Integration
Connect Pipeliner Crm and WorkRamp
When New account fires in Pipeliner Crm, your agent runs Get contact in WorkRamp, or Assignment Completed: Challenge in WorkRamp 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 WorkRamp 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 WorkRamp can do together
From Pipeliner Crm to WorkRamp
When New account in Pipeliner Crm
then Get contact in WorkRamp
From WorkRamp 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 WorkRamp
Triggers and actions 13 triggers · 40 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
- Assignment Completed: Challenge
Triggers when a user completes the selected challenge, returning the user, completion date, grade and pass status.
- Assignment Completed: Path
Triggers when a user completes an assignment for the selected path.
- Assignment Completed: Scorm
Triggers when a user completes an assignment for the chosen SCORM course.
- Assignment Created: Challenge
Triggers when a user is newly assigned to the selected challenge.
- Assignment Created: Path
Triggers when a user is assigned to the selected WorkRamp path.
- Assignment Created: Scorm
Triggers when a user is assigned the selected SCORM course.
- Training Complete
Triggers when a contact completes a training in your Customer Learning Cloud academy.
- User Created
Triggers when a new user is created in your WorkRamp enterprise.
- User Deleted
Triggers when a user in your WorkRamp enterprise is deleted.
- Add group
Creates a new group in WorkRamp, optionally with initial member users.
- Delete contact
Deactivates (soft-deletes) a contact in a WorkRamp Customer Learning Cloud academy.
- Delete user
Deletes an existing user from your WorkRamp enterprise.
- Find User
Returns the WorkRamp users that match an email address, a name or a custom attribute value.
- Get contact
Returns a single contact from a WorkRamp Customer Learning Cloud academy, including name and email.
- List certifications
Returns all certifications (badges) set up in your WorkRamp account.
- List events
Returns the events in a WorkRamp academy, including each event's title, description, publication status and session counts.
- List groups
Returns all groups in the WorkRamp enterprise, with each group's name and created and updated times.
- List guides
Returns all guides in your WorkRamp account, including each guide's title, task count, test question count and tags.
- List paths
Returns the learning paths in your WorkRamp enterprise, including each path's name, description, content counts and tags.
- List users
Returns the users in your WorkRamp enterprise, optionally filtered by email, name or a custom attribute.
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 WorkRamp, 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 WorkRamp when something happens in Pipeliner Crm?
Any of WorkRamp's 11 actions, including Add group, Find User, Get contact and List certifications. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from WorkRamp to Pipeliner Crm?
Yes. When something happens in WorkRamp, your agent can act in Pipeliner Crm too. This page covers both directions: WorkRamp's triggers and Pipeliner Crm's actions are listed here as well.
Do I have to build a connector for Pipeliner Crm or WorkRamp?
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 WorkRamp 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.