Integration
Connect Pipeliner Crm and Ticket Tailor
When something happens in Pipeliner Crm or Ticket Tailor, 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 Ticket Tailor to do together?
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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 Ticket Tailor can do together
From Pipeliner Crm to Ticket Tailor
When New account in Pipeliner Crm
then Create Bundle in Ticket Tailor
When New contact in Pipeliner Crm
then Create Check-In (Out) in Ticket Tailor
From Ticket Tailor to Pipeliner Crm
When Event Created in Ticket Tailor
then Add account in Pipeliner Crm
When Event Updated in Ticket Tailor
then Add appointment in 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 Ticket Tailor
Triggers and actions 14 triggers · 96 actions
Trigger
New accountFires when a new Account is created, via Coevera/Pipeliner webhooks (real-time updates) on the Accounts entity.
Trigger
New contactFires when a new Contact is created, via Coevera/Pipeliner webhooks (real-time updates) on the Contacts entity.
Trigger
New leadFires when a new Lead is created, via Coevera/Pipeliner webhooks (real-time updates) on the Leads entity.
Trigger
New opportunityFires when a new Opportunity is created, via Coevera/Pipeliner webhooks (real-time updates) on the Opportunities entity.
Action
Add accountAdds a new account
Action
Add appointmentCreate an Appointment record.
Action
Add contactCreate a Contact record.
Action
Add leadAdds a new lead
Action
Add opportunityAdds a new opportunity in Pipeliner CRM, including any custom opportunity fields defined in your space.
Action
Add productAdds a new product
Action
Add taskCreate a Task (Activity) record.
Action
Delete accountDeletes an account in Pipeliner CRM by its ID.
Action
Delete contactDeletes a contact in Pipeliner CRM by its ID.
Action
Delete leadDeletes a lead from Pipeliner CRM by its ID.
Action
Delete opportunityDeletes an opportunity in Pipeliner CRM by its ID.
Action
Find contactsReturns up to 100 contacts whose chosen field matches the specified value.
Action
Find opportunitiesReturns up to 100 opportunities that match the specified criteria (name, owner, pipeline step, type, sales unit, lead source, closing date, archived flag).
Action
Get accountReturns a single Pipeliner CRM account by its id, including custom field values.
Action
Get contactRetrieve a single Contact by id.
Action
Get leadRetrieves a single lead from Pipeliner CRM by its id, including the lead's custom fields.
Action
Get opportunityRetrieves a single opportunity by its id, including any custom field values defined on opportunities in the account.
Action
List accountsList/search Account records.
Action
List appointmentsList Appointment records.
Action
List contactsReturns the contacts in the Pipeliner CRM space, optionally filtered by one field and sorted.
Action
List leadsLists leads in the Pipeliner CRM space, optionally filtered, sorted and expanded. Returns up to 100 leads.
Action
List opportunitiesReturns all opportunities in the Pipeliner CRM space, optionally filtered, sorted and expanded.
Action
List productsReturns up to 100 products from the Pipeliner CRM space, optionally filtered by name or SKU.
Action
List tasksList Task (Activity) records.
Action
Update accountUpdates an existing account by ID, including any custom account fields.
Action
Update contactUpdates an existing contact in Pipeliner CRM by ID. Only the fields you fill in are changed.
Action
Update leadUpdates an existing lead by ID
Action
Update opportunityUpdates an existing opportunity by ID
Action
Update taskUpdates an existing task by ID
Trigger
Event CreatedTriggers when a new event is created.
Trigger
Event DeletedTriggers when an existing event is deleted.
Trigger
Event UpdatedTriggers when an existing event is updated.
Trigger
Issued Membership CreatedTriggers when a new issued membership is created.
Trigger
Issued Membership UpdatedTriggers when an issued membership is created or updated.
Trigger
Issued Ticket CreatedTriggers when a new issued ticket is created.
Trigger
Issued Ticket UpdatedTriggers when an existing issued ticket is updated.
Trigger
Order CreatedTriggers when new order is created (currency values are always in cents, or equivalent, with no decimals).
Trigger
Order UpdatedTriggers when existing order is updated (currency values are always in cents, or equivalent, with no decimals).
Trigger
Waitlist Signup Created (instant)Instant trigger: fires when a Ticket Tailor waitlist signup is created (waitlist_signup.created). Self-registering webhook.
Action
Box Office OverviewShow box office statistics information.
Action
Create BundleCreate a bundle for the given event series ID.
Action
Create Check-In (Out)Create check-in or check-out.
Action
Create DiscountCreates a discount code that can be used on checkout.
Action
Create Event OccurrenceCreate event for event series.
Action
Create Event SeriesCreates a new event series.
Action
Create HoldCreates a new hold in the system.
Action
Create Issued MembershipCreates a new issued membership.
Action
Create Issued Membership RedemptionCreates a redemption for an issued membership at a specific event. This records that the issued membership was used for entry to the event.
Action
Create Issued Ticket (Fees Apply)Creates a new issued ticket for an event occurrence from the available inventory. This action incurs a fee per issued ticket, even if the ticket is free. Send the event_id and ticket_type_id to create the issued ticket from an event occurrence's ticket type allocation. Alternatively, send the hold_id to create the issued ticket from a pre-existing hold. The issued ticket is not associated to an order. The request will fail if no tickets are available to fulfil the request, or the ticket type is a 'seated' type (uses a seating chart).
Action
Create Membership TypeCreates a new membership type.
Action
Create OverrideCreate an override for the given event series id.
Action
Create ProductCreate a new product.
Action
Create Ticket GroupCreate a ticket group for the given event series id.
Action
Create Ticket TypeCreate a ticket type for the given event series id.
Action
Create VoucherCreates a new voucher and the associated voucher codes, if given.
Action
Delete BundleDelete a bundle. This action is irreversible. The bundle will be permanently removed.
Action
Delete DiscountDelete a discount. This action is irreversible. The discount will be permanently removed.
Action
Delete Event OccurrenceDelete event occurrence.
Action
Delete Event SeriesDeletes event series.
Action
Delete HoldDelete a hold. This action is irreversible. The hold will be permanently removed.
Action
Delete Membership TypeDelete membership type.
Action
Delete ProductDelete a product. This action is irreversible. The product will be permanently removed.
Action
Delete Ticket GroupDelete a ticket group. This action is irreversible. The ticket group will be permanently removed and any ticket types or bundles in the group will be removed from the group.
Action
Delete Ticket TypeDelete a ticket type. This action is irreversible. The ticket type will be permanently removed.
Action
Delete VoucherDelete voucher and its associated voucher codes. This action is irreversible. The voucher and its voucher codes will be permanently removed.
Action
Get DiscountReturns a single discount; all currency values are in cents (or equivalent), with no decimals.
Action
Get EventReturns a single event; all currency values are in cents (or equivalent), with no decimals.
Action
Get Event OccurrenceReturns a single event occurrence; all currency values are in cents (or equivalent), with no decimals.
Action
Get Event SeriesReturns a single event series; all currency values are in cents (or equivalent), with no decimals.
Action
Get HoldReturns a single hold.
Action
Get Issued MembershipReturns a single issued membership.
Action
Get Issued TicketReturns a single issued ticket.
Action
Get List of Check-InsReturns a list of check-ins.
Action
Get List of DiscountsReturns a list of discounts.
Action
Get List of Event OccurrencesReturns a list of event occurrences.
Action
Get List of EventsReturns a list of events.
Action
Get List of Event SeriesReturns a list of event series.
Action
Get List of Event Series OverridesReturns a list of event series overrides.
Action
Get List of HoldsReturns a list of holds.
Action
Get List of Issued MembershipsReturns a list of issued memberships.
Action
Get List of Issued TicketsReturns a list of issued tickets.
Action
Get List of Membership TypesReturns a list of membership types.
Action
Get List of OrdersReturns a list of orders belonging to box office.
Action
Get List of ProductsReturns a list of products.
Action
Get List of StoresReturns a list of stores.
Action
Get List of VouchersReturns a list of vouchers.
Action
Get List of Waitlist SignupsReturns a list of waitlist signups.
Action
Get Membership TypeReturns a single membership type.
Action
Get ProductReturns a single product; all currency values are in cents (or equivalent), with no decimals.
Action
Get StoreReturns store configuration.
Action
Get VoucherReturns a single voucher; all currency values are in cents (or equivalent), with no decimals.
Action
Update BundleUpdate existing bundle.
Action
Update DiscountUpdates an existing discount.
Action
Update Event OccurrenceUpdates an existing event occurrence.
Action
Update Event SeriesUpdates an existing event series.
Action
Update Issued MembershipUpdates an existing issued membership.
Action
Update Membership TypeUpdates an existing membership type.
Action
Update OverrideUpdate existing override.
Action
Update ProductUpdates an existing product.
Action
Update StoreUpdates store configuration.
Action
Update Ticket GroupUpdate existing ticket group.
Action
Update Ticket TypeUpdate existing ticket type.
Action
Update VoucherUpdate an exiting voucher. If any voucher codes are given, create new voucher codes and associate them with the voucher.
Action
Void Issued MembershipVoids an existing issued membership.
Action
Void Issued TicketMark an issued ticket as voided. This action is irreversible. This will only mark the ticket as voided (no longer valid) and will not cancel an entire order or issue a refund. You can also void an issued ticket to a hold, which will create a hold from the issued ticket and not put the allocation back on sale.
Action
Void Voucher CodeMark a voucher code as voided. This action is irreversible. This will only mark one voucher code as voided, and will not impact the other related codes.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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Questions
Pipeliner Crm and Ticket Tailor, 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 Ticket Tailor when something happens in Pipeliner Crm?
Any of Ticket Tailor's 67 actions, including Create Bundle, Create Check-In (Out), Create Discount and Create Event Occurrence. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Ticket Tailor to Pipeliner Crm?
Yes. When something happens in Ticket Tailor, your agent can act in Pipeliner Crm too. This page covers both directions: Ticket Tailor's triggers and Pipeliner Crm's actions are listed here as well.
Do I have to build a connector for Pipeliner Crm or Ticket Tailor?
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.