Integration
Connect Pipeliner Crm and Stripe
When something happens in Pipeliner Crm or Stripe, 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 Stripe 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 Stripe can do together
From Pipeliner Crm to Stripe
When New account in Pipeliner Crm
then Create Charge in Stripe
From Stripe 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 Stripe
Triggers and actions 15 triggers ยท 50 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 Charge
Triggers when a new charge is created.
- New Charge (instant)
Fires instantly when a charge succeeds in Stripe, via a self-registered webhook (charge.succeeded). The platform registers/deletes the Stripe webhook endpoint automatically at automation activation/deactivation. Payload binds as {{ trigger.body.* }}.
- New Customer
Triggers when a new customer is created.
- New Event
Triggers when a new Stripe event is created (covers all event types via the Events API).
- New Invoice
Triggers when a new invoice is created.
- New paid and available charge
Triggered when a new paid and available charge is created.
- New paid charge
Triggered when a new paid charge is created.
- New plan
Triggered when a new plan is created.
- New Product
Triggers when a new product is created.
- New Refund
Triggers when a new refund is created.
- New Subscription
Triggers when a new subscription is created.
- Cancel Subscription
Cancels a subscription by its ID.
- Create Charge
Creates a charge. Amount is in the smallest currency unit (e.g. cents).
- Create charges (bulk charge creation)
Creates a charge in Stripe.
- Create Customer
Creates a new customer in Stripe.
- Create Payment Intent
Creates a PaymentIntent (the modern Stripe payment flow). Amount is in the smallest currency unit.
- Create Price
Creates a price for a product. unit_amount is in the smallest currency unit.
- Create Product
Creates a product (a good or service) in Stripe.
- Create Refund
Refunds a charge or payment intent. Provide charge or payment_intent; amount optional for partial refund.
- Create refund by charge id (distinct from Create Refund)
Creates a refund for a specific charge id.
- Create Subscription
Creates a subscription for a customer to one or more prices.
- Delete Customer
Permanently deletes a customer by ID.
- Find Customer by Email
Searches for customers matching an email address.
- Get Charge
Retrieves a charge by its ID.
- Get charge details (distinct from Get Charge)
Retrieves a charge's details by its charge id.
- Get Customer
Retrieves a customer by their Stripe ID.
- Get Invoice
Retrieves an invoice by its ID.
- Get Refund
Retrieves a refund by its ID.
- Get Subscription
Retrieves a subscription by its ID.
- Get transaction details
Retrieves a transaction's details by its transaction id.
- List balance transactions
List balance transactions (txn_xxx) for the account, most recent first.
- Update Customer
Updates an existing customer by ID.
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 Stripe, 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 Stripe when something happens in Pipeliner Crm?
Any of Stripe's 21 actions, including Create Charge, Create charges (bulk charge creation), Create Customer and Create Payment Intent. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Stripe to Pipeliner Crm?
Yes. When something happens in Stripe, your agent can act in Pipeliner Crm too. This page covers both directions: Stripe's triggers and Pipeliner Crm's actions are listed here as well.
Do I have to build a connector for Pipeliner Crm or Stripe?
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.