipeliner Crm to IpbaseREST API for IP geolocation, ASN lookup, and reverse-IP domain lookup, including bot and proxy threat...
Pipeliner Crm to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Pipeliner Crm to MailchimpMailchimp marketing automation and email platform.
Pipeliner Crm to StripeStripe is a payment processing platform for online businesses.
Pipeliner Crm to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Pipeliner Crm to ActiveCampaignActiveCampaign is a marketing automation, email marketing, and CRM platform.
More into SMSFactor
HubSpot to SMSFactorHubSpot is your all-in-one stop for all of your marketing software needs.
Slack to SMSFactorSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to SMSFactorGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SMSFactorGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SMSFactorGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Pipeliner Crm and SMSFactor, 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 SMSFactor when something happens in Pipeliner Crm?
Any of SMSFactor's 19 actions, including Create Contact List, Send SMS, Add Contact to List and Add to Blacklist. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SMSFactor to Pipeliner Crm?
Yes. When something happens in SMSFactor, your agent can act in Pipeliner Crm too. This page covers both directions: SMSFactor's triggers and Pipeliner Crm's actions are listed here as well.
Do I have to build a connector for Pipeliner Crm or SMSFactor?
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 SMSFactor 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.