--- title: "Connect Pipeliner to APITemplate.io - APIANT.ai" description: "When \"New account\" fires in Pipeliner, your agent runs \"Get Account Information\" in APITemplate.io." canonical: "https://apiant.ai/connect/pipeliner-to-apitemplate-io" --- # Connect Pipeliner to APITemplate.io When **New account** fires in [Pipeliner](https://apiant.ai/connections/pipeliner), your agent runs **Get Account Information** in [APITemplate.io](https://apiant.ai/connections/apitemplate-io). Describe the whole flow and it is built, tested on every scenario and kept running. Pipeliner **5** triggers Pipeliner **18** actions APITemplate.io **5** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Pipeliner and APITemplate.io to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Pipeliner can start in APITemplate.io - When **New account** in Pipeliner then **Get Account Information** in APITemplate.io - When **New contact** in Pipeliner then **Create PDF From HTML** in APITemplate.io 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 and APITemplate.io ## Triggers and actions 5 triggers · 23 actions - Trigger **New account** Fires when a new Account is created in Pipeliner. - Trigger **New contact** Fires when a new Contact is created in Pipeliner. - Trigger **New lead** Fires when a new Lead is created in Pipeliner. - Trigger **New opportunity** Fires when a new Opportunity is created in Pipeliner. - Trigger **Updated opportunity** Fires when an Opportunity is updated in Pipeliner. - Action **Add account** Adds a new account - Action **Add contact** Create a new Contact record. - Action **Add lead** Create a new Lead record. - Action **Add note** Adds a note to an account, contact, lead, opportunity, project, quote or custom entity record in Pipeliner. - Action **Add opportunity** Create a new Opportunity record. - Action **Add product** Create a new Product record. - Action **Delete account** Deletes a Pipeliner account by its id. - Action **Delete contact** Remove Contact with given id. - Action **Find accounts by name** Returns up to 30 accounts whose name matches the specified name. - Action **Find contacts by email** Returns up to 30 contacts whose primary email matches the specified email. - Action **Get account** Retrieves a single account by its id. - Action **Get contact** Return Contact with given id. - Action **Get lead** Return Lead with given id. - Action **Get opportunity** Return Opportunity with given id. - Action **Update account** Update an existing Account record. - Action **Update contact** Update an existing Contact record. - Action **Update lead** Update an existing Lead record. - Action **Update opportunity** Update an existing Opportunity record. - Action **Create PDF From HTML** Creates a PDF (or image/HTML) from your own HTML and CSS, filling any placeholders from the data you supply, and returns a download link. - Action **Create PDF From URL** Creates a PDF (or HTML/image) from a web page URL and returns a link to download the generated file. - Action **Delete Object** Deletes a generated PDF or image from the APITemplate.io CDN and marks its transaction as deleted. - Action **Get Account Information** Returns your APITemplate.io account's subscription plan, billing period, and remaining API and template quotas. - Action **List Objects** Returns the PDFs and images generated in your APITemplate.io account, optionally filtered by template, file type or transaction reference. ## Each app on its own - [ **Pipeliner** CRM software with a visual drag-and-drop sales pipeline, deal tracking, and AI-assisted email, forecasting...](https://apiant.ai/connections/pipeliner) - [ **APITemplate.io** APITemplate.io is a document automation tool that simplifies the PDF and image generation using reusable...](https://apiant.ai/connections/apitemplate-io) Reviews ## What our customers say ## More from Pipeliner - [ **Pipeliner to Tomorrow.io** Weather API providing real-time conditions, 14-day forecasts, and up to 20 years of historical weather data.](https://apiant.ai/connect/pipeliner-to-tomorrow-io) - [ **Pipeliner to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pipeliner-to-salesforce) - [ **Pipeliner to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/pipeliner-to-slack) - [ **Pipeliner to Google Sheets** Google Sheets](https://apiant.ai/connect/pipeliner-to-google-sheets) - [ **Pipeliner to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/pipeliner-to-stripe) - [ **Pipeliner to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/pipeliner-to-shopify) ## More into APITemplate.io - [ **Roborabbit to APITemplate.io** Roborabbit helps you easily automate any browser task like testing websites, capturing data, web scraping...](https://apiant.ai/connect/roborabbit-to-apitemplate-io) - [ **HubSpot to APITemplate.io** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-apitemplate-io) - [ **Salesforce to APITemplate.io** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-apitemplate-io) - [ **Slack to APITemplate.io** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-apitemplate-io) - [ **Google Sheets to APITemplate.io** Google Sheets](https://apiant.ai/connect/google-sheets-to-apitemplate-io) - [ **Gmail to APITemplate.io** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-apitemplate-io) Questions ## Pipeliner and APITemplate.io, answered ### ### What can start an automation from Pipeliner? Any of Pipeliner's 5 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 APITemplate.io when something happens in Pipeliner? Any of APITemplate.io's 5 actions, including Create PDF From HTML, Create PDF From URL, Get Account Information and List Objects. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from APITemplate.io to Pipeliner? APITemplate.io has no triggers in the catalog today, so automations start in Pipeliner. If you need the other direction, ask: your agent reads APITemplate.io's API documentation and adds it. ### ### Do I have to build a connector for Pipeliner or APITemplate.io? 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 and APITemplate.io 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.