--- title: "Connect Pipeliner to Octane AI - APIANT.ai" description: "When \"New account\" fires in Pipeliner, your agent runs \"Add experiment\" in Octane AI." canonical: "https://apiant.ai/connect/pipeliner-to-octane-ai" --- # Connect Pipeliner to Octane AI When **New account** fires in [Pipeliner](https://apiant.ai/connections/pipeliner), your agent runs **Add experiment** in [Octane AI](https://apiant.ai/connections/octane-ai). Describe the whole flow and it is built, tested on every scenario and kept running. Pipeliner **5** triggers Pipeliner **18** actions Octane AI **11** 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 Octane AI 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 Octane AI - When **New account** in Pipeliner then **Add experiment** in Octane AI - When **New contact** in Pipeliner then **Add export** in Octane AI 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 Octane AI ## Triggers and actions 5 triggers · 29 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 experiment** Creates a draft A/B experiment on a quiz, testing a saved version against the live version. - Action **Add export** Requests a new export of shopper profiles, quiz responses or quiz analytics. Returns the queued export, whose download link becomes available once it completes. - Action **Delete quiz** Soft-deletes a quiz in your Octane AI store. - Action **Get quiz** Returns a quiz's summary and structure: its pages in order, their content components, rules and jumps, and the scoring dimensions. An error occurs if the quiz is not found. - Action **Get quiz analytics overview** Returns a quiz's analytics for a date range: daily views, starts, completions, opt-ins, orders and revenue, with totals and publish markers. - Action **Get shopper profile** Returns one shopper profile: their emails and phones, latest quiz answers and results, quiz sessions and linked orders. - Action **Get store analytics overview** Returns store-wide quiz analytics for a date range: daily views, starts, completions, opt-ins, orders and revenue, plus totals and rates. - Action **List experiments** Returns the A/B experiments across the store, newest first, with each experiment's status, decision settings and arms. - Action **List quizzes** Returns the store's quizzes with their name, status, archive state and published version. - Action **List shopper profiles** Returns the store's shopper profiles, most recently seen first, optionally narrowed by a search term, a quiz or a date range. - Action **Publish quiz version** Publishes a saved version of a quiz so shoppers see it. Publishing an older version rolls the live quiz back; the draft is unchanged. ## 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) - [ **Octane AI** Octane AI is the zero-party data marketing platform for Shopify merchants.](https://apiant.ai/connections/octane-ai) 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 Octane AI - [ **HubSpot to Octane AI** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-octane-ai) - [ **Salesforce to Octane AI** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-octane-ai) - [ **Slack to Octane AI** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-octane-ai) - [ **Google Sheets to Octane AI** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-octane-ai) - [ **Gmail to Octane AI** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-octane-ai) - [ **Google Calendar to Octane AI** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-octane-ai) Questions ## Pipeliner and Octane AI, 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 Octane AI when something happens in Pipeliner? Any of Octane AI's 11 actions, including Add experiment, Add export, Get quiz and Get quiz analytics overview. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Octane AI to Pipeliner? Octane AI has no triggers in the catalog today, so automations start in Pipeliner. If you need the other direction, ask: your agent reads Octane AI's API documentation and adds it. ### ### Do I have to build a connector for Pipeliner or Octane AI? 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 Octane AI 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.