Integration
Connect Pipeliner Crm to Uon
When New account fires in Pipeliner Crm, your agent runs Add lead in Uon. 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 Uon 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 can start in Uon
When New account in Pipeliner Crm
then Add lead in Uon
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 Uon
Triggers and actions 4 triggers · 44 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
- Add hotel
Creates a hotel in the U-ON.Travel hotel directory.
- Add lead
Creates a new lead (inquiry) in U-ON.Travel with the client's contact details and travel wishes.
- Add payment
Adds a payment (incoming or outgoing) in U-ON.Travel, optionally linked to a request, client or supplier.
- Add reminder
Adds a reminder (call, letter or meeting) to a request or a tourist's card in U-ON.Travel.
- Add tourist
Creates a tourist (client) record in U-ON.Travel and returns its ID.
- Find tourists by phone
Returns the tourists (clients) in U-ON.Travel whose phone number matches the one given.
- Get lead
Returns a lead (inquiry) by its system ID, with client, manager, status, services, files and extended field values.
- Get reminder
Returns a single reminder (task) by its ID, including its type, dates, text, and the request or tourist it belongs to.
- Get request
Returns the full details of a U-ON.Travel request (booking) by its ID.
- Get tourist
Returns a tourist (client) record by its ID, including contact details and extended field values.
- List leads
Returns the leads created within a date range.
- List payments
Returns the payments created within a date range.
- List tourists
Returns the tourists (clients) in your U-ON account, first page of results.
- Update request
Updates an existing request (tour booking) in U-ON.Travel.
- Update tourist
Updates an existing tourist (client) record in U-ON.Travel. Only the fields you fill in are changed.
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 Uon
HubSpot to UonHubSpot is your all-in-one stop for all of your marketing software needs.
Slack to UonSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to UonGoogle Sheets
Gmail to UonGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to UonGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Pipeliner Crm and Uon, 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 Uon when something happens in Pipeliner Crm?
Any of Uon's 15 actions, including Update request, Update tourist, Add hotel and Add lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Uon to Pipeliner Crm?
Uon has no triggers in the catalog today, so automations start in Pipeliner Crm. If you need the other direction, ask: your agent reads Uon's API documentation and adds it.
Do I have to build a connector for Pipeliner Crm or Uon?
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 Uon 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.