--- title: "Connect Pipeliner to ManyRequests - APIANT.ai" description: "When \"New account\" fires in Pipeliner, your agent runs \"Add invoice\" in ManyRequests." canonical: "https://apiant.ai/connect/pipeliner-to-manyrequests" --- # Connect Pipeliner to ManyRequests When **New account** fires in [Pipeliner](https://apiant.ai/connections/pipeliner), your agent runs **Add invoice** in [ManyRequests](https://apiant.ai/connections/manyrequests). Describe the whole flow and it is built, tested on every scenario and kept running. Pipeliner **5** triggers Pipeliner **18** actions ManyRequests **27** 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 ManyRequests 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 ManyRequests - When **New account** in Pipeliner then **Add invoice** in ManyRequests - When **New contact** in Pipeliner then **Create Client** in ManyRequests 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 ManyRequests ## Triggers and actions 5 triggers · 45 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 **Add invoice** Adds a new invoice for a client from catalog services, pricing variations or custom line items, and returns the new invoice's id. The invoice is emailed to the client unless it is created as a draft. - Action **Add organization** Creates a new organization in your ManyRequests portal along with its owner client user. Returns the organization that was added. - Action **Add organization member** Adds a member to an organization, creating a new client user if no user with that email exists yet. - Action **Add subscription to organization** Adds a recurring service subscription to a client organization and returns the new subscription. - Action **Add time entry** Logs time worked on a request for a team member, from a start time to an end time. - Action **Cancel Client Subscription** Cancels an active recurring service subscription belonging to a client organization. - Action **Create Client** Creates a client user in a ManyRequests organization. If a user with the email already exists, they are added to the organization. - Action **Create Comment** Adds a comment to a request, posted as the chosen user, optionally internal-only or scheduled for later delivery. - Action **Create organization brand** Creates a new brand within an organization. - Action **Create Request** Creates a new service request for a client under one of your services, with an optional description, priority, status, due date, brand, assignees and tags. - Action **Delete client** Deletes a client and removes them from their organization. A client who is the sole owner of an organization with active subscriptions cannot be deleted. - Action **Delete organization** Deletes an organization and all of its members from your ManyRequests portal. - Action **Delete request** Deletes a request in ManyRequests. - Action **Find Comments for Request** Returns the comments on a ManyRequests request, optionally limited to internal or non-internal comments. - Action **Find Organization** Finds organizations whose name, owner name or owner email matches the search text, optionally narrowed by tags or subscription status. - Action **Find Request** Returns the service requests that match your search text or filters, such as status, priority, client, organization, assignee or request number. - Action **Get client** Returns a single client by ID, including their name, email and organization. - Action **Get invoice** Returns a single invoice with its status, number, notes, payment details and dates, optionally with its line items, taxes, client, coupon and payment gateway. - Action **Get organization** Returns a single organization by its ID, with its name, logo and dates, plus any related records you ask to include. An error occurs if the organization is not found. - Action **Get request** Returns a single service request by its ID or slug, with optional related records such as status, client, service, tags and form fields. - Action **List clients** Returns the clients in your ManyRequests portal, with optional search, organization filter and sorting. - Action **List services** Returns the services offered in your ManyRequests portal, optionally filtered by search text, type, allocation or sale status. - Action **List team members** Returns the portal admins, admins and team members in your ManyRequests portal, optionally filtered by email or role. - Action **Update client** Updates a client's name and/or email address. - Action **Update organization** Updates the name of an existing organization and returns the updated organization. - Action **Update Request** Updates an existing request's title, description, priority, status, due date, brand, assignees, tags or form fields. - Action **Update Request Status** Moves a ManyRequests request to a different status. ## 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) - [ **ManyRequests** ManyRequests is a Client Portal Software for Creative Agencies that helps you manage your entire Business...](https://apiant.ai/connections/manyrequests) 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 ManyRequests - [ **HubSpot to ManyRequests** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-manyrequests) - [ **Salesforce to ManyRequests** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-manyrequests) - [ **Slack to ManyRequests** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-manyrequests) - [ **Google Sheets to ManyRequests** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-manyrequests) - [ **Gmail to ManyRequests** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-manyrequests) - [ **Google Calendar to ManyRequests** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-manyrequests) Questions ## Pipeliner and ManyRequests, 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 ManyRequests when something happens in Pipeliner? Any of ManyRequests's 27 actions, including Create Client, Create Comment, Create organization brand and Create Request. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ManyRequests to Pipeliner? ManyRequests has no triggers in the catalog today, so automations start in Pipeliner. If you need the other direction, ask: your agent reads ManyRequests's API documentation and adds it. ### ### Do I have to build a connector for Pipeliner or ManyRequests? 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 ManyRequests 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.